Netcall

A Broken Broking Process

Liberty Create has helped the business build an app that ties all the processes, systems and data together in one automated workflow.

Industry

Insurance

Solution

Liberty Create

Staying ahead of the game


A leading global professional services firm that provides a broad range of risk, retirement and health solutions. They use the power of data and analytics to deliver insights that reduce volatility and improve performance. Acting as a global insurance broker, they represent many of the world’s leading organisations. Their mission is to stay ahead of the game.

Standardising and simplifying broking processes

Across the various broking sites the broking process was clunky, inconsistent and prone to error and double data-entry. They had a large number of existing systems housing data. And compliancy controls are key. Repeat site visits to approve remediation works on defects from previous inspection, with no charge for revisits.

And then COVID-19 added extra impetus due to social distancing and unnecessary travel restrictions.

Working smarter to improve the broker experience

Liberty Create standardises the broking process for one region’s broking users. Simplifying broking processes has helped the company to build an app that ties all the processes, systems and data together in one automated workflow. This reduces the risk of errors and double data-entry.

This application works across the lifecycle of placing a client’s risk in the market. From pre-placement and placement, quotation and negotiation to firm order and binding, including endorsements and renewals. Everyone involved in the process is prompted to act specific moments and data flows between all relevant systems automatically.

It improves compliancy controls. And it’s now a template for a global roll-out of the same functionality across their different regions.

Creating a top-line revenue opportunity

The application now handles approximately 13,000 policies for 50,000 clients across 4,000 carriers. And the business has been able to create a top-line revenue opportunity as carriers will also be charged a % for dealing on the platform.


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