Our Process

BrokerIQ are here to help you Automate, Organise and Communicate – without the heavy lifting.

By downloading our app you can keep your clients and their data right where you want them.

We Understand Your Problem

BrokerIQ know and understand first hand the problems Brokers face and this is the reason we have custom built BrokerIQ from the ground up, solving these problems:

  • Disconnect from customers
  • 63% of time spent on admin
  • Repetitive daily tasks

How It Works

Transform a complicated process into a problem-solving solution

CONNECT

Connect with your clients effortlessly through app based technology. Maintaining the personal connection.

AUTOMATE

Automate your processes to save admin effort with automated renewals and review notifications. Send bulk communications to selected clients. Automatically keep track of client communications.

RETAIN

Keep in front of your clients with communications via secure 2-way in app chat, push notifications and voice/video messaging technology to improve retention rates.

How Do We Fit Into Your Workflow?

Easy. We will walk you through the integration.

BrokerIQ will work directly with your staff to make sure there is a smooth integration.

Maximise Customer Retention Today