Insurance Brokerage Software Pricing

Client Management

Maintain a complete view of every client from initial enquiry through to renewal. Store contact details, policy history, communications, documents and notes in a single, secure location.

Policy Administration

Manage policies efficiently throughout their lifecycle. Record policy details, endorsements, renewals, cancellations and amendments while maintaining a complete audit trail.

Policy Lifecycle Management

Manage every stage of the policy journey, from quotation and inception through renewals, amendments, claims and cancellation.

Claims Tracking

Monitor claims from notification to settlement. Track progress, record updates, manage documentation and maintain visibility across all open and closed claims.

Document Management

Store, organise and retrieve documents securely. Associate files with clients, policies and claims, ensuring information is always accessible when needed.

Renewal Management

Never miss a renewal opportunity. Automated reminders, renewal workflows and client communications help improve retention and ensure timely action.

Renewal Processing

Streamline renewal preparation with automated data updates, document generation and communication tools that reduce administration and improve operational efficiency.

Email Merge Renewals and Letters via Templates

Generate professional client correspondence quickly using reusable templates. Personalised renewal invitations, reminders and letters can be produced in seconds.

Email and SMS Communication

Engage clients through integrated email and SMS messaging. Send individual or bulk communications, track correspondence and maintain a complete communication history.

Workflow Automation for Insurance Processes

Automate routine tasks, approvals, notifications and business processes to reduce manual effort, improve consistency and increase productivity.

Custom Forms and Processes

Configure forms, workflows and business processes to reflect your organisation's unique requirements without compromising operational control.

Insurer File Imports

Reduce manual data entry by importing insurer files directly into the system. Accelerate processing, improve accuracy and keep records up to date.

Training and Competence Management

Track employee training, qualifications, accreditations and competency requirements in a central location. Maintain an up-to-date view of individual and team capabilities across your organisation.

Competence Assessment and Monitoring

Record assessments, observations, reviews and competency checks to demonstrate that staff remain capable of performing their roles effectively and in accordance with company requirements.

Evidence and Audit Management

Store supporting evidence, certificates, training records and assessment documentation against individual employees. Quickly retrieve information during audits, reviews or regulatory inspections.

CPD and Training Tracking

Monitor continuing professional development activities, mandatory training and renewal dates. Automated reminders help ensure requirements are completed on time.

Compliance Reporting

Generate reports showing training completion, competency status, accreditation expiry dates and compliance performance across teams and departments.

Business Reporting

Gain valuable insights into business performance with flexible reporting and dashboards. 

Identify clients at risk of lapsing, track renewal performance, monitor adviser productivity and uncover opportunities to improve retention.

Monitor key metrics, identify trends and support informed decision-making.

Insurance-Specific Reporting

Access reports designed specifically for insurance brokers, including policy performance, renewal rates, client retention, claims activity and insurer analysis.

Replace Spreadsheets and Legacy Systems

Move away from disconnected spreadsheets, manual processes and outdated software. 

MS Flex provides a single platform for managing clients, policies, claims, renewals, communications, workflows and reporting. Designed specifically for insurance brokers, it helps streamline operations while supporting future growth.

Multi-Language Support

Support diverse teams and customers with multi-language capabilities, helping organisations operate effectively across different regions and markets.

Cloud-Hosted Subscription Service

Access MS Flex securely from anywhere with a fully managed cloud-hosted solution. No infrastructure investment, regular updates and predictable subscription pricing.

Implementation, Training and Support

Our experienced team provides implementation, user training and ongoing support to ensure successful adoption and long-term business value from your investment.

Configure MS Flex to reflect your organisation's identity with your own logo, colour scheme and business terminology, creating a familiar experience for users and customers.