Poll: What Do You Want Next?

Brokers – You told us that having suppliers inform you if they were participating in your pricing request would save hours of admin.

Suppliers – You told us that having the ability to notify brokers efficiently on your intent to price would help build a better broker relationship.

When we released this feature earlier in the summer, it went down a storm. So…

Brokers & suppliers, what would you like next?

Complete our short poll and help shape the next big advancement within our Supplier PORTAL.

Please select one option for each question:





    We Wanted To Say Thank You

    We’re thrilled to announce the launch of our new Dashboards module and it’s all because of the great feedback we’ve received from brokers like you.

    With our new Dashboards module, our reports now look and feel great. They’re also customisable to your requirements. You could say that they're the perfect icing on the cake pie.

    Here's a recap of the other incredible features our system already offers:

    • Instant Matrix Pricing
    • Custom Pricing
    • Portfolio Management
    • Task Management
    • Lead Management
    • Make and Monitor Outbound Calls
    • Commission Forecasting & Reconciliation
    • Employee and Referrer Payment Profiling
    • Your Own Branded Customer Portal
    • DocuSign Integration

    ...And much much more!

    Interested in seeing what takes our CRM reporting to the next level?

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