In a competitive market, broker software has to do more than support day-to-day operations. It has to reduce cost, handle complexity and help you grow GWP without adding risk or admin overhead.
Open GI provides insurance broker software that unlock a faster, more accurate and more profitable way of working. All our software is scalable, so you’ll never be oversold or pay for capabilities you can’t use.
Broker management capabilities giving your teams a complete, compliant view of every client.
All client information is centralised in a single 360-degree view, bringing together policies, documents, communications and transaction history. Every interaction is automatically logged, creating a clear audit trail that supports FCA requirements and internal governance.
Built-in data controls support GDPR compliance, including secure access permissions and tools to manage data retention and ‘right to be forgotten’ requests, without manual workarounds or added risk.
Management software supporting the full policy lifecycle. Without compromise.
From initial quote through to renewal and cancellation, brokers can manage commercial and personal lines side by side within a single system. High-volume personal lines business via aggregators is handled alongside complex commercial risks, without forcing teams to switch platforms.
Support digital journeys through customer self-service portals, helping you reduce inbound admin while giving clients faster access to documents, renewals and key policy updates.
Live connectivity to a range of the UK’s insurers, aggregators and enrichment services reduces re-keying, improves quote accuracy and shortens time to bind.
Software designed to help brokers grow without increasing operational strain.
Delegated authority schemes can be configured, priced and distributed directly through the platform, allowing brokers to build bespoke products while retaining control and oversight. Automated workflows reduce manual processing and duplication, freeing teams to focus on higher-value activity.
Use dynamic pricing engines to support product agility, scheme performance and smarter underwriting decisions across channels.
The software scales from growing brokerages to enterprise-level operations, supporting expansion, acquisitions and new distribution models without system replacement.
Integrated client money and IBA ledgers support accurate segregation, reconciliation and reporting, while automated insurer reconciliation and bordereau management reduce finance workload and error risk.
Real-time dashboards provide visibility of GWP, conversion rates, retention and performance by product, insurer or channel. This gives principals and finance leaders the data they need to make confident decisions.
✔ Commercial
✔ Personal
✔ Schemes
✔ Delegated authority
✔ Integrated IBA
✔ Bordereau management
✔ Direct debit integration
✔ Aggregators including Compare the Market
✔ Insurer connectivity
✔ Data enrichment services inc. credit checks
✔ Cloud-hosted
✔ Mobile-ready
✔ 24/7 client portals
Switching broker management systems doesn’t have to be disruptive.
We work with you to understand your book, workflows, integrations and regulatory requirements before configuration begins.
Data is migrated with accuracy and security at the forefront, ensuring historical records, financial data and audit trails are preserved.
Dedicated go-live support helps teams adopt the system quickly, with ongoing broker management assistance available as your business evolves.