What is InsureTech Connect?
InsureTech Connect (ITC) is an online insurance operating system that connects and live syncs all your broking data across various platforms (Winbeat, Insight, OfficeTech etc). This powerful integration allows insurance brokers and underwriters alike, to operate with a higher level of visibility and accuracy across their entire business.
With an inbuilt Document Management System and CRM capabilities at the heart of the platform, powerful automations, and practical AI integrations are created to significantly reduce repetitive admin tasks.
How ITC is transforming business performance
Win Back Hours Every Week
Renewals, debtor follow-ups, refund management and routine compliance tasks run automatically in the background. Your team stops doing the work the platform should be doing for them.
Nothing Falls Through the Cracks
Every task, every client, every policy and every document in one place with automated reminders and workflow triggers ensuring nothing is ever missed or overlooked.
A Better Journey for Your Clients
Through a secure self-service portal your clients can access policies, submit documents and manage renewals online. Online quote and bind means prospects can get covered faster, with less friction and without your team lifting a finger.
Grow Without Growing Your Headcount
ITC absorbs the operational workload that would otherwise require additional staff, giving your brokerage the capacity to take on more clients and more revenue without a proportional increase in cost.
ITC: Your insurance operating system
ITC is a modular platform, which means you start with what your brokerage needs today and expand as you grow. Every module is built to work together so the more of ITC you use, the more powerful it becomes.
The Platform Built for Your World
ITC is a cloud-based insurance platform designed exclusively for brokers and underwriting businesses. It sits on top of your existing broking system and connects every part of your operation into a single, unified browser-based interface.
No installation. No rip and replace. No starting from scratch. Just one place where your team can see everything, do everything and never have to switch screens to answer a client question.
And because ITC is built around the way brokerages actually work, every feature, every workflow and every automation has been designed with the specific needs of an insurance broker in mind, not adapted from a generic business platform and made to fit.
True Integration
Most platforms claim to integrate. ITC actually does. Rather than pulling a thin layer of data from your broking system, ITC establishes a genuine connection that keeps your client records, policy data, documents, tasks and communications in perfect sync across every part of the platform in real time.
When data changes in one place, it changes everywhere, giving your team a single source of truth rather than three versions of the same information.
Document management within ITC takes this further because your DMS sits inside the same platform as your workflows, your client data and your automation engine, every document becomes an active part of your operation rather than a static file in a folder. Automated filing, real-time data tagging, workflow triggers linked directly to activities.
Ready to start?
Get in touch with us to book in a demo of ITC.