One connected system for clients, placements, policies, renewals, claims and brokerage.
Manage client records, risk details, insurer quotes, placements, policies, endorsements, renewals, claims and brokerage in one system. Each client carries the policies held with several underwriters, the proposal forms and certificates behind them and the dates that fall due. Account handlers, producers and claims staff work from the same client file, and the finance team matches insurer statements and bordereaux against it.
- Insurer lists, classes of cover and brokerage terms entered the way you trade
- Client files, live policies and renewal dates migrated
- Changes to forms, stages and reminder rules made by GullySystem staff when asked
GullySystem configures Insurance Broker Management Software for brokers placing cover with several insurers, across client files, quotes, policies, renewals, claims and brokerage. Each client file holds every policy, endorsement, declaration and claim. Renewal lists, premium receipts, pro-rata rebates and insurer statements stay linked to it.
What goes wrong before the software.
How the work flows through it, step by step.
- 1
Enquiry and fact find
A client or an introducer asks for cover. The handler records the risk details, the existing policies, past losses and what the client needs protected.
- 2
Market approach and quotes
The broker sends the risk to chosen underwriters and logs each reply. Terms are set side by side so the client sees the differences in deductible and wording.
- 3
Placement and policy
The client picks an insurer and the cover is placed. The policy, its schedule, the cover note and its documents are filed under the client.
- 4
Billing and premium
Premium and any fee are invoiced to the client, with instalments where agreed. Receipts are posted. The amount due to the insurer is tracked.
- 5
Servicing and claims
Mid-term changes become endorsements. A claim is logged, passed to the insurer and followed through the adjuster’s visit, the reserve set and any subrogation recovery, right up to settlement and closure of the file.
- 6
Renewal
The renewal list shows each policy before expiry. Handlers re-approach the market or confirm the existing cover, and the cycle repeats.
What is inside.
Every module can be switched on, left out or changed to match how your team already works.
The business modules it is built from.
Each one is also available on its own, or inside a system built for you.
- Contact & Account Management
Each business or individual is held as an account with its contacts and risk details, and every policy placed through the firm hangs from it.
- RFQ and Quote Comparison
One risk goes to several underwriters, each reply is logged against it, and limits, deductibles and premium appear side by side for the client.
- Contract Management
Every policy is filed with its schedule, period and sum insured, and each mid-term change is recorded as an endorsement on the same record.
- Service Reminders
Expiry dates feed a renewal list, reminders go to clients ahead of time, and the outcome of each policy is recorded.
- Ticket Management
A claim becomes a numbered record with an owner, its repair estimates and insurer replies, so staff can answer a client without searching email.
- Document Management
Schedules, cover notes, certificates, proposal forms and letters are stored against the client and the policy and can be emailed from the record.
- Receipts Management
Premium and fees are invoiced and receipts posted, and the amount that must be passed on to each insurer is kept in view.
- Commission and Incentives
Brokerage terms are held for each insurer and producer, and statements and bordereaux are matched to policies so shortfalls and shares owed are visible.
How we would put it in.
Setup, data migration, integrations and anything built on top.
Tools it connects to.
Each connection is scoped for your own account, one data flow at a time.
One system, each person sees their part.
For brokerage owners
See renewals due, premium written, open claims, brokerage owed and outstanding client balances.
For account handlers
Hold the client file, request quotes, issue endorsements and work the renewal list. Everything is in one place.
For producers and referrers
Log enquiries, follow their own clients and see the brokerage share agreed with the firm.
For claims staff
Log claims, chase repair estimates and adjusters, and keep each policyholder informed.
For finance
Invoice premium, post receipts, match insurer statements and bordereaux, and settle amounts due to insurers.
The numbers the owner asks for.
- Renewals due by month, class and handler
- Quotes requested and placed by underwriter
- Policies in force by client and class of cover
- Open claims by insurer, adjuster and age
- Premium written by class and producer
- Brokerage received against brokerage expected
- Client balances and amounts due to insurers
Who this is built for.
- Commercial brokers who place property, liability, marine hull, cargo and fleet cover for businesses
- Personal lines brokers who arrange home, motor and travel cover for individuals
- Specialist brokers who work in one class such as construction, transport or professional indemnity
- Brokers with several handlers who share clients and a renewal list
- Brokerages that pay sub-brokers or introducers a share of brokerage
When it is not the right choice.
- An agency that sells for a single insurer needs Life Insurance Agency Management Software or General Insurance Agency Management Software.
- An insurer that underwrites risks and pays claims needs a policy administration system, which is a different product.
Adapted to your business before it goes live.
You are not handed a login and left to it. The product is set up around your records, your people and the tools you already use.
Works alongside
- SMS
- WhatsApp and other messaging
- Insurer statement import
- Accounting software export
- Spreadsheet import
Questions owners ask before a demo.
Does it connect directly to insurer systems?
Not as a standard feature. Quotes, statements and bordereaux are loaded by file or entered by hand. A direct feed from a particular insurer is scoped separately.
How do we compare quotes from different insurers?
Each reply is logged against the same risk with limits, deductibles, excesses, exclusions and premium. The handler sets them side by side and sends the client a summary.
Can one client hold policies with several insurers?
Yes. The client file lists every policy whoever issued it, with period, sum insured, premium and the handler responsible. A reinsurance or coinsurance split is noted on the schedule.
How are renewals tracked?
Each policy has an expiry date and feeds a renewal list. Handlers see what is due, send reminders and record the outcome for each one.
Can claims be followed through to settlement?
Yes. A claim record holds repair estimates, insurer replies, adjuster notes and status changes, and the client can be updated from it.
Can we pay sub-brokers a share of brokerage?
Yes. Each producer or introducer has an agreed share by insurer and class. The amount owed is worked out from brokerage actually received.
Does it handle premium held on behalf of clients?
It records premium received, amounts due to insurers and dates paid on. Whether those rules match your local requirements is reviewed during implementation, with your finance lead and compliance officer present.
Can client files be brought across from our spreadsheets?
Yes. Your spreadsheets supply client names, policy details, renewal dates and open claims, and a handler compares a sample against the original schedules before anyone relies on it.
Who owns the client data?
You do. The quotation states how client files and policy histories can be handed back to you, so nothing is left to argue about later.
How is the cost decided?
The quotation reflects your handlers, your producers and the insurers you deal with. Before that, we walk through a demonstration built on your own client types, from fleet owners to householders.
Wondering what it costs? Six questions give you a written scope and the buckets any quote should separate.
Businesses that use this.
See Insurance Broker Management Software with your own data.
Tell us how you run things today. We’ll show you the parts that matter to you and say plainly what would need changing.
- No obligation
- A reply within one business day
- Your details stay private
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