Experience for Insurance

Insurance broking software for brokers and TIIs

An easy-to-use insurance business system for brokers and tied insurance intermediaries, integrated with financials, documents and workflows so your team works from one version of the truth.

Built for intermediaries

Manage your clients, policies and accounts together

Experience brings your client records, policies, renewals, claims, documents and accounts into a single system, so your team spends less time searching and more time serving clients.

  • Client and policy management
  • Renewal notices, issued in bulk
  • Claims management
  • Document management, including policy documents and IPIDs
  • Client statements and receipts, integrated with financials
  • Customer Portal so clients can view their policies and claims and pay online

Why brokers and TIIs choose Experience

  • Fewer systems and fewer integrations
  • Automated renewals, statements and receipts
  • Customisable to fit the way you work
  • In-house support from the people who build it
Experience Business Applications

Works together with the rest of Experience

Every module shares the same data, so nothing is entered twice.

Financials

Accounting, VAT, multi-company and multi-currency

Learn more →

Insurance Agencies

For agencies acting on behalf of insurers

Learn more →

Workflows

Move work between people without chasing

Learn more →

See Experience in action

Send us a message to request a demo. Expect a relaxed conversation focused on understanding your business.