How it works
We run it. You see it, and sign off what matters.
This isn’t software you’re left to run. The technology does the heavy lifting; the people make the calls and get it done. You stay a broker.
The technology
It sits alongside your broking system — never replaces it
- Your one screen · everything, in plain English
- Your data · the single client view — the exit asset
- The tools · CRM, email, ads, website, call tracking
- Your broking platform · Acturis / Applied / OpenGI — untouched
And it’s all yours
Your policies and placement stay exactly where they are. We pull your client data into one clean picture so marketing works off what’s real.
The data and the screen are built for you and owned by you. You keep them — they sit on your side of the table when you sell.
How it runs
Three phases — and you can start where you are
One continuous engagement, timed to your exit. The phases overlap rather than stop and start.
Months 0–6
Foundation
One source of truth and a plan.
- CRM and your one screen set up
- Your book cleaned and enriched
- Strategy and positioning agreed
Months 3–18
Growth
Real, visible growth.
- Content and LinkedIn campaigns
- Email nurture to your book
- A pipeline you can show, attribution live
Months 18–30+
Acquisition-ready
An engine a buyer pays more for.
- A documented, repeatable system
- A data room ready to open
- Growth and retention packaged for the sale
What we need from you
About an hour a week
- An export of your client book from your broking system, refreshed regularly
- Approvals on content and campaigns: a few clicks on your screen
- A short monthly review with us
- Phone enquiries logged as they come in (one button)
What we never do
The lines we don’t cross
- Change anything in your broking system. We only read from it.
- Identify individual people who visit your website. Companies only.
- Scrape LinkedIn, or buy lists without a lawful basis
- Hold your client data outside the UK or EU
- Keep your data. It’s yours, and it goes with the business when you sell.
Questions
What brokers usually ask
Do we have to change broking system?
No. Acturis, Applied and OpenGI stay exactly as they are. We read an export from them; nothing is written back.
Will you contact our clients without us knowing?
No. Anything that goes to your clients appears on your screen for approval first.
How soon will we see results?
Cross-sell and renewal campaigns to your existing book usually move first, because those clients already know you. New-business campaigns take longer to build. You’ll see every enquiry, and where it came from, as it happens.
What if we sell sooner than planned?
Then the acquisition-ready work comes forward. Clean data and documented growth help at any stage.
What happens first
A short conversation, then a straight answer
Your book, your timeline, and what a good exit looks like for you. If it’s not worth it for you, we’ll say so.
Let’s grab a coffee- A short chat about your book, your timeline and your exit
- We look at your existing data and current setup
- A straight answer: where the value is, what we’d do first, what it costs