The broker platform and client app are live
Short-term insurance,
closer by design.
A customer relationship management platform for short-term insurance brokers, with connected tools for documents, policy requests, signatures and everyday client service.
Live Broker web platformLive Client web portalLive Android client app
THURSDAY, 23 JULYGood morning, broker
BRRecent activityView all
Policy amendmentVehicle details receivedNew
Document signedClient action completedDone
09:41● ● ●
My Personal BrokerConnected to your broker
GOOD MORNINGWhat can we help
you with today?
you with today?
01Quick amendmentAdd or remove an item→
02My policiesView current documents→
03Emergency contactsHelp when you need it→
✓Signature completedClient action recorded
Platforms liveWeb and Android
01 / ONE RELATIONSHIP
Bringing Broker and Clients Closer
The right action, in the right hands, at the right moment.
My Personal Broker does not replace the professional broker relationship. It gives that relationship a clearer digital place to work—across the office, the web and the client’s Android phone.
02 / CRM AT THE CENTRE
Customer Relationship Management
A CRM built for the way insurance brokers work.
My Personal Broker is a customer relationship management platform purpose-built for short-term insurance brokers. It brings client information, policy context, requests, documents and follow-up into one connected working view.
Know the relationship
Keep each client’s details, policies, insurer information and documents organised around one ongoing broker relationship.
Manage the next action
See requests, document activity, notifications and follow-up that need attention without losing the client context behind them.
Serve clients across channels
Connect the broker workspace to the client web portal and Android app so service continues wherever the client chooses to engage.
Keep the human connection
Use clearer records and workflows to support personal advice and professional follow-up—not replace the broker relationship.
CRM is the foundation.The rest of the platform extends it.
Broker Admin, the client web portal and the Android app add practical tools for electronic signatures, amendments, policy access, emergency information and client notifications.
Explore the broker CRM →One platform, three live experiences
Built around how brokers
and clients actually connect.
Each experience is focused on what that person needs to do, while every interaction stays connected to the broker relationship.
01FOR BROKERSLIVE
The broker CRM, in one clear view.
Manage client relationships, policy context, amendment requests, documents, notifications and team responsibilities from the Broker Admin CRM platform.
- Central client relationship records
- Policy, document and request visibility
- Broker-aware team access
02CLIENT WEBLIVE
Simple actions, close at hand.
Clients can access their digital relationship through the web to review documents, make requests and respond deliberately.
- View relevant policy files
- Request quick amendments
- Review and sign documents
03ANDROID APPLIVE
The broker relationship, in their pocket.
The My Personal Broker Android app gives clients practical access to the features they need when they are away from a desk.
- Electronic signatures
- Policy and document access
- Emergency contact numbers
03 / EVERYDAY MOMENTS
Less chasing.
More clarity.
Purpose-built tools for the moments that keep a short-term insurance relationship moving.
Explore security and POPIA →Insurance broker CRM
Bring client records, policy context, documents, service activity and follow-up together in one customer relationship management system built around the broker relationship.
Electronic signatures
Clients open, review, accept and deliberately sign assigned documents, creating a clearer record of their action.
Quick amendments
Structured add-item and remove-item requests reach the broker workflow with the information needed for follow-up.
Current policy access
Relevant policy and client documents stay available through controlled, broker-linked access.
Emergency information
Clients can reach relevant insurer emergency contact numbers from the Android app when time matters.
Meaningful notifications
Clients and broker teams stay informed when a request, document or follow-up needs attention.
Broker-aware access
Root broker, sub-broker and staff responsibilities remain separated through considered workspace boundaries.
Trust belongs in every interaction
Professional by nature.
Protected by design.
POPIA-conscious handling, private document access, protected identity patterns and role-aware boundaries support the responsibility brokers carry every day.