Broker Workbench & CRM

Insurance Life Cycle Solutions

Connecting information, data models and risk information into a single platform to enable brokers and underwriting agencies to combine their end to end operations into a variety of solutions, customised to their requirements via the flexible, modular system. The robust API solution set, brings agility and limitless scalability to the solution.

Insights & Risk Profiles

Designed to give brokers the same level of insights that insurance companies have access to via their own GenAI solution, built to navigate large data models, vast open source information sets to help brokers understand their customers and their businesses. Through the application of these models which draw on a combination of proprietary broker, industry and open source information to deliver unparalleled insights for brokers to be a true risk professional.

• Machine Learning System
• Dedicated LLM solutions for data and risk insights

Automation & Workflows

Optimise how work is handled, through the use of data driven actions and workflow management. The in-built AI engine has been developed for insurance brokerages and underwriting agencies with the single aim of removing information chaos. Designed to automate all repetitive workflows in a brokerage and underwriting agency with secure access rules and full audit logs as standard, this solution is designed to enable a greater focus on value creating activities.

• AI Platform
• Compliance Co-Pilot
• Tasks & Workflows
• Automation & Billing

Communication & Connections

Setting a new standard in how brokers and agencies are able to interact through a powerful multi-channel solution, which combines traditional messaging & voice with video chat, co-browsing support and AI assistants to deliver a truly flexible system which meets customers where they are in that moment, enabling them to have relevant interactions with their trusted advisor or underwriter.

• Communications
• Insurer Connections

CRM

At the core of every brokerage and underwriting agency is the CRM system. Traditional CRM systems typically provide a historical view of customers,  working with brokers and underwriters to help design the system, we are confident in the integrated solution, built to boost the client experience through accurate storage of risk & client information and real time next actions, in-built multi-quote solutions for all auto-rated insurance classes and a plug & play forms builder aimed at helping brokers design the customer interaction experience they seek - we are focussed on our goal of giving brokers and underwriters the ultimate digital customer experience system powered by the broader Tamba systems.

• CRM Leads
• Insurer Connections

Fully-integrated Broker Rewards Solution

Going beyond traditional reward models, give your teams access to an exciting next generation rewards platform that is built for them to truly feel valued through a wide range of deals, offers and experiences. Using the scale of the platform to provide a truly unique employee rewards & benefits platform, amplify your company to your employees through exciting discounts, deals and benefits which help them stretch their money even further. The rewards module provides instant access to discounts, exclusive employee offers from large retailers and the rewards engine is able to help personalise these offers.

• Engagement & Loyalty
• Document Management