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Let our experts work their magic.

Effective business Systems are complex. Ineffective ones are costly. 

With our advanced business systems, you’ll have the tools and technology to manage your brokerage more efficiently and effectively, freeing you to focus on what you do best: growing your business and serving your clients.

What our business systems can do for you.

Acturis: A Leading Insurance Broking Platform

Acturis is at the core of our business systems, offering an industry-leading platform that’s designed specifically for insurance brokers. With Acturis, you’ll have access to:

  • E-trading Capabilities: Place policies quickly and efficiently with instant access to a wide network of insurers.
  • Policy Management: Manage policy renewals, mid-term adjustments, and policy changes seamlessly, all from one central platform.
  • Client Record Management: Keep all client information organised and accessible, enabling you to provide a responsive and personalised service to your clients.

Real-Time Reporting and Business Intelligence

Understanding your brokerage’s performance is key to making strategic decisions. Our business systems provide you with real-time reporting capabilities, helping you track key performance indicators, monitor client activity and assess profitability. With these insights, you’ll be able to identify growth opportunities, improve client retention and make informed decisions about the future of your brokerage easily.

Dedicated Systems Support and Training

We know that a powerful system is only effective if you know how to use it. That’s why our Business Systems Team provides comprehensive training and ongoing support. Whether you’re just getting started or need a quick refresher, our team is available to guide you through every feature and function. We also offer regular surgeries where you can learn tips, ask questions, and ensure you’re getting the most from the platform.

Your business at your fingertips.

Systems are a base pillar in any operation which is why we’ve made it a priority to invest in the very best technologies, and it’s an ongoing commitment. Our business systems are designed to simplify your operations and enhance client service, all while maintaining the flexibility and independence you value as an independent insurance brokerage owner.

Your Business Systems Manager Lucy Mistry

Elevate your operations with Momentum’s business systems.

With our advanced business systems behind you, you’ll be able to streamline operations, improve client service, and focus on what matters most – growing your brokerage. We’re committed to equipping you with the tools and technology you need to stay competitive and compliant, all while preserving the independence and flexibility you value.

Explore our partner benefits: