Broker Support Services

A broking team that works for you

Are you someone with the ambition and drive to build a successful insurance brokerage? Do you want to be supported by an experienced and professional team who are as dedicated to your success as you are? Welcome to Momentum, the network with a broking team with the relationships to make things happen for you and your clients.


You’ll be delegating your underwriting authority to experienced insurance brokers who will source the right policy at the right price. You’ll also get access to a team of dedicated account handlers to look after your day-to-day requirements. And for your private clients, we have a team of experts who offer a discreet and personalised service.


Our partners benefit from outstanding broker support from our qualified, knowledgeable team. While we always strive to get your clients the best price, we do not just send risks to the market. We take the time to understand your client’s business and their unique needs. We’ll match the complexity and type of risk of the business you want to place with one of our specialist brokers. They will then negotiate the whole insurance programme – terms, earnings and premium.

Exceptional market access

With our broking team working for you, you’ll have the edge you need to win and retain business. As a smaller broker, you may not have access to the range of insurers to grow your business. Momentum is your gateway to more than 220 agencies and insurers in both the UK and international markets. We’ve developed strategic relationships with some of the UK’s largest insurers and niche providers, so whatever your business, we’ve got you covered.

We’ve got the best contacts with the right agencies and insurers because we place quality business with them. In return, our insurance brokers benefit from a vast range of standard and bespoke policies they can offer to their clients.

Exclusive policy wordings

The collective strength of our network and the positive relationships with the insurers we work with helped us to negotiate exclusive, non-standard policy wording for many contracts. This exclusivity means you can offer your clients a high calibre of service, setting you apart from the competition.


You may already have some relationships in place with insurers – that’s fine by us. If we’ve got something we think will be more beneficial for you, we’ll let you know, and you can decide what’s best for your clients.

Broker support services

We provide a full range of broker support services, so instead of spending time trying to build relationships with insurers, you can concentrate on growing your client base. Our services include:

  • finding the right schemes and products for your target audience
  • technical assistance with complex risks or unusual claims
  • single point of contact for larger, more complex cases
  • client visits at your request
  • development of bespoke propositions for specialist areas.

Our established partners achieved an annual growth rate of 23% against an industry average of 2.9% in 2018/19. If that sort of growth appeals to you, talk to us. Momentum can provide you with the stability and security you need to realise the true potential of your business.

“Despite being a member of a network previously, we have wider access to insurers and we are more competitive with Momentum” – Paul Nix, Towan Insurance Brokers

Insurance Business Support

If you are thinking of setting up your own insurance brokerage, there will be a thousand things on your to-do list. Bringing in business will be a top priority, but what about all those support functions you need to underpin your brokerage and prime it for the best chance of success? Accounts, marketing and business development functions all need to be put into place, as well as IT systems installed and Management Information (MI) produced so you can see if you are hitting your targets.

Why not make life easier by enlisting the support of a professional insurance business support team – a team that has spent the past 10 years developing the perfect business back office. Then, you can take your excellent sales record and technical insurance knowledge and start to grow your client list and establish yourself in the market.

Momentum’s insurance business services

Momentum will provide you with all the support you need to set up and run a thriving business. We’ll enhance your efficiency while you build relationships with insurers and shape your plans for the future.


Our finance team are here to deal with all of your accounting requirements. You won’t have to deal with client money as all payments will come directly to us. We’ll also take care of insurer reconciliation and payments. All payment activities are recorded centrally on Acturis, a market-leading insurance IT system. Using a digital process lessens the chance of losing documentation and reduces error rates.

You’ll benefit from:

  • Transparent reporting and settlement
  • Real-time MI that shows your earnings – no surprises
  • Full audit trails for all transactions
  • Secure payment facilities via Premium Credit
  • Credit control reporting

Business development

Momentum’s insurance business development services include a dedicated business development manager, access to mentoring from industry leaders and business planning support. Our business planning experts will help you align your business plans with Momentum’s, maximising your chance of success, as well as:

  • Exit planning
  • Estate planning
  • Merger and acquisition support
  • Return on investment


Our in-house marketing team will help you build your brand and establish a strong digital presence through website design, email and social media. Our extensive library of content, including campaign materials and how-to guides, will enable you to reach new clients and add value to your existing relationships. Our insurance marketing services can help you to:

  • Set up your website
  • Put together a marketing plan
  • Identify ways to manage client relationships
  • Create your brand message

Management Information

Whether you are building a business or expanding an established one, you need to know how your business is performing. Our MI reporting function gives you insight into what is happening with your clients. Our qualified business analysts will build dashboards so you can easily access your business information. We’ll also provide you with benchmarking tools so you can see how your business is doing compared with other Momentum partners.

Learning and development

A key element in the success of any business is continually honing your skills to help you stay one step ahead of the competition. As well as in-house training for systems, Momentum also provides you with an online portal for professional development. You can use it to:

  • Develop business skills
  • Meet governance and competence requirements
  • Improve soft skills, eg communication
  • Learn technical skills, eg motor claims

We also run more than 50 webinars, seminars and workshops each year. This way, you can keep up to date with the latest industry trends and industry thought leader commentary, and interact with insurance partners across the network.


Momentum provides all of our partners with Acturis, an award-winning insurance software solution. It is also used by some heavyweights of the insurance world, such as Aviva and Axa. We love it because it’s an end-to-end solution, so we can use it across all our departments, from accounts to underwriting. It’s also quick and reliable and we can tailor it to meet the exact needs of our broker partners.

Why Momentum?

Our operations team is full of experienced brokers, underwriters, project managers, business analysts, accountants and marketing professionals, all ready to provide you with premium business support. We understand the challenges you face and the job you do because we’ve done it ourselves. We can communicate with insurers on your behalf in their language, ensuring we get the best result for your business. Got a problem? We’ll look at it for you and help you solve it.

We know what a professional head office should look like, and we have created it at Momentum. We won’t just give you access to systems and send you on your way; we’ll give you the business support you need to develop a successful brokerage. If you want to know more about our services, our team will happily talk to you about your requirements and how Momentum can help.