A automation and integration for a insurance broking business tackles one specific leak: client and policy detail captured in your broking system gets re-keyed by hand into Sunrise Exchange and the insurer portals, then again when an endorsement or claim comes back. It is slow, it ties up support time, and every re-key is a chance for an error that corrupts a policy schedule and gets discovered too late to fix cleanly. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.
Information current as at 4 July 2026
Client and policy detail captured in your broking system gets re-keyed by hand into Sunrise Exchange and the insurer portals, then again when an endorsement or claim comes back. It is slow, it ties up support time, and every re-key is a chance for an error that corrupts a policy schedule and gets discovered too late to fix cleanly.
This is not a generic problem with a generic tool bolted on. It is a specific leak in a insurance broking business, and the system is built to close it. You can see the full picture of where a insurance broking business leaks margin on the insurance broking industry page.
The integrations that move client and policy data between your broking system and the portals automatically. Detail captured once in WinBEAT or INSIGHT flows into Sunrise Exchange and insurer portals without re-keying, endorsements and claim updates reconcile back against the client, and the handoffs that used to depend on someone remembering to update the other system just happen. Where a portal has no clean connector, we build the path that works, with error handling so nothing fails silently.
Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.
Week one. From week one, the double entry starts disappearing: detail captured once in the broking system shows up in the portals without a support person re-typing it, freeing hours and removing a whole class of transcription errors.
Month three. By month three the flow between your broking system and the portals runs itself, your policy data is cleaner because it is entered once, and your support team is doing exceptions and client work rather than data entry.
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built automation and integration for a insurance broking business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.