A compliance automation for a insurance broking business tackles one specific leak: general insurance broking runs on disclosure and deadlines, renewal invitations, financial services guides, product disclosure delivery, and remuneration disclosure, all with obligations and timing that have to be met. Keeping current copies of every document and evidence that each was issued on time is a spreadsheet and a lot of manual checking. The day one slips unnoticed is the day you carry real regulatory exposure, and you usually find out at the worst possible time. 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
General insurance broking runs on disclosure and deadlines, renewal invitations, financial services guides, product disclosure delivery, and remuneration disclosure, all with obligations and timing that have to be met. Keeping current copies of every document and evidence that each was issued on time is a spreadsheet and a lot of manual checking. The day one slips unnoticed is the day you carry real regulatory exposure, and you usually find out at the worst possible time.
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.
A compliance platform that watches every renewal and disclosure obligation against its deadline and your process, and flags what is due before it slips. It tracks renewal invitations, disclosure documents and the evidence that each was issued, chases the responsible broker automatically when something is due, and alerts your compliance manager with the full context. It works alongside what you run in WinBEAT or INSIGHT, so obligations are monitored continuously rather than audited in a panic before a review.
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 you can see, at a glance, which renewals and disclosure obligations are on track and which are not, across the whole book, instead of trusting a spreadsheet someone updates when they remember.
Month three. By month three the automated chasing has closed most of the gaps that used to sit open, missed deadlines are the exception rather than the norm, and a compliance review becomes a report you run rather than a week of frantic collection.
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 compliance automation 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.