5 Questions Every Broker Should Ask About Software to Start the Year
The start of a new year is the perfect time for insurance brokers to review how their broker software and insurance management systems are supporting their business. The right insurance broker software can save time, improve efficiency, and give better insight into clients and operations, while the wrong system can slow things down.
Here are five key questions every broker should ask about their insurance broker software:
1. Is our insurance broker software giving us the insights we need?
Many brokers rely on reports and dashboards that are cluttered with data that doesn’t actually drive decisions. Make sure your broker management software provides insights that help you manage your team, monitor performance, and spot growth opportunities.
BrokerCentral gives brokers clear, real-time dashboards and highlights the most relevant tasks for the day with its “to-do” feature, helping management focus on what matters most. Learn more
2. How much manual work are we still doing?
Even with good insurance software for brokers, some tasks may still require manual input — such as renewals, client communications, or reconciliations. Reducing manual work through automation lets your team focus on higher-value activities and improves efficiency.
Newman Insurance Brokers recently shared how implementing BrokerCentral transformed their operations. By centralising client and policy management and reducing paperwork, they now generate quotes faster and respond to clients more efficiently — freeing the team to focus on providing better service. Read the full case study
3. Do we have clear visibility across the business?
A good broker operations software should provide a clear overview of client activity, revenue streams, and potential bottlenecks.
BrokerCentral provides a clear platform where brokers can see everything they need, from contacts and policies to accounts — all in one place, helping you manage your business with confidence. Learn more
4. Are our systems integrated and working smoothly together?
Disconnected tools can lead to mistakes, double-handling, and wasted time. Your insurance CRM and other broker software should integrate seamlessly to streamline workflows and reduce errors.
BrokerCentral enables smooth, seamless working by integrating key systems and allowing tasks to be assigned between team members. This makes collaboration easier and ensures nothing falls through the cracks. Learn more
5. Will our broker software support growth this year?
Look ahead: can your insurance broker software scale as your business grows? Will it help you handle more clients, improve efficiency, and adapt to new regulations? Planning now can prevent challenges later.
As your business grows in 2026, having software that adapts to new clients, workflows, and regulatory requirements can make a huge difference to operational efficiency and client service.
Final Thoughts
Starting the year by reviewing your broker management software is a small step that can make a big difference. Even minor improvements in your insurance software for brokers can save time, improve service, and give better control over your business.
If you want guidance on getting the most from your software, a short conversation could spark big improvements. Get in touch now.