Instant Broking is a UK-based insurance brokerage with nearly 40 years of history, formerly operating under the name IMS.

Traditionally a manual broking house, Instant works across multiple insurer portals to place business and secure the best terms for clients. While this approach delivered strong market access, it also introduced increasing administrative burden as the business grew.

With a small, highly active team, Instant recognised that continuing to rely on manual processes would limit efficiency, scalability, and speed - all of which are central to their brand.

The Challenge

Before adopting BrokerCentral, Instant had already experienced the downside of investing in technology that promised efficiency but failed to deliver it.

Their previous system:

  • Offered no meaningful integration, despite significant cost

  • Introduced more manual steps rather than automation

  • Made it difficult - or impossible - to correct simple mistakes

  • Required processes to be deleted and rebuilt if dates or details were wrong

Instead of saving time, the system slowed the team down.

One of the biggest pain points was payments and accounting admin.

“We were probably spending around 20% of our time just chasing people for money. For me personally, it was closer to 40%.”

This created duplication of work, unnecessary friction, and a drain on senior time that could have been better spent growing the business.

Looking for a Better Fit

Instant had done extensive market research over the years, reviewing:

  • Large, well-known broker platforms

  • General CRMs not designed for insurance

  • Newer AI-led tools entering the market

While some platforms had impressive features, none offered the combination of flexibility, insurance-specific workflows, and responsive support that Instant needed.

BrokerCentral stood out after the team saw it in action and recognised that it aligned closely with how they actually work as brokers.

Onboarding & Implementation

The move to BrokerCentral was intentionally straightforward.

“You couldn’t have made it easier for us, to be honest.”

Key aspects of the onboarding experience included:

  • Full support with data migration from the previous system

  • Step-by-step guidance throughout setup

  • Direct access to the BrokerCentral team via live chat - even outside standard hours

“There was an evening where I jumped on at about 8pm, and one of the team was helping me on the live chat. That speaks volumes.”

The wider team adapted quickly, with brokers finding the system intuitive and easy to use from the outset.

Day-to-Day Impact

Faster, Simpler Workflows

BrokerCentral has streamlined the entire broking journey:

  • Lead → proposal → fact-find → policy → payment

  • Clear visual pipelines and Kanban-style workflows

  • Easy task creation and prioritisation

  • Fewer systems required to manage day-to-day work

“Everything is central. I don’t need lots of other systems to manage what I’m doing.”

Crucially, brokers can now fix small mistakes themselves, without escalating issues or redoing entire processes.

Reduced Admin & Faster Payments

One of the biggest wins for Instant has been the introduction of structured proposals with integrated payment links.

Instead of sending multiple documents and manually monitoring invoices:

  • Clients receive a single, clear proposal

  • Payment can be completed immediately

  • Reconciliation happens automatically in the background

“You just see the payment come through - and you don’t have to call the client.”

This has significantly reduced admin friction and sped up the quote-to-bind process.

Instant estimates they are already operating around 20% faster, even before the system is fully configured.

Better Management Information & Compliance Support

BrokerCentral has also improved access to data and reporting:

  • Real-time MI dashboards

  • Easy export of data into Excel or CSV

  • Faster compliance and regulatory reporting

Previously, some data could only be exported as PDFs - limiting its usefulness.

“With BrokerCentral, it takes two clicks to get what we need.”

This has opened the door to integrations with external services and improved oversight across the business.

Support That Makes the Difference

Support has been a standout element of the experience.

Instant describes BrokerCentral as:

  • Highly responsive

  • Collaborative

  • Genuinely open to feedback and ideas

“Whoever I interact with on chat is straight back to me, keeping me updated or asking my opinion.”

Rather than feeling locked into a rigid system, Instant feels part of an evolving platform shaped by real broker input.

A Competitive Advantage Built on Speed

For Instant Broking, speed is not just an internal efficiency gain - it’s a market differentiator.

“Speed. That’s what sets us apart. BrokerCentral is the glue in the middle that helps us do that.”

Faster proposals, quicker payments, and reduced admin all translate into a better client experience and a stronger competitive position.

Looking Ahead

Instant’s long-term vision is to become increasingly digitally focused, using flexible integrations and automation to support future growth.

BrokerCentral is seen as a key enabler of that strategy - providing the foundation to evolve without being constrained by technology.

“Systems have held brokers back for a long time. If you’re not using modern tools now, you’re probably going to be left behind.”

Would Instant Broking Recommend BrokerCentral?

Yes - without hesitation.

“It’s an easy-to-use, intuitive, and very responsive system. It just does what you want it to do.”