R2ST Insurance Broking System

Who it is for

Insurance brokers, placement teams, account executives and finance.

Scope for your demonstration

Explore the following scope with our team: Client and prospect records; Risk information and submissions; Market enquiries and quotation comparison; Placement and insurer participation; Policy servicing and renewals; Premium collection and allocation; Commission and insurer reconciliation; Claims assistance and complaints records. We will confirm the available modules, required configuration and any implementation extensions for your requirements.

A connected operating workflow

Understand the client’s risk; prepare submissions; compare insurer terms; record the placement decision; service policies; track renewals; reconcile premium and commission; support claims communication.

Information for management

Renewal pipelines, placement status, insurer balances, client receivables, commission income and service exceptions. This is broker operations software; it does not represent Starz offering regulated broking services.

Implementation and integration

We begin with requirements, workflow and data mapping. Configuration, integration, migration, testing, user acceptance and role-based training follow an agreed plan. Hosting, identity, access control, audit logging, backup and recovery arrangements are confirmed in the solution design.

See the relevant workflow

Request a demonstration built around your institution’s use case. We will identify the functions available today and distinguish them from configured or proposed extensions. Related expertise: Governance, Controls & Compliance.