The part most people get wrong
One screen, not six logins
Most marketing bolts on a pile of tools and hands you the logins. You’re a broker, not a marketer — you’ll never touch half of them. So we don’t do that.
You get one screen, in plain English, built for you. Everything else runs underneath, out of sight. You never see a tool. You see your business.
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On your screen
Your marketing, at a glance
New enquiries this week
With the trend behind them, and where each one came from.
Who’s been on your website
At company level, flagged when they’re already a client or on your target list.
What’s running, and how it’s doing
Spend, enquiries, pipeline and won business for each campaign.
Your pipeline
Open opportunities and what they’re worth, building month by month.
The cross-sell in your own book
Clients with one policy who need more, and renewals due in the next 90 days.
Your sale value
The figures a buyer will ask about: growth, retention, data quality.
What it lets you do
Five things. That’s all.
- Approve content, or ask for changes
- Log a phone enquiry
- Mark a lead won or lost
- Add or update a client
- Ask the team for something
Each one shows as sent, then done, so you always know where it’s got to.
And it’s an asset
A buyer can see it running
That one screen is also an asset. A buyer paying for a business they can see running on a clean, single system values it far above a filing cabinet in your head.
- Client data held in the UK or EU
- Every contact carries a lawful basis and a consent date
- You see only your own brokerage’s data
What happens first
A short conversation, then a straight answer
Your book, your timeline, and what a good exit looks like for you. If it’s not worth it for you, we’ll say so.
Let’s grab a coffee- A short chat about your book, your timeline and your exit
- We look at your existing data and current setup
- A straight answer: where the value is, what we’d do first, what it costs