Automate Operations
We bring the whole process together, connecting systems and people so work moves more smoothly from start to finish.
Explore Automate OperationsBroking & Distribution
Connect the flow from submission to placement, keeping people, information and systems aligned along the way.
Submissions & renewals
Market responses
Prepare. Approach. Compare. Progress.
Market contextTerms & conditionsNext actions
Broker judgement and placement authority
Carry agreed terms into policy operations
Illustrative broking workflow — market selection and negotiation retain broker judgement.
Keep the placement moving. Keep the detail in view.
Wholesale and specialty broking depends on information moving between clients, brokers, markets and operations teams. A submission can be complete in one inbox while the placement record, renewal schedule and customer update tell different stories.
We design workflows that connect those exchanges, make the next action visible and carry agreed information into downstream operations. Software, rules and AI support the work; market relationships, advice and negotiation remain with people acting within their authority.
Build a usable submission and renewal record
We bring emails, documents and existing records together around the risk, so brokers can see what is current, what is missing and what still needs attention.
For renewals, we carry that context forward, making changes, claims information and upcoming deadlines easier to manage without relying on shared inboxes or spreadsheets.
Support market selection and negotiation
We bring appetite information, previous responses and market knowledge into the placement workflow, keeping the source of that information visible at all times.
AI can help summarise submissions and market responses, while brokers remain responsible for judgement, negotiation and approval.
Carry agreed terms into the next handoff
We keep the agreed terms, approvals and supporting documents connected to the placement as it moves into policy and servicing.
That gives downstream teams a clear record of what was agreed, what is still outstanding and where responsibility sits if something needs attention.
Give brokers, customers and operations a shared view
We connect portal interactions and status updates to the underlying workflow, so brokers and customers can see what is needed and what happens next.
For internal teams, that creates a clearer view of progress and outstanding work, while CustomerPortal provides a joined-up digital experience around the systems already running the operation.
Start with one measurable part of the broking operation
We focus first on a workflow where improvement can be clearly seen, whether that is submission, renewal, placement or servicing.
We establish how it works today, make the change in a controlled way and measure the result in the live operation. From there, we can extend what works and continue to improve the wider broking process over time.
Explore
Connected thinking. Relevant evidence.
Connect Fragmented Systems
We review how the service is performing with the people closest to the operation, then use that insight to decide where change will have the most value.
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CustomerPortal
CustomerPortal connects the services, documents and information they need, creating a smoother digital experience without replacing the systems behind it.
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Tysers
Digitised broking processes delivered an estimated 5% efficiency saving across a 200-person operations team.
Read the Tysers storyStart with your operation
What would you change first?
Tell us where work slows down, where systems disconnect, or where your people could do more.
Talk to us about a workflow