Offlico

Insurance broker: keep client work and business admin together

Keep your client work and the ordinary business details of insurance broker work in one place: contacts, locations, reminders and payments.

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A broker points to a desk calendar beside shop photographs while a business owner holds an open document.
A broker listens as a showroom owner gestures towards the stock warehouse behind them.

Features

Keep the business side moving

Keep the practical business side of insurance broker work connected, from the next booking through to payment.

Offlico weekly calendar shown on a phone

Calendar

See your client work, locations and the next part of the day in one diary.

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An insurance broker and bicycle mechanic look at illustrated cover diagrams across a workbench.

Your own enquiries

Use your own channels for insurance broker enquiries, then organise suitable accepted work in Offlico. Local customer requests are not currently available for this role.

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An insurance broker takes notes while an upholsterer gestures beside a chair and workbench.

Online booking

Let people request insurance broker work without a chain of calls and messages.

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Offlico client contact and address details shown on a phone

Client records

Find contacts, previous insurance broker work and everyday business notes together.

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Offlico reminder responses shown on a laptop

Automatic reminders

Remind people about agreed work before an avoidable gap in the day.

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Tap to Pay contactless payment screen on an iPhone

Tap to Pay

Take a contactless payment on a supported phone without a separate card reader.

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Made for work on the move

The work is specific. The admin should be simple.

Insurance broker meetings need the business or property risks, current cover and renewal date clear before options are discussed.

Home, workplace or agreed meeting venue

Schedule the insurance broker review ahead of renewal and ask the client to provide policy papers through a secure channel.

Agree when the client will consider cover options and book the next call, with policy and risk detail held in brokerage systems.

The practical difference

One booking. Every part connected.

Booked insurance broker work is more than a time slot. The contact, location, agreed work and follow up need to stay together.

See the complete workflow
01

Plan the work

Schedule the insurance broker review ahead of renewal and ask the client to provide policy papers through a secure channel.

02

Keep the right contact

Keep the booking, location and ordinary business contact details where you can find them.

03

Finish and follow up

Agree when the client will consider cover options and book the next call, with policy and risk detail held in brokerage systems.

Explore the details

Find the part you need

Admin overload Managing enquiries Online booking Appointment reminders Client records Business management software

Explore the wider Offlico toolkit

See the general features and choose the parts that fit your work.

Frequently asked questions

A few things worth knowing

Is this useful for insurance broker work away from a fixed desk?

Offlico keeps ordinary booking, location, contact and payment details available around a mobile working day.

Does Offlico replace specialist tools?

Offlico handles ordinary scheduling and business admin. Keep confidential client material, formal advice and regulated records in the appropriate professional systems.

Can I try Offlico before committing?

Start with a free trial and see how the everyday workflow fits your own way of working.

Offlico for insurance broker work

Make the next working day easier to run.

Bring your diary, contacts, reminders, payments and ordinary admin into one place.

Start 30-day free trial