Platform The IWE Sectors Resources How It Works About Book a call
How it works

Three steps.
That's it.

Switching broker is simpler than you think. No lengthy onboarding, no disruption to your employees' cover, no project plan required.

Book a call →
Step 1
See if we're a fit
Step 2
Appoint us as broker
Step 3
Everything goes live
01
See if we're a fit

Take our quick qualifier or book a call. We'll understand your setup and tell you honestly whether we can help. No obligation, no sales pitch.

Takes under 3 minutes.
02
Appoint us as your broker

You send a letter of appointment for each benefit. We handle everything from there. We contact your insurers, transfer the relationships, and notify your current broker. Your employees' cover continues without interruption.

Zero disruption. Cover continues unchanged.
03
Everything goes live

Your benefits platform launches, year-round employee communication starts, and the Intelligent Wellbeing Engine begins measuring. This is what a modern broker should deliver – and everything runs continuously from here.

Platform, comms, and wellbeing measurement all included.
What runs year-round

Once you switch,
this is what keeps running.

↻
Proactive renewals
We benchmark the market, renegotiate where we can, and recommend changes based on real data. Not an annual review and disappear. Just had your renewal?
✉
Employee communication
Year-round campaigns so your people know what they have and actually use it. Not a welcome pack in January and silence until renewal.
☰
Wellbeing dashboards
Team-level risk data updated monthly via the IWE. Managers see their team. HR sees the organisation. Individual data stays private.
☕
Expert Chat
A qualified benefits specialist in the platform. Your employees get live answers on any policy, claim, or entitlement question.
Common questions

Things companies
usually ask us.

No. A broker transfer is a change of adviser - your insurer relationships remain in place. Policies continue unchanged. Employees don't need to do anything, and their cover is never interrupted during the transfer.
The broker transfer itself is typically completed within one to two weeks. Platform setup runs in parallel, usually going live two to four weeks after transfer. Your first wellbeing data arrives within 30 days of the platform launch.
Yes. We work with all major UK group insurance providers. You can keep your existing policies in place or we can put them to market at the next renewal opportunity - whichever is in your interest.
Nothing. We are paid commission by insurers - the same way all brokers are paid. Unlike many brokers, we don't charge a management fee, platform fee, or advisory fee on top. The platform, communication service, and IWE are all included.
You can transfer back at any time. Broker transfers are straightforward - the insurers simply re-direct commission to the new broker. There's no lock-in, no exit fee, no contract period. We think you won't want to, but the option is always there.
Individual wellbeing data is never visible to managers or HR. The system is built so that employers only ever see aggregated, anonymised team-level data - and only when at least five people have responded. Individual scores are private to the employee. Full details on the IWE page.
Ready when you are

See if we're
a good fit.

Three minutes. Four questions. We'll tell you honestly if we can help.

Book a call → Try the demo →

Not sure yet? Take our quick screener →