Insurance broker software that puts you in charge
Your broker software should do more than keep the business running. It should reduce admin, simplify complexity and help you grow profitably. Open GI brings policy administration, pricing, connectivity and reporting together in one scalable platform that grows with your business.
Everything you need to run your brokerage
Policy administration
Deliver end-to-end policy administration across quote-and-buy, mid-term adjustments, renewals, cancellations, documentation and audit history for commercial and personal lines.
Connectivity
Live access to the UK’s insurer market, leading aggregators and data enrichment services, enabling faster quoting, better risk assessment and reduced re-keying.
Schemes
Full support for delegated authority and scheme business, including product configuration, pricing control, bordereau production and insurer reporting.
Compliance
Automated audit trails, FCA-aligned workflows, role-based permissions and secure data handling to support regulatory compliance and operational governance.
The advantages of working with our software solutions
Broker management capabilities giving your teams a complete, compliant view of every client.
All client information is centralised in a single 360-degree view, bringing together policies, documents, communications and transaction history. Every interaction is automatically logged, creating a clear audit trail that supports FCA requirements and internal governance.
Built-in data controls support GDPR compliance, including secure access permissions and tools to manage data retention and ‘right to be forgotten’ requests, without manual workarounds or added risk.
Management software supporting the full policy lifecycle. Without compromise.
All client information is centralised in a single 360-degree view, bringing together policies, documents, communications and transaction history. Every interaction is automatically logged, creating a clear audit trail that supports FCA requirements and internal governance.
Built-in data controls support GDPR compliance, including secure access permissions and tools to manage data retention and ‘right to be forgotten’ requests, without manual workarounds or added risk.
Software designed to help brokers grow without increasing operational strain
Delegated authority schemes can be configured, priced and distributed directly through the platform, allowing brokers to build bespoke products while retaining control and oversight. Automated workflows reduce manual processing and duplication, freeing teams to focus on higher-value activity.
Use dynamic pricing engines to support product agility, scheme performance and smarter underwriting decisions across channels.
The software scales from growing brokerages to enterprise-level operations, supporting expansion, acquisitions and new distribution models without system replacement.
Real-time visibility for the people who answer for the numbers
Integrated client money and IBA ledgers support accurate segregation, reconciliation and reporting, while automated insurer reconciliation and bordereau management reduce finance workload and error risk.
Real-time dashboards provide visibility of GWP, conversion rates, retention and performance by product, insurer or channel. This gives principals and finance leaders the data they need to make confident decisions.
Capabilities at a glance
Everything you need to quote, manage, connect and grow your brokerage, brought together in one platform.
Lines of business
- Commercial
- Personal
- Schemes
- Delegated authority
Finance
- Integrated IBA
- Bordereau management
- Direct debit integration
Connectivity
- Aggregators including Compare the Market
- Insurer connectivity
- Data enrichment services inc. credit checks
Access
- Cloud-hosted
- Mobile-ready
- 24/7 client portals
“This is a system built to make life easier for brokers. Quite simply, once you have transacted on the Add-on Marketplace, you don’t want to go back to producing manual bordereaux. There are only upsides for brokers.”
Results that make a difference
4bn
Quotes processed every year
99.9%
Up to 99.9% platform uptime
99%
Of calls answered in under 10 seconds
600+
Customers across the UK and Ireland
From onboarding to go-live
Discovery
We work with you to understand your book, workflows, integrations and regulatory requirements before configuration begins.
Migrate
Data is migrated with accuracy and security at the forefront, ensuring historical records, financial data and audit trails are preserved.
Support
Dedicated go-live support helps teams adopt the system quickly, with ongoing broker management assistance available as your business evolves.
See it working on your book of business
The fastest way to judge broker software is to watch it handle your lines, your schemes and your workflows. Book a demo and we’ll show you – no generic walkthrough, no obligation