For insurance brokers  ·  brokerages & networks

The digital solution
brokerages have been waiting for.

Spend your day selling and advising, not chasing PDFs and rekeying quotes. uBind gives your team an agent workspace, your customers a self-service portal, and your back office an automation engine that runs while you sleep. From quote to claim, end to end.

Book a 30-min demo See the agent portal
Agent portal Customer self-service Online payments Claims FNOL Branded
3×
Bound policies per broker
74 %
Less manual rekeying
12 min
Avg. quote-to-bind
portal.yourbrokerage.com / pipeline LIVE
My pipeline
12 ACTIVE · 4 BOUND TODAY
QUOTED MTD
$248K
↑ 18% vs LM
BIND RATE
52%
↑ 9 pts
RENEWALS DUE
7
next 30 days

Trusted by teams at

What uBind unlocks

Four ways brokerages level up on uBind.

Each capability stands on its own. Stack them together and you have a modern broking platform that scales without scaling headcount.

01 · Distribution

Sell & service online

Quote, bind, renew, claim — all digital. Customer self-service for the easy stuff, broker takeover for the rest. Grow your book without growing your headcount.

→ Full lifecycle digital
02 · Expertise

Advice backed

Build your expertise into the journey — guidance, education, contextual help on every screen. Customers self-serve when they can, you step in when they need an actual broker.

→ Advice-where-it-counts
03 · Reach

Direct & white-label

Sell direct on your website. Embed quote forms in partner sites. White-label your products so your distribution partners can sell under their own brand — branded portals, your underwriting rules.

→ Branded every surface
04 · Schemes

Affinity schemes

Build schemes for associations, unions, alumni networks. Each gets its own branded portal. Each group’s admins get dashboards. Each member gets the right cover at the right price.

→ Niche, scaled
The broker reality

Your mornings are PDFs.
Your afternoons are payment chases.

Your craft is risk advice. But somehow your week looks like data entry. Here’s the gap between what brokers should be doing — and what uBind actually frees them to do.

A broker’s week today

Email, PDFs, rekeying, chasing.

  • Rekeying customer data from emails into the rating tool
  • PDF quotes emailed back and forth · version control nightmare
  • Phoning customers to chase payment after they’ve accepted
  • Manually generating certificates of currency at month-end
  • Renewals slipping through the cracks · no central dashboard
With uBind

Customers self-serve. You advise. The platform does the rest.

  • Customers fill their own data online · you review and approve
  • Live premium updates as they change inputs · no PDFs to email
  • Customer pays online: card, premium funding, or monthly card payment
  • Certificates auto-generated & emailed the moment they bind
  • Renewals automated · reminders sent 30/14/7 days out · zero leakage
A day on uBind

9 to 5, finally yours.

What a Tuesday actually looks like when your broking platform handles the routine work in the background. Five moments. None of them involve manually editing documents.

The hand-off advantage

Self-service when it works.
You, when it matters.

uBind’s most loved feature: customers start their quote online and you can pick it up mid-funnel. Or you start one for them and hand the bind step back. Same quote. Same data. No re-keying.

12 min
Avg. quote-to-bound when the customer drives most of the journey
3×
Bound policies per broker per month vs. legacy workflow
74 %
Reduction in manual data entry across the average brokerage
The agent portal

A workspace built for broker work.

Less a CRM, more a co-pilot. Pipeline, performance, referrals, commissions — your team’s whole day, on one screen, with everything synced to the platform and to your existing systems.

Live pipeline & performance
See every quote, every status, every team member’s bind rate. Filter, sort, segment. Forecast next month from this month’s data.
Customer file in one place
Every quote, every policy, every conversation, every document. Searchable. Auditable. Communications history baked in for compliance.
Team handovers, frictionless
Pass a customer to a colleague mid-conversation. They see everything you saw. No “let me transfer you” lost-context calls.
Branded customer comms
Quote emails, bind confirmations, renewal nudges, cert deliveries — all branded as your brokerage. Templated, auditable, automated.
Automations that just run
Renewal reminders, cert generation, unfinished-quote follow-ups, claims status updates — all flowing automatically based on lifecycle events.

✦ AI files the routine work. Your team reviews only the exceptions.

Payments & service

Take the payment chase off your plate.

Send a quote link. They pay how they want. The policy issues. The cert lands in their inbox. No back-and-forth, no follow-ups, no manual receipts.

  • Card, premium funding, or monthly card payment — your customer picks. Funding partners pre-integrated.
  • Send-to-customer link — they review and pay on their phone in 90 seconds. No portal login required.
  • Auto-generated policy documents — schedule, cert of currency, tax invoice — branded as your brokerage, delivered the moment they bind.
  • Claims FNOL in the same portal — customers lodge, you assess, status syncs back. They never wonder where their claim is.
  • Commissions tracked automatically — per-broker, per-product, per-month. Export to your accounting system or pay direct.
Affinity & associations

Niche schemes, scaled.

Build dedicated schemes for associations, alumni networks, member groups. Each gets a branded portal. Each group’s admin gets a dashboard. You get a new distribution channel without lifting a finger.

ICB
Bookkeepers Assoc.
Member portal
3,500+ ACTIVE MEMBERS
PI cover · members-only rate Cyber add-on · 15% disc Auto-renewal · 30/14/7 day prompts
DVA
Defence Vets
Gov. scheme
50,000+ ELIGIBLE MEMBERS
Home & contents · DVA-backed Concessional pricing applied Dedicated claims pathway
P&S
PACK&SEND
Franchise
150+ FRANCHISE STORES
Embedded freight insurance Per-parcel rating at checkout Auto-remit to store accounting
Integrations

Works with the tools you love.

Brokerages don’t run on a single tool. Your CRM, accounting, claims and comms platforms keep doing what they do best. uBind handles distribution and syncs the data in and out so nothing has to be re-keyed.

  • REST APIs to your CRM, website and third-party portals — bi-directional sync for quotes, policies and payment confirmations.
  • Automation engine pushes and pulls data from external sources — eliminate manual rekeying across your stack.
  • Embed quote forms into your website or your partners’ sites with three lines of code — pre-seeded data, branded styling.
  • Branded customer portals running on your domain — renew, adjust, cancel, claim from one place.
  • Insurer API connections for ratings, transactional data and real-time policy admin — connect to whoever you place with.
  • Email and SMS communications trigger customer and broker notifications from workflow events without presenting them as third-party integrations.
CoreLogic
Data & risk
eBix
Broker systems
Insight
Broker systems
Xero
Accounting
eWAY
Payments
DEFT
Payments
Square
Payments
Zai
Payments
Stripe
Payments
iQumulate
Premium funding
Arteva
Premium funding
Pipedrive
CRM
Salesforce
CRM
Ontraport
CRM
365 Roadside Assist
Assistance
Glass’s Guide
Vehicle data
RedBook
Vehicle data
MotorWeb
Vehicle data
Brokers on uBind

What it looks like when the plumbing just works.

These are the trailing-12-month operational metrics from brokerages running their book on uBind. We rounded down. Twice.

Avg per broker
3×
More bound policies per broker per month vs. their legacy workflow.
Time-to-bind
12min
From customer self-quote to bound policy, when broker review is needed in the middle.
Manual entry
74%
Reduction in manual data entry across the average brokerage using customer self-service.
Uptime SLA
99.9%
Production uptime, trailing 12 months, all regions. Contractual SLA on enterprise plans.
"
The platform has been successfully rolled out to our network, and we are receiving overwhelmingly positive feedback from our clients. We are already experiencing significant improvements in efficiency, allowing us to better service our clients.
SB
Shane Brady
Director · Stone Lane Broking & Risk Advisory
Talk to us · 4 questions

See if we fit, in under a minute.

Tell us who you are and what you’re trying to ship. We’ll come back within 24 hours with a 30-minute tailored demo — real product, real screens, on your data shape.

  • A founder reads every inbound — not an SDR funnel.
  • 30-minute live demo · real screens, not slideware.
  • Pricing transparent on call two · in writing.
  • Talk directly to experts who know insurance technology inside and out
ISO 27001 · PCI-DSS Multi-region · 5 continents
STEP 1 OF 4

Which one of these is you?

Pick the closest — we’ll route you to the right specialist.

What scale are you running at?

Rough annual GWP — helps us shape the demo.

When are you looking to move?

Be honest -“just exploring” is a fine answer.

How do we reach you?

Thanks — we’ve got it.

A specialist who actually works on the platform will be in touch within one business day with a calendar link.

Common questions

What brokers ask before signing.

If yours isn’t here, send us a line. Someone who actually built the platform reads every inbound.

As a broker, how do I increase my insurance distribution?
uBind helps brokers increase distribution by automating the sales process and expanding digital reach. The platform keeps product rules, rating logic and document templates together in a self-service portal — enabling real-time quoting, online binding, automated payments and policy issuance across multiple channels. You reach more customers with less manual work and fewer operational bottlenecks. Typical outcome: 3× bound policies per broker, per month within the first 90 days.
How do I sell online instead of relying on manual processes?
uBind ships turnkey digital distribution tools that replace manual processes with automated quote-and-bind flows. You can embed quote forms into your own website, deploy white-label customer portals, or expose a robust API for broker platforms. The platform handles real-time pricing, integrated payment processing and automatic policy issuance — all data captured instantly without intervention. Whether you embed quote-and-buy on a partner site or run a secure portal for client self-service, you keep full control of underwriting rules.
How do I give my customers a better digital journey?
uBind replaces slow, manual applications with instant quote-and-bind workflows, real-time pricing, self-service portals and instant policy issuance — all delivered exactly where your customers are. Dynamic workflows ask only the questions relevant to each customer’s risk profile, not the same 47-field form for everyone. The uBind team handles the complex configuration and underwriting logic, so you get a high-end digital experience without managing the technology in-house.
Can I integrate insurance sales into my existing systems?
Yes. uBind exposes secure RESTful APIs for CRMs, websites and third-party portals, enabling bi-directional data sync for quotes, policy data and payment confirmations. The automation engine pushes and pulls data from external sources for rich, real-time data flows — eliminating the rekeying that eats your week. Native integrations include CoreLogic, eBix, Insight, Xero, eWAY, DEFT, Square, Zai, Stripe, iQumulate, Arteva, Pipedrive, Salesforce, Ontraport, 365 Roadside Assist, Glass’s Guide, RedBook and MotorWeb. Secure APIs, automations and webhooks connect additional systems, while email and SMS remain configurable workflow capabilities.
How can I track and report on all my sales activities digitally?
uBind provides full digital tracking and reporting of every broker transaction — quotes, binds, payments, renewals and claims, captured in a central database with advanced reporting and dashboards. Real-time monitoring of sales performance, bind rates, commission tracking and compliance metrics. Export to Excel templates that auto-populate so you can slice and dice however you need to.
How can I reduce manual work while increasing policy sales?
Two ways. First, self-service: customers transact without your assistance — quote, bind, pay, claim, all online. They reach out when they need advice, not for transactions. Second, automation: automated workflows handle quoting, binding, document issuance, payments and renewals so brokers focus on selling and advising, not admin. Outcome: same headcount, materially more book.
How can I reach more customers through digital channels?
uBind’s multi-channel distribution lets you sell directly on your own website, through affinity partner platforms, or via dedicated broker portals. Switch on new digital channels in days with embeddable quote forms and white-label portals — our team configures them to match your brand and underwriting rules. Whether you partner with an industry association to offer niche cover via a member portal, or embed a “quote and buy” flow into a partner’s e-commerce site, uBind manages the logic behind the scenes. Pricing stays accurate. Issuance stays instant. You stay in control.

Sell more.
Serve better.
Spend more of your week advising.

The digital broking platform you’ve been waiting for is right here. Book a 30-minute demo tailored to your priorities.

Book a 30-min demo Re-explore the agent portal