August 2023

SmartBroker + Acturis Partnership Overview

A connected solution for brokers, insurers and MGAs providing meaningful opportunities to drive growth

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Acturis and FullCircl are working together to provide users with rich contextualised and connected company information.

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Benefits of the partnership include:

Efficiently identifying and winning new customers
Enriching customer data to save time and improve underwriting submissions
Running screening and onboarding checks
Keeping clients for life through improved in-life monitoring, resulting in elevated renewal rates and expanded upsell opportunities
Improving access to identification triggers, helping drive positive outcomes for your customers, improving compliance with consumer duty

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Identify and win new customers

Using FullCircl SmartBroker^TM, build a list of companies that match your key prospecting criteria from company data on ~5m companies in the UK alone. Powerful filters allow you to narrow those companies down to a workable prospecting list before uploading to your Acturis platform using the Automation module.

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Get company news and insights as it happens – never miss a beat

Understand the full story behind every business with daily updates centred around your interests, allowing you to identify business opportunities and assess risk accordingly.

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Populate Fields and Forms in Acturis with validated Company Data

Save hours of re-keying by automating customer data collection from official and third-party sources like mainstream CRA’s, Companies House and the HMRC.

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Run screening and onboarding checks

Automate processes to streamline your pre-qualification screening and onboarding journey for customers. Free up the time you need to accelerate growth and reduce customer acquisition costs.

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Track company events

Monitor a company’s progress and proactively track changes that might impact the associated risk and opportunities in real time throughout the customer lifecycle based on your predefined rules.

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