Structured intake
Business details, cover need and risk information are captured progressively.
Personalised insurance, connected
Business insurance.
Just simpler.
A connected insurance journey — from understanding the client’s needs to preparing a clean case for comparative quotes and ongoing service.
Start your application ↓Secure Insurance Brokers · Authorised FSP 14846
Customer application
In progressBusinessImbokodo Distribution
CoverBusiness
Readiness22%
One application.
Structured once, then handed to the broker with the context needed to act.
Broker handoff
ConnectedThe broker receives a case, not a loose enquiry.
Business profile capturedReady
Cover need structuredReady
Risk details preparedNext
Business cover
Start with what
needs protecting.
The journey adapts around the selected cover. For the pilot, the goal is not to imitate every underwriting question — it is to show how the right information is captured and structured for the broker.
Customer journey pilot
One clear path to a
broker-ready case.
01 · Business profile
Tell us about the business.
Start with the information the broker needs to identify the client and understand the operating context.
Takes about 2 minutes in the pilot.
Pilot architecture
Customer first. Broker connected.
The customer-facing application has one job: create a cleaner insurance case. Broker operations remain in the separate Secure broker workspace so the client and adviser journeys stay connected but focused.
Broker-ready handoff
The completed application becomes a case for the Secure team to review and place.
Connected servicing
Quotes, policy activity, renewals and claims continue in the broker workflow.