Insurance & Finance Broking
Write more businesswith the brokers you have.
A governed agentic workforce that runs the broking back-office across the systems you already use — placement, renewals, claims and the compliance record — so your brokers place and advise, with their sign-off intact.
Why now
Talent is the top concern
The talent shortage has become one of the sector’s top concerns.
More work through agencies
The share of brokers placing more than 30% of their book through underwriting agencies rose from 46.8% to 59.7% in a year.
Still re-keyed by hand
Agency, specialty and financial-lines placement still sits off the exchange — and is still re-keyed by hand.
VonBolt Workforce is how you take the re-keying off their desks — placement, renewals and claims automated, your brokers freed to write more business.
The work it runs
The work that fills the week.
Start with one bounded job and grow — the platform carries more of the broking process as it proves out.
Renewals
Renewal prep, re-marketing and client comms, run to the date with the checks held for review.
Off-exchange placement
Agency, specialty and financial-lines submissions: the risk captured once and placed across the portals, no re-keying.
Claims administration
Lodgement, follow-up and status across the parties, with the client kept in the loop.
Commission & compliance record
Commission consent and the compliance record built as the work runs.
The cross-system point
The placement exchange carries your SME general lines; your agency portals, your broking system, your claims and your compliance tools carry the rest — and none of them connect. VonBolt Workforce runs the work across all of them.
Controls bound, sign-off retained, accountable end to end — and a compliance record that holds.
Governance & trust
Built for a licensed, accountable world — the Insurance Brokers Code, design-and-distribution, the commission-consent rules.
Every output is checkable against the source, your broker keeps sign-off, and the record stands up to the standard you’re held to.
FAQ
Questions, answered.
How does VonBolt help insurance brokers?
VonBolt Workforce runs the broking back-office across the systems you already use — renewals, off-exchange placement, claims and the compliance record — so your brokers place and advise, with their sign-off intact.
Does it handle off-exchange placement?
Yes — agency, specialty and financial-lines submissions: the risk captured once and placed across the portals, without re-keying.
Which systems does it work with?
It runs across the placement exchange, your agency portals, your broking system, your claims and your compliance tools — and stitches the work across them.
Does it work for finance broking too?
Yes — we serve finance broking firms as well. They run on the same multi-system reality and compliance obligations; insurance broking is where the cross-system workflow is proven today.
Is it built for the broking compliance regime?
Yes — the Insurance Brokers Code, design-and-distribution and commission-consent. Controls bound, sign-off retained.
What does it take on first?
Usually the recurring load — renewal cycles, submission preparation and claims follow-up — starting with one bounded workflow and growing as it proves out.
Does it replace our broking system?
No. It connects to the systems you already run and operates the work across them — your broking system stays the system of record.
How do we see what it is doing?
Every run is recorded and metered — what ran, across which systems, who signed off — with cost and value reported beside the bill.
See it on your stack.
Tell us how your broking runs and we’ll show you what comes back first.