Run your brokerage on one unified platform

Coordinate every policy, claim, task and client interaction in one place. Built for busy brokerages managing underwriting, servicing and claims across multiple teams.

  • Unified workflows Reduce admin and rework with consistent workflows across new business, servicing and claims.
  • Full visibility See exactly who's doing what, with time-stamped emails, documents and activities in a single client view.
  • Connected stack Connect your stack via an Open API to streamline handoffs between teams and systems.
22+
Years Serving RSA
98%
Renewal Rate
250+
Active Clients

Insurance Brokerage Challenges: Why Systems Fail

The problem

  • Underwriting, servicing and claims spread across different systems — manual handoffs create risk and delay
  • No single source of truth on client status, SLA progress or task ownership
  • Compliance and audit requirements demand detailed trails that are hard to extract and verify
  • Each team (new business, servicing, claims) uses separate workflows and tools
  • Growing admin burden as you scale — more people, more complexity, more errors

The WorkPool approach

  • One unified platform for underwriting, servicing and claims — no data silos
  • Complete visibility — audit trails, SLAs, task status and client history in one view
  • Automated workflows that adapt to your processes — new business, renewals, claims all in one system
  • POPI-compliant by design — secure, tracked, auditable from day one
  • Built for teams — role-based access, task assignment, clear ownership and accountability

WorkPool Implementation: Your 4-Step Journey

Your journey from first conversation to long-term value

Demo
See WorkPool in action
Assessment
Understand your needs
Onboarding
Implement with confidence
Ongoing improvement
Refine and scale

Core WorkPool Features

Visibility & Compliance

Operational Dashboards

Real-time visibility into workload, progress, and performance.

Complete Audit Trail

Every action recorded, every decision documented.

Document Management

Secure storage, versioning, and permissions with full audit trails.

Control & Execution

Task & Workflow Automation

Automate recurring processes and track work across teams with structured workflows.

SLA Management

Turnaround tracking and accountability built in.

Client CRM

Centralised client interactions and complete history.

Collaboration & Scale

Team & Access Control

Role-based access, task assignment, and clear ownership.

Integrations & API

Connect your stack — PAS, Accounting, Email and More.

Support & Training

Dedicated onboarding and ongoing customer success.

Explore your role

Different roles in a brokerage face different challenges with work visibility and control. See how WorkPool helps your team.

Brokerage Owner

Gain visibility into team performance and bottlenecks so you can grow without chaos.

Operations Manager

Orchestrate teams and workflows so work moves through without stalling or escalation.

Claims / Service Lead

Reduce claim processing time and rework by centralising work and ownership.

Brokers Assistant

Manage tasks and information flows so nothing falls through the cracks.

Compliance Officer

Build audit-ready workflows with clear evidence trails and consistent processes.

Underwriting

Process submissions faster with structured workflows and priority visibility.

Explore detailed perspectives for your role and how WorkPool solves common challenges.

Learn More

Frequently Asked Questions

What's included in the onboarding?

Full onboarding includes a scoping assessment of your workflows, data migration, team training, and customisation to match your processes.

How long does implementation take?

Most brokerages go live within 4–8 weeks. Timeline depends on your team size, data volume, and complexity of customisations. We work with you to find a schedule that works.

Is WorkPool POPI compliant?

Yes. WorkPool is built to support POPI compliance from the ground up — encryption, audit trails, access controls and data retention policies are all built in and configurable.

Can we integrate WorkPool with our existing systems?

Yes. We support integrations with Policy Administration Systems , Accounting Systems, Email providers and more via our Open API. Our team can help scope the right connections for your stack.

What if we have custom workflows or requirements?

WorkPool is highly configurable. We can adapt workflows, automation rules, and access models to match your processes. Our implementation team will assess what's possible during your assessment phase.

How does pricing work?

Pricing is based on the number of active users and your deployment choice (cloud or private). We provide a transparent quote during your assessment. There are no hidden fees.

Ready to unify your brokerage?

Book a 20-minute demo with our team. We'll show you how WorkPool can simplify your underwriting, servicing and claims.

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