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The Broker’s Toolbox

With this suite of tools
integrated into your daily routine, you'll make the most of each business day. Discover what can help you make the smallest changes that bring the biggest difference.

The Broker’s Toolbox

At the office

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With this suite of tools integrated into your daily office routine, you’ll find yourself with time and money to spare in little more than the blink of an eye!

On The Road

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These apps make life on the road something to look forward to, and helps you maximise efficiency by adding value to those in-between moments.

In A Meeting

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With these apps in your toolkit, you’ll easily turn meetings into the most inspiring part of your day.

The Broker’s Toolbox

hubspot logo
As a broker, your success relies on managing a growing list of people that you convert from prospects to loyal clients.

With a customer relationship management platform like HubSpot Sales Hub at your side, you can effectively keep track of your network and provide sensitive responses to your changing market. Automate emails, track interactions with clients and monitor how effective each of your outreaches are ― and run the most efficient business for miles around without ever losing that personal touch.
Get Started With HubSpot
evernote logo
Evernote helps you remember everything. With a substantial part of their administration platform available for free, you’re able to get a reliable taste of the effortlessly decluttered lifestyle before committing to a subscription. In any case, the subscription is minuscule when compared to the ease of mind you’ll gain from knowing all of your thoughts are stored neatly in one place.

Take notes, scan and digitise documents (via Scannable), annotate PDFs, store emails.... The list of filing capabilities Evernote offers can tame even the most disorganised desk, with the added assurance of cloud-based storage.
Use Evernote Now
wr-logo

WebRater is a specialised online trading platform brought to you by DUAL, Australia’s largest underwriting agency. Now you can obtain instant quotations and bindings 24-hours a day, 365 days of the year.

Join a community of brokers making over 30,000 annual policy transactions in over 450 occupations for insurance products, including Information Technology, Resource Liability and Corporate Travel.

It’s so simple to use, you can even bind and renew policies while on-the-go!

Use the WebRater Now
AI logo

These AI assistants schedule meetings for you and calculate travel times, so you’ll never miss an appointment.

Integrating seamlessly into your Slack, Zoom and Outlook, means you’ll gain assistance without skipping a beat. Simply cc them into your usual communication to let them know what to schedule.

Thanks to built-in machine learning, they’ll learn from every interaction, and eventually be able to respond to you and your clients in a personalised way.

For a small monthly subscription you’re not just hiring an AI, you’re gaining a PA who’s available 24/7.

Start your free trial
metlife
MetLife Australia insurance company offers a lesser-known key service through the regular publication of thought leadership pieces. These quality articles are useful to brokers inspired to remain at the top of their game.
Start Learning From The Thought Leaders
Insurance agency intelligence

If you’re more of a podcast person, Insurance Agency Intelligence will help ensure you’re never caught uninformed with their regular series of podcasts for brokers, by brokers. Incidentally, these are also great for streaming in your car.

Listen To A Podcast
insurance

Sometimes the most useful tools are the simplest ones. This ROI calculator by John Carroll is devoted to helping you determine which leads in your database are delivering the best ROI.

Simply record historical information on leads to produce a useful statistical analysis. The more data you have, the more accurate the calculator. And the best part of this lead-tracker is that it’s incredibly easy to use, so you’ll start saving time and money immediately and without the painful learning curve we sometimes associate with anything worthwhile.

Try Out The ROI Calculator
vanido

With apps like Vanido, you can use those travel downtimes to brush-up on client-facing skills in the most amusing ways!

Clients and colleagues will always be responsive to the finer points of personal appearance, no matter how competent you are. A little effort with personal grooming can go a long way to leaving a lasting, positive impression.

Vanido is a vocal training app that will not only teach you to sing, but also ensure you approach your next telephone call with a vocal tone that even the most cynical prospect will immediately feel they can trust.

Start Using Vanido
wr-logo

WebRater is a specialised online trading platform brought to you by DUAL, Australia’s largest underwriting agency. Now you can obtain instant quotations and bindings 24-hours a day, 365 days of the year.

Join a community of brokers making over 30,000 annual policy transactions in over 450 occupations for insurance products, including Information Technology, Resource Liability and Corporate Travel.

It’s so simple to use, you can even bind and renew policies while on-the-go!

Use the WebRater Now
Xlogo

These AI assistants schedule meetings for you and calculate travel times, so you’ll never miss an appointment.

Integrating seamlessly into your Slack, Zoom and Outlook, means you’ll gain assistance without skipping a beat. Simply cc them into your usual communication to let them know what to schedule.

Thanks to built-in machine learning, they’ll learn from every interaction, and eventually be able to respond to you and your clients in a personalised way.

For a small monthly subscription you’re not just hiring an AI, you’re gaining a PA who’s available 24/7.

Start your free trial
Gympse

Glympse takes location-sharing one step further by allowing you to provide branded interactions with your clients while you’re on the road. Share your location with them while en-route to an appointment, and help eliminate any unnecessary anxiety that stands between you and closing a sale.

Get The Glimpse App
scannable

Scannable is an iOS app that turns your iPad and iPhone camera into a HQ scanner. This gives you the ability to capture images that you can, save, share and annotate while on the go.

The best part is that it integrates seamlessly into Evernote, which means you’re perfectly set up to scan all those odd yet essential notes you create while on the fly, and able to store them in an organised way without even a second thought!

Get Scannable
Insurance agency intelligence
Little beats a podcast in the car for making the most of long drives.
Strategically streaming industry thought leaders like Insurance Agency Intelligence helps ensure you’re never caught on the back foot at that next networking event, without having to set additional time aside for it.
Listen To A Podcast
wr-logo

WebRater is a specialised online trading platform brought to you by DUAL, Australia’s largest underwriting agency. Now you can obtain instant quotations and bindings 24-hours a day, 365 days of the year.

Join a community of brokers making over 30,000 annual policy transactions in over 450 occupations for insurance products, including Information Technology, Resource Liability and Corporate Travel.

It’s so simple to use, you can even bind and renew policies while on-the-go!

Use the WebRater Now
evernote logo

Evernote helps you remember everything. With a substantial part of their administration platform available for free, you’re able to get a reliable taste of the effortlessly decluttered lifestyle before committing to a subscription. In any case, the subscription is miniscule when compared to the ease of mind you’ll gain from knowing all of your thoughts are stored neatly in one place.

Take notes, scan and digitise documents (via Scannable), annotate PDFs, store emails.... The list of filing capabilities Evernote offers can tame even the most disorganised desk, with the added assurance of cloud-based storage.

Use Evernote Now
innocentive

InnoCentive@work is a crowdsourcing platform like no other. If you have a business challenge you’re struggling to find solutions for, InnoCentive helps you engage your teammates in a way that encourages out-the-box thinking beyond their job descriptions.

You could even set up an internal network between yourself and other independent brokers to prove to yourself again and again the old adage that two brains are invariably better than one. With this approach, you’re sure to solve challenges in unexpected ways in less time than if you were tackling them alone.

Start Problem Solving
scannable

Scannable is an iOS app that turns your iPad and iPhone camera into a HQ scanner. This gives you the ability to capture images that you can, save, share and annotate while on the go.

The best part is that it integrates seamlessly into Evernote, which means you’re perfectly set up to scan all those odd yet essential notes you create while on the fly, and able to store them in an organised way without even a second thought!

Get Scannable
any.do

Any.do is the perfect unassuming collaborative app to help you plan workflows informally, while in meetings. Not only are you able to make a task list as you brainstorm, but you’re easily able to sync it across all your Apple devices and assign tasks to co-workers. This way you can get things done transparently, together.

To sweeten the deal, the built-in reminder function ensures you’ll never forget to do what needs to be done to reach your goals.

Get Organised Now