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Misoft TheBroker
UK broker management system of record with policy administration and accounting.
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Overview
Misoft's TheBroker is a UK broker management system that serves as a system of record, combining policy administration with accounting. It supports brokers across the UK and Ireland.
The platform manages clients, policies and financials, helping brokerages handle trading and back-office operations within one system.
Key Features
- + Broker system of record
- + Policy administration
- + Integrated accounting
- + Client and policy management
- + Trading and back-office operations
- + UK and Ireland broker focus
Integrations
Open APIInsurer panels
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