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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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