Engage Distribution Platform

Product Modeling

CREATE

Proprietary insurance product modeling for speed to market
Support for multiple languages & currencies in Canada, US, UK and EU
Host rating, conditional logic, workflow, dynamic document creation
Connect 3rd party APIs for data augmentation
“Adaptive Questions” for Carrier panel or multi market rating
Bundle feature to up-sell and cross

EXPERIENCE

BrokerLift has enabled over 150 custom products and programs/schemes for Brokers, MGAs and Specialty Insurers in Canada, US and UK.

Here is a sample of our experience in Personal & Commercial Lines.

Property
Casualty
Liability
E&O / Professional Indemnity
Warranty
Surety / Bonding

Policy Lifecycle

TRANSACT

White-label, branded experiences, including support for Embedded solutions
Customizable portals for Insured, Broker/Agents and Insurers
Instant quote / bind /issue
Digital Payments
“Send to Customer” or to Broker or to Underwriter - one platform to complete a transaction that may span multiple parties

MANAGE

Underwriter Manual rating and custom terms
Issue certificates of Insurance
Mid-term policy changes and endorsements
Request instant payment for premium owed
Policy Extensions
Renewal Automation
Cancelations

Ecosystem / Connections

Our Engage Platform has been architected to interact within our client’s
technology ecosystem. Connecting to and from APIs are a core feature.

Payments Stripe · ePay Policy · First Funding
Sanctions Screening Sanctions.io · SanctionCheck
Authentication Okta (OAuth 2.0)
Communications SendGrid
Address & Postal Verification Google Maps · Canada Post

Data Services Data Ingestion Services · Third-Party Data Providers
BMS / AMS Open Architecture Integrations
CRM HubSpot
Analytics Power BI · Google Analytics · Google Tag Manager
Integration & Middleware MuleSoft

Onboarding

Data Migration

Moving your data to Engage doesn't mean starting from scratch.

We've done this before. Our migration tools, import processes, and data quality checks are built around how specialty insurance data actually works — so nothing gets lost and nothing gets assumed. Move everything at once, or migrate month over month as policies renew. Your pace, your call.

The data migration is the part most platforms leave to you. We don't.

Technology & Compliance

Our infrastructure runs purely on Amazon Web Services (AWS), which delivers infrastructure as a service with prime security capabilities.

SOC 2 Type 2 compliant data centers

The data centers used for storing your content and allowing it to be delivered to your users are also certified for compliance with the SOC 2 Type 2 standard.

Data storage and encryption at rest

Your data is encrypted at rest in AWS S3 buckets, AWS DynamoDB and block devices used by AWS EC2 instances. AES256 encryption is used by default via AWS’ encryption services, while key management is handled by AWS KMS. This ensures the content is preserved and safe from prying eyes and manipulation.

Annual penetration tests

Our infrastructure, web applications, and APIs are penetration tested annually by external independent parties. Any vulnerability found are fixed based our specifications in an internal SLA.

Professional Services

Platform + Expertise

We’ve learned that working with our customers to implement the Engage platform nets out the best results. One-size-fits all software doesn’t work, specialty Insurance is unique, programs have constraints, each capacity provider has its quirks. Our team has the experience to help onboard complex products, programs and distribution networks.

Our team can help create or refine distribution strategies, work across multiple stakeholders to gather requirements, take care of project planning and delivery timelines and develop custom engagement experiences.

Relaxing software constraints to maximize outcomes takes expertise. Having digitized over 200 P&C products, with over 50 carriers across three countries, the BrokerLift team has a great depth of experience and is here to help.

If you're looking for a partner — not just a software vendor — you're in the right place.

Engage Platform