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Engage Platform

Digitize your distribution to execute across sales channels, back office systems and be relevant to many user types. Eliminate friction, gain efficiency and build for scale.

Transacting Specialty Insurance shouldn’t be harder.

We chose ‘Engage’ as we believe technology empowers people.

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Engaged Distribution

Ditch the emails, spreadsheets, shared drives, waiting, PDFs, and unanswered phone calls.
B2B2C transactions keep everything and everyone in one place.
 
Insured < > Retail Broker < > Wholesale < > Insurer

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

  • 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

  • SSO Authentication: Okta (OAuth 2.0)
  • stripe-logo
  • google-analytics-logo
  • google-map-logo
  • sanctions-il-logo
  • popwer-bi-logo
  • hubspot-logo - Copy
  • okta-logo
  • mulesoft-logo
  • sendgrid-logo

Onboarding

Data Migration

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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

SOC 2 Type 2 compliant data centers

The data centers powering BrokerLift are certified for compliance with SOC 2 Type 2 standards. This ensures that the infrastructure storing and delivering your content adheres to the highest third-party benchmarks for security, availability, and operational integrity.



Advanced Encryption & Regional Data Sovereignty

To ensure strict data sovereignty, BrokerLift utilizes multiple production environments across three distinct geographic regions, ensuring your data is stored precisely where your legal obligations dictate. Within these environments, all stored data is protected by default using industry-leading AES-256 encryption via Amazon Web Services (AWS) encryption services, while data moving between users and our platform is continuously secured with robust encryption in transit protocols.

Accountable to NIST 800-53 Standards

The BrokerLift security team holds themselves accountable to the rigorous practices and guidelines outlined in the NIST SP 800-53 framework, ensuring a proactive and structured approach to risk management and information security.

Our Experience, we are purpose built

Engage is more than a product name, it's a strategy - support all your stakeholders on one platform; end insured, retail, wholesale, underwriters, claims adjusters, affinity partners and more.

All the features you need

Book a Demo and Get Engaged!