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An accounting and reporting module

An accounting and reporting module has been added to Anglo Pacific Consultants' Quotemac underwritin...

An accounting and reporting module has been added to Anglo Pacific Consultants' Quotemac underwriting system. The new function will integrate into Quotemac with data submitted into the finance module when a policy is created, enabling users to analyse data by drilling down to details such as trade, risk and products. This will facilitate real time information such as loss ratios and take-up rates and allow brokers to view and reconcile accounting statements online.

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Yutree outlines plans after MBO

Laura Hancock, managing director of Yutree Insurance has outlined plans for the future following a management buyout, including opening an office in Norwich.

Should you sell your broking business to an Employee Ownership Trust?

Tax-efficient exit strategies and staff incentivisation have become hot topics among broker leaders since the recent increases in Capital Gains Tax and Employer National Insurance. In the second part of a series focused on the fallout from the 2024 Labour Budget, Catherine Heyes examines how broker owners can use Employee Ownership Trusts to respond to these developments.

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