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FullCircl SmartBroker & Acturis forge a path in the digital era

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This resource was paid for by a contributing third party.

2024’s industry outlook from leading firms like EY, PWC, and Deloitte reveals consistent trends: emphasis on AI and machine learning, heightened Consumer Duty awareness, and a keen focus on organic growth strategies.

In response to these industry shifts, FullCircl introduces its latest innovation: the Acturis integrated SmartBroker. Powered by a proprietary rules engine, this cutting-edge functionality is tailor-made to elevate your client acquisition and retention endeavours. Notably, it stands poised to assist in fulfilling Consumer Duty obligations while empowering your growth strategies.

Designed for insurance brokers, this step-by-step guide will help you maximise the value of our SmartBroker service.

Topics covered:
• What strategies early adopters such as Hedron and Partners& are using to retain and grow client portfolios.
• Tips to maximise value from SmartBroker in Acturis to assist with Consumer Duty requirements.
• How to identify and acquire the right customers at scale.
• How to expedite verification processes and accelerate customer onboarding.

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