Insurance Premium Consultancy

Drive savings with precision.

Benchmark every renewal, compare the market in real time, and align your whole brokerage around the premiums that actually matter. BizPort's Insurance Premium Consultancy module turns scattered quotes into clear, actionable savings intelligence.

Faster renewal cycles
3x
Premium visibility rate
94%
Policies tracked
10k+
A consultant points to a premium dashboard on a large screen showing 72 percent on track, while two colleagues watch and one holds a tablet
End-to-end premium lifecycle

From renewal assessment to continuous savings

BizPort guides your brokerage through every stage of the premium management cycle, so no renewal falls through the cracks.

  1. Stage 01

    Assess & Benchmark

    Review every active policy against industry benchmarks and prior-year performance. Build from a library of premium templates or set custom targets from scratch.

    Benchmark library
  2. Stage 02

    Compare Markets

    Cascade quotes from every panel insurer into one comparison view. Ensure every renewal is tested against the wider market before terms are set.

    Panel comparison
  3. Stage 03

    Negotiate & Structure

    Connect your existing carrier relationships or enter results manually. Live dashboards refresh automatically so leadership always has the current picture.

    Live negotiation tracker
  4. Stage 04

    Bind & Implement

    Spot underperforming lines early and benchmark results against industry peers. Turn raw premium numbers into strategic renewal insight.

    Bind automation
  5. Stage 05

    Monitor Performance

    Generate automated performance reports for leadership, boards, and compliance audits. Schedule recurring reviews and link outcomes to broker appraisals.

    Board-ready reports
  6. Stage 06

    Renew & Optimise

    Use AI-powered recommendations to recalibrate premium targets, address root causes of loss ratio drift, and keep your renewal strategy evolving.

    AI-guided insights
Free insurance premium health check

Take an insurance premium test right now.

Twelve plain-English questions on how well your business manages its insurance cover, premiums and renewals. You'll see your score, and the areas to fix first, straight away.

  • 12 questions
  • About 3 minutes
  • Instant score out of 36
Insurance Premium Health Check
Premium portfolio portal

Every policy, every renewal, one unified view

Stop chasing updates in spreadsheets and disconnected broker platforms. BizPort's live scorecard gives your leadership team a single source of truth, from company-wide premium targets to individual policy performance.

  • Real-time scorecard dashboards

    Configurable views for executives, brokers, and individual account managers. Everyone sees what they need.

  • Automated alerts & escalations

    Receive instant notifications when a premium drifts above threshold. Escalation workflows ensure nothing stays unresolved for long.

  • Renewal cascading & alignment

    Link brokerage-wide savings goals to individual account premiums. Visualise the full renewal chain at any level.

  • One-click compliance reports

    Auto-generate board packs, audit reports, and ISO-aligned premium evidence with a single click.

Tap around the app to explore

Platform capabilities

Everything you need to manage premium performance

BizPort's Insurance Premium Consultancy folder is built for brokerages that are serious about savings, accountability, and measurable growth.

IPC folder 01

Premium & Renewal Builder

Define renewal targets and savings goals at every level of your brokerage. Link targets directly to operational premiums for seamless cascading.

IPC folder 02

Real-Time Market Tracking

Monitor premium movements as they happen. Integrate with your existing carrier feeds or use BizPort's manual data entry. Your choice.

IPC folder 03

Claims Analytics & Trends

Identify loss ratio patterns over time, compare periods, and surface leading indicators before a renewal turns unfavourable.

IPC folder 04

Automated Renewal Reporting

Schedule and distribute premium performance reports automatically. From weekly broker digests to quarterly board packs, all generated for you.

IPC folder 05

Smart Risk Alerts

Set threshold-based triggers for any policy. Automated escalation paths notify the right people at the right time, with no manual monitoring needed.

IPC folder 06

Broker Performance Reviews

Tie premium outcomes to formal broker reviews and appraisals. Eliminate subjectivity with data-driven evaluation frameworks.

IPC folder 07

Market Benchmarking

Compare your premium results against industry benchmarks and peer brokerages. Know where you stand, and where to push harder.

IPC folder 08

Mobile Access

Check your premium portfolio anywhere, anytime. The BizPort mobile app gives brokers and account managers full dashboard access on the go.

Reporting & analytics

Turn your premium data into decisions that matter

BizPort doesn't just display numbers. It puts them in context. Our analytics engine highlights what's working, flags what's not, and surfaces the root causes behind premium drift before they become business risks.

  • Period-over-period comparisons. Quarterly, annual, or custom renewal windows with visual trend overlays.
  • Account drill-down. Click any policy to see who owns it, its premium trajectory, and what actions are underway.
  • Predictive alerts. AI models detect adverse premium trends early, giving your team time to intervene before renewal.
  • Audit-ready export. All premium data is exportable in formats accepted by ISO, AS/NZS, and internal governance frameworks.

Company premium health overview

Based on 25 active policies, Q3 2026

  • On track72%
  • At risk20%
  • Off track8%
On track
18
At risk
5
Off track
2
Getting started

Up and running in 3 simple steps

No lengthy implementations or complex integrations. BizPort gets your premium consultancy framework live in days, not months.

  1. Step 1

    Onboard & configure

    Your dedicated BizPort consultant works with you to map your renewal calendar and translate it into measurable premium targets. We handle the configuration. You just validate.

    Week 1
  2. Step 2

    Connect & go live

    We connect your carrier data, set up your dashboards, assign policies to your team, and configure alert thresholds. Your platform launches with real data from day one.

    Week 2
  3. Step 3

    Track, review & improve

    From month one, your leadership team reviews performance in BizPort's live portal. Regular consultant check-ins keep your premium framework evolving with your business.

    Ongoing
Our support levels

Every BizPort module comes with a flexible support level.

From fully self-managed to completely done for you. Your choice.

We've all tried a new software program, been given the login, then left to work it out with no support. After a while, you don't use it at all. We won't do that to you.

What usually happens

  1. You sign up, maybe on a free trial.

  2. It's more complicated than the demo, and there's no one to show you how it works.

  3. A couple of months later, nobody's logging in.

Good software, wasted, because nobody stuck around to help.

So for your first three months, we don't leave you to it.

  • We set up every module you've chosen.

  • We train your team on how to actually use it.

  • We stay close enough to catch mistakes before they become problems.

Why three months? It's roughly one full compliance cycle: long enough to see the system do its job, not just learn where the buttons are.

After that, it's your call.

  • Self-manage and save
  • Meet us in the middle
  • Keep full support

You can change the services you need and the support levels you want, up or down, whenever you want to. No penalties. It's a fully flexible modular service.This flexibility starts after the initial 3 months at Level 3, so that you can fully understand the capabilities of these services and support levels and make an appropriate decision for your needs.

Level 1

Self-Managed

You run the platform independently. Full access to all your selected modules. You set the pace, manage your own documents, and handle compliance tasks in-house.

  • Full platform access
  • Self-paced module management
  • Access to the BizPort knowledge base
  • Email support (business hours)
Workload split
You 100%BizPort 0%

Available after Month 3

Level 2

On-Call Support

You manage your modules day-to-day, with BizPort specialists available when you need a hand. Perfect for teams that are confident but want expert backup on call.

  • Full platform access
  • On-demand specialist support
  • Priority email & chat response
  • Quarterly compliance check-in
Workload split
You 90%BizPort 10%

Available after Month 3

Level 3 · Default

Guided Partner

Our team works side-by-side with yours. We guide you through every module you've selected, help build your documents, run your first compliance cycles, and train your staff, together.

  • Dedicated BizPort implementation partner
  • Step-by-step module setup & training
  • Document templates built with you
  • Monthly compliance review calls
  • Staff onboarding support
Workload split
You 40%BizPort 60%

Continues after Month 3 unless you select another level

Level 4

Done For You

BizPort handles almost everything. Your compliance is managed, maintained, and monitored by our specialists, so you can focus entirely on running your business.

  • Full compliance management by BizPort
  • Documents drafted, reviewed & maintained
  • Proactive risk alerts & remediation
  • Audit preparation & representation
  • Dedicated account manager
Workload split
You 10%BizPort 90%

Available after Month 3

Not sure where to start?

Talk to our team about which premium consultancy folders fit your business.

Nothing changes unless you do. Try it NOW.

Compliance and risk management for growing businesses.

Get in touch

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