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.

3x
Faster renewal cycles
94%
Premium visibility rate
10k+
Policies tracked
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.

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
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
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
STAGE 04

Bind & Implement

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

Bind Automation
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
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
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.

Premium Overview
25 active policies · Q3 2026
72%
On Track
Premium Health Score
18 of 25 policies are on track this quarter. 5 need attention before renewal.
Workers Comp premium has drifted above threshold — review the renewal plan.
18
On Track
▲ +4
5
At Risk
▼ –1
2
Off Track
▲ +1
Line of Business Premiums
Property Portfolio
88%
Motor / Fleet
96%
Workers Comp
62%
Public Liability
38%
Priority Renewals
Review Workers Comp Renewal
Due: 2 Jun · Workers Comp
High
Update Q3 Premium Target
Due: 5 Jun · Property
Med
Export Compliance Report
Due: 7 Jun · Motor
Low
Q3 Renewal Review scheduled — 15 Jun. Prepare your line-of-business scorecards.
Policy Library
25 active policies · Q3 2026
All
Property
Motor
Workers Comp
Liability
Property Portfolio Renewal
On Track
Property · Annual · Broker: J. Chen
$482K
/
$520K cap
JC
J. Chen
Fleet Motor Insurance
On Track
Motor · Annual · Broker: M. Torres
$138K
/
$145K cap
MT
M. Torres
Workers Comp Renewal
At Risk
Workers Comp · Quarterly · Broker: S. Mitchell
$310K
/
$260K cap
SM
S. Mitchell
Public Liability Cover
Off Track
Liability · Annual · Broker: A. Barnes
3.8%
/
2.0% cap
AB
A. Barnes
Commercial Property — Warehouses
On Track
Property · Monthly · Broker: J. Chen
$96K
/
$110K cap
JC
J. Chen
Fleet Motor — Interstate Division
At Risk
Motor · Weekly · Broker: R. Patel
$58K
/
$52K cap
RP
R. Patel
New Renewal
Add a policy to track
Policy Name
Line of Business
Target Premium
Review Cycle
Lifecycle Stage
Assess
Compare
Negotiate
Bind
Monitor
Renew
Broker
Description
Analytics
Q3 2026 · 25 policies tracked
Overview
Trends
Lines of Business
72%
On Track
On Track
72%
At Risk
20%
Off Track
8%
Premium Performance Trend
72%
Dec Jan Feb Mar Apr May
Line of Business Performance
Property
88%
Motor
80%
Workers Comp
62%
Liability
44%
Renewal Tasks
Premium improvement actions
Overdue
Investigate Workers Comp Loss Ratio Spike
Was due 25 May · Workers Comp
A. Barnes
High
Finalise Liability Renewal Terms
Was due 27 May · Liability
S. Mitchell
High
This Week
Property Portfolio Renewal Review Meeting
Due: 2 Jun · Property
J. Chen
Med
Motor Fleet Market Comparison Sent
Completed · Motor
M. Torres
Low
Export ISO Compliance Report
Due: 5 Jun · Compliance
K. Walsh
Low
Upcoming
Prepare Q3 Premium Scorecard Presentation
Due: 12 Jun · All Lines
All Brokers
Med
Set Q4 Renewal Targets
Due: 20 Jun · Leadership
Broking Team
Med
Settings
A
Alex Johnson
Senior Broker · BizPort Insurance Brokerage
BKR-014
Broker ID
Active
Status
Pro
Plan
Premium Alert Notifications
Weekly Renewal Digest
Analytics Preferences
Team & Permissions
Brokerage Settings
Change Password
Help & Support
BizPort Premium Consultancy · v2.6.0
Platform Capabilities

Everything you need to manage premium performance

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

Premium & Renewal Builder

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

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.

Claims Analytics & Trends

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

Automated Renewal Reporting

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

Smart Risk Alerts

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

Broker Performance Reviews

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

Market Benchmarking

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

Mobile Access

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

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

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

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

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
Reporting & Analytics

Turn your premium data into decisions that matter

BizPort doesn't just display numbers — it contextualises them.
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 · Q2 2026
72% On Track
On Track
0%
At Risk
0%
Off Track
0%
0
On Track
0
At Risk
0
Off Track
Our Support Levels

Every Bizport Module Comes With A Flexible Support Level.

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

Why Every New Client Starts on Level 3 — Guided Partner Support

We've all done it. Bought the software, signed up for the service, and then got left to figure it out ourselves. No training. No one checking in. Just a login and good luck. Six months later, it's the tool nobody opens anymore.

That's exactly why every new client starts here.

For the first 3 months, our team helps build and run the platform alongside you - we don’t leave it up to you to do.
We thoroughly set up every module you chose - train your team on how to actually use it - and stay close enough to catch mistakes before they become problems. Three months — is roughly one full compliance cycle, long enough to see the system actually do its job instead of still learning how to operate it.

By the end of month three, you've lived it. You know what the platform does, what it saves you from, and how it runs day to day. From there, the choice is yours: self-manage and save, meet us in the middle, or keep the full support. No penalties, no lock-in — just a decision you make with real experience behind it.

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 · Input
100%
You
0%
BizPort
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 · Input
90%
You
10%
BizPort
Available after Month 3
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 · Input
10%
You
90%
BizPort
Available after Month 3

Get in Touch

1300 859 363

www.bizportservices.com.au

PO Box 2428 Carlingford LPO NSW 2118

Social Responsibility

We acknowledge the Traditional Owners of country throughout Australia and recognise their continuing connection to land, waters and culture. We pay our respects to their Elders, past, present and emerging.

We have zero tolerance for modern slavery and human trafficking.

We are committed to ethical business practices and enforce strict controls to keep our operations entirely free from exploitation.

Copyright 2026. All Rights Reserved. Bizport Services