Business Management Software for Australian Insurance Brokers

Australian insurance brokers manage commission income from multiple insurers, policy renewals across hundreds of clients, AFSL compliance, and client relationship management. XIntelliSync consolidates CRM, accounting, payroll, and commission tracking in one platform.

Insurance Broker Pain Points

Challenges Australian insurance brokers face:

• Commission reconciliation across multiple insurers with different payment schedules and statement formats
• Policy renewal tracking for hundreds of clients with different renewal dates
• AFSL compliance documentation, training records, and breach reporting obligations
• Client relationship management across personal and commercial lines

How XIntelliSync Addresses Broker Workflows

XIntelliSync connects insurance broker operations:

• Commission tracking per insurer with automatic reconciliation
• CRM with policy renewal tracking and automated client communications
• AFSL compliance: cost tracking, documentation, and deadline management
• Payroll preparation for employed staff
• AI agents automate renewal reminders, commission reconciliation, and financial reporting

Compliance for Insurance Brokers

Insurance brokers must comply with:

• AFSL obligations: licensee requirements, breach reporting, financial requirements
• BAS: GST on brokerage fees, input-taxed financial supplies
• STP Phase 2: payroll for employed brokers and support staff
• Superannuation: 12% SGC for employees
• Insurance Brokers Code of Practice: professional standards