BROKER INFORMATION SERVICES LIMITED

Broker Information Services Limited (BIS) operates a comprehensive, cloud-based platform designed specifically for insurance and financial brokers. The BIS Platform brings together sales, business intelligence, compliance and client-relationship tools in a single, intuitive dashboard, enabling advisers to manage pipelines, policy alterations, commissions and marketing campaigns efficiently.

Key features include a robust Customer Management suite, document and research-report stores, and specialised product modules covering unit-linked bonds, structured products, pensions, annuities, protection and mortgage solutions. Integrated calculators for pension, annuity and mortgage scenarios, alongside risk-attitude questionnaires and detailed product comparisons, help advisers deliver personalised recommendations. The platform also supports automated mail-merge, newsletters, and a client portal for seamless communication, while the Broker Connectivity solution pre-populates New Ireland application forms directly from BIS data.

By consolidating data utilities, compliance events and task management, BIS empowers brokers to streamline workflows, enhance client service and drive growth across the Irish financial advisory market.