For insurance brokers
Every asset you insure was financed by someone.
Renewals come around every twelve months. Each one is a conversation about assets — what’s changed, what’s coming, what’s getting replaced. Connect makes that conversation a second revenue line.
Civil contractor — fleet of seven
You’re going through the renewal. Two trucks are being replaced this year. One excavator was bought outright last September. You ask: “How was the finance on that one?”
One conversation, two introductions
While you’re confirming the schedule, the client mentions a forklift they’re replacing too. That’s a second introduction off the one renewal call — a separate deal, a separate fee.
Why it works
The renewal book is your asset.
You already know your clients’ fleet, replacement schedule, and capital cycle. Insurance and equipment finance are joined at the hip — but they almost always sit with different people. This puts both on your invoice.
Renewal-cycle alignment
One question added to the renewal call: “any new equipment coming this year?” turns a percentage of your renewal book into an additional revenue stream — without changing your workflow.
Whitelabel option
If you’d rather not introduce a third-party brand into your client conversation, Tier 3 (whitelabel) puts the entire experience in your name. Forefront’s compliance line is in the footer. The client sees you.
EDM campaigns built for renewals
We pre-write quarterly campaigns segmented by renewal month. They land 4–6 weeks before the policy expiry — that’s when clients are already thinking about the assets you cover.
Two revenue streams, one client
Insurance commission on the policy. A referral fee on the equipment finance deal you introduce. Same client, two channels — and on Co-branded or Whitelabel, lifetime referrals: you earn on every future deal that client settles with us, not just the first.
Cross-channel coordination
Finance is our lane. Everything else stays yours.
When you refer someone to us, we handle the finance. Full stop. We don’t ask them about insurance, we don’t drop them into a marketing sequence, we don’t call them outside a live deal.
Every touch is logged in the shared portal — you see everything we do, we see everything you do. Nothing gets stepped on.
Most referral partnerships die in month four because one side drifts into the other’s book. This one won’t.
A real conversation
What the introduction looks like.
Most broker deals come from one question, added to the renewal call.
“Quick one before we wrap — any new equipment coming this year I should flag? And while we’re on it, we’ve started working with a specialist finance desk for clients who’d rather not deal with their bank on it. Worth a call if you’re refreshing anything.”
↳ 20 seconds added to a call you’re already on. Average response: clients who ARE refreshing this year almost always say yes.
“As your renewal comes up next month, a reminder we now offer equipment finance through a specialist partner. If you’re planning a fleet replacement or new asset purchase, get a quote in under 24 hours.”
↳ Pre-written for you. Sent on schedule from your branded domain. You approve, we hit send.
A realistic ramp
Your first 90 days as a broker partner.
Brokers see results aligned to their renewal calendar. Here’s the typical rhythm for an AR or general broker with a 300–500 commercial policy book.
- Days 1–5 · Onboarding
Whitelabel or co-branded build
Most brokers go whitelabel (Tier 3). Your branded finance page on a sub-domain of your site, sending domain configured, EDM template segmented by renewal month, partner portal live.
- Weeks 1–4 · Renewal-call additions
One question added to every renewal
“Any new equipment coming this year?” gets added to your renewal conversations. Each “yes” routes a lead. Brokers typically see 2–4 leads land in the first two weeks just from this.
- Weeks 3–6 · First quarterly EDM
Pre-renewal campaign to your next-month renewals
Goes out 4–6 weeks before policy expiry, when clients are already thinking about their assets. Open rates on insurance lists run high (60–80%) because clients recognise the sender. Settlement on first send: typically 1–3 deals over the following month.
- Weeks 4–10 · First settlements
3–6 deals close in first quarter
Mix of renewal-call referrals and EDM responses. Broker partners typically settle 1–2 deals per month by month two.
- Day 90 · Quarterly review
Renewal-month-segmented review
Which renewal months are producing best? Which industry segments respond hardest? Quarterly recalibration of EDM cadence and segmentation. By Q2 the rhythm is set — and your renewal book keeps producing new introductions.
What your portal shows you
Built around the renewal cycle.
Broker portals surface what brokers care about — renewal-cycle alignment, insurance-policy cross-reference, segmented sending performance, cross-channel touchpoint history.
Renewal-month view
Pipeline grouped by client renewal month. See which renewals are coming up, who’s flagged for an equipment question, what tools to deploy at each renewal touchpoint.
Cross-channel touchpoint log
Every interaction we’ve had with each client logged — so you never accidentally re-pitch finance to a client who just enquired, and we never insurance-shop a client who just renewed with you.
Segment-by-segment campaign performance
Filter past EDMs by renewal month, asset class, industry. See response rates by segment so you can tune the campaign cadence to the segments that actually convert.
Whitelabel branding controls
Adjust your sending domain, your trading name as it appears in client comms, your accent colour. All without touching code — and changes propagate to live campaigns within 24 hours.
One question per renewal.
That’s the playbook. Add one line about equipment finance to the renewal call. The rest is on us — and you earn a referral fee on every deal that settles.