For insurance brokers. Briefi prepares and writes up your client meetings, keeps a register of every policy and claim a household or business holds, lays out the work for the six weeks before a renewal, and gets the Financial Services Guide and remuneration consent signed.
Every meeting gets a brief before and a recap after: decisions, actions with an owner, and a follow-up drafted for you to check and send, filed to the client. What differs is the next step.
Sample data, drawn. Names are fictional.
Plenty of a broker’s meetings are with insurers, suppliers or your own staff. The brief names policies and renewal dates only when the meeting is about a client’s cover.
The household or business is who you look after. Each policy inside it has its own insurer, status and renewal date, and a claim hangs off the policy it is made on, so the record keeps all three.
Sample data, drawn. Your team records each status and date. Briefi has no connection to insurers.
An insurer, or the system your policies are administered in. Cover bound, a renewal accepted, a claim lodged or decided are what your team records, and a journey step waiting on an insurer says so. The insurer’s schedule stays the authority on what is covered.
Every date the register holds for the Okoye household from July to June, beside the meetings you hold with them.
Sample data, drawn. The renewal journey is dated from 42 days before the date on the policy; the annual review is counted from the last one.
Forms open in a phone browser with no app to install, and each insured signs for themselves.
Financial Services Guide, duties and remuneration consent, in one link.
Sample data, drawn.
Your team accepts or waives every file asked for.
Sample data, drawn.
A second insured signs for themselves.
Sample data, drawn. Names are fictional.
Clients see their policies and claims, and upload what you ask for.
Sample data, drawn. A client can tell you about a new claim from the portal. Claim amounts show only when you choose to show them.
Insight counts how quickly clients return what you send them, from forms actually sent and returned. Every figure has rows behind it.
Real screen from a demo workspace.
What we can state plainly, because it is true of every workspace today.
Briefi keeps the record of what each client holds, and what is coming up. The advice, the Financial Services Guide and warnings, the duties wording and your obligations under your licence stay with you.
Read the security overviewA$69A$49/mo
A sole broker with a small book.
A$89A$69/mo
A sole broker with an account manager or assistant.
A$249A$199/mo
A broking practice with a team.
Kept for as long as you stay subscribed. For the first 100 workspaces or until 31 December 2026, whichever comes first.
On file is everyone in your record, with a household or business counted once. Active is who you did work for that month, averaged over three months.
The policy register, the claims register and journeys are on every Advisor plan, and on Scale and Enterprise. Meetings plans and Briefi Sign do not include them.
No. Briefi cannot see an insurer, or the system your policies are administered in. Your team records each policy, its status and its dates, and every status shows the date somebody last confirmed it. A journey step that waits on an insurer says so. You can import a file of policies, and cover a client lists on their fact-find can be added to the register as unknown until you confirm it.
Two are written for an insurance broker, and yours to copy and change. Getting started with your insurance: the Financial Services Guide, the important information about the client’s duties, and consent to how you are paid in one link, with a second insured signing where there is one. Your licensee’s Financial Services Guide, duties wording and remuneration wording are yours to add, and each document shows “not yet set” until you do. The insurance fact-find: the client’s details, work, income, existing cover and any debts they would want cleared. Renewal conversation and quarterly review check-ins are in the library too.
Ask the client, or someone acting for them, for exactly the files you need, and ask for a claim’s documents from the claim itself so each one lands on it. Each file is accepted, or marked not needed, by a person on your team.
Each claim records who owes the next step. One the insurer owes, which you have not heard on for your chase interval, shows as quiet. You set the interval for your workspace, from 5 to 60 business days, and it starts at 20. Public holidays are not counted, so it is a prompt to chase and never a deadline.
It keeps the evidence on one record, dated: what the client declared in their answers, what the firm holds on record kept apart from it, the renewal journey and what the client told your check-in. The insurer’s own renewal notice, and the wording of your warnings and duties, stay with you and your licensee. Briefi does not decide what a client is covered for.
Forty-two days before the renewal date on the policy. Open the client’s record inside that window and the journey is there, with each step dated back from the renewal date, from the “what has changed” form at 35 days to the renewal recorded on the policy. A date that passes with nobody updating the policy shows the record as out of date.
No. The register is topline on purpose: enough to have the conversation and know when something is due. Quoting, binding and commission accounting stay in the systems you use for them. The consent to your commission and broker fee is signed in Briefi, and you enter the figures.
Not yet. Forms for requests such as adding a vehicle or changing an address are still being built. Today you can build your own in Forms, and a client can tell you about a new claim from the portal.
Not yet. The fact-find that comes with the workspace is a client details form. You can copy it and add your own questions for premises, turnover or fleet.
Not yet. Identity checks are coming soon. Today you can ask for ID documents in a document request, and a person on your team accepts each one.
Yes. Advisor Solo includes one free support seat, and Advisor Practice includes one for each paid seat, four to start.
Meetings, recaps, forms, signing and the client portal work anywhere. The insurance forms and warnings are written for Australian brokers today. Versions for other countries are planned.
A 30-minute demo, set up as a broking practice, around a client like one of yours.