The Challenge
Running a brokerage means juggling client relationships with renewals, claims, compliance, policy administration, and more. These crucial but time-consuming tasks pull your focus away from growth and client service.
The Solution
As a CIP®-certified and CII-member professional with 10+ years of international operations experience, I deliver dependable, tailored support designed for UK brokerages.
That's where I come in
Sales &
Pipeline Support
Stay proactive, never reactive
Your renewal diary and pipeline are the lifeblood of your brokerage. I keep it organised with CRM updates, renewal alerts, and intro/thank-you emails — so you can focus on building relationships while I manage the reminders.
Client &
Policy Admin
Clarity and care in every client interaction
Stay on top of the moving parts that keep your brokerage running. From renewal reminders and document prep to chasing insurers for policy documents and tracking claim updates, I handle the admin that keeps clients informed and operations smooth.
Compliance Admin Support
Confidence knowing you're always audit-ready
Your clients deserve timely, thoughtful communication. I handle claims follow-ups, draft clear correspondence, and ensure every interaction reflects the professionalism of your brokerage, so you can focus on relationships while I manage the details.
Broker–Insurer Liaison
Smooth communication between brokers and underwriters
Stop wasting time chasing the market. I handle quote requests, follow-ups with underwriters, and status checks on queries, ensuring you get timely responses and can focus on client conversations instead of inbox battles.
Finance Admin Support
Trust-based support with your oversite
I support your cashflow and bookkeeping by issuing invoices, sending polite credit control reminders, and checking commission statements. You stay in control — I handle the admin.
Marketing &
Visibility
Consistency that builds credibility
You don’t need a full-time marketer to stay visible. I can schedule LinkedIn posts, format newsletters, and manage reviews/testimonials — keeping your brand present and professional without draining your time.
How It Works
02
Assessment
Illuminate the path
We map your workflows, spot gaps, and highlight opportunities — bringing clarity where it matters most.
01
Discovery Call
Grow with confidence
Let’s talk through your challenges and goals. A first step to see where support makes the biggest difference.
03
Onboarding
Cross the bridge
Seamless setup with your systems and processes, so support blends in without disruption.
04
Ongoing Support
Find our flow
Consistent, reliable assistance month after month — keeping your brokerage steady, focused, and moving forward.
Tap to explore the steps →
Simple, Transparent Pricing
One flat monthly fee. No hidden costs. No long-term contracts.
£900 / month
Backed by dual Canadian & British insurance credentials (CIP® & CII)
What's Included:
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Renewal pipeline management & client tracking
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Policy administration & insurer liaison
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Compliance documentation & FCA readiness
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Client communications & professional correspondence
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Finance admin support (with your oversight)
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Marketing & visibility assistance
Dual Professional Credentials
Active CIP® & CII Member
Trusted in both Canada & the UK
With over a decade of international insurance experience, I hold active professional standing in both Canada (CIP®)
and the UK (CII Member). This rare dual perspective means you’re working with a partner who understands multiple regulatory frameworks, professional standards, and client expectations.
For brokers, that translates into more than just admin support — it’s accountability, professionalism, and an assurance that every task is handled with the same standards your clients expect from you.
Trusted by Industry Professionals
Leif supported our team with policy issuance, tax calculations, and compliance reviews. He was always helpful and responsive, ensuring policies were compliant and issued on time.
I’m confident Leif will be of enormous assistance to UK commercial brokers with any challenges they face.
Matthew ACII
Casualty Major Risks Underwriter, Chubb
Prefer email? Send me a quick message:
No obligation — just an initial conversation.
Leif’s professionalism, technical knowledge, and integrity made him an invaluable asset to our organization.
Former Manager, Co-operators