The Challenge
Running a brokerage isn't just busy — it's constant.
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Renewals need preparing weeks in advance
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MTAs and day-to-day admin interrupt your flow
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Emails, follow-ups, and documentation start to stack
And in the background, there’s always that question:
Has everything been done properly?
Because when something gets missed, it matters — for your clients, your insurers, and your reputation.
The Solution
You stay focused on your clients and relationships.
I keep everything moving behind the scenes.
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Renewals tracked and prepared early
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Admin handled consistently and properly
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Communication kept clear and up to date — so nothing slips
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Anything requiring judgement flagged — not assumed
So you're not constantly checking, chasing, or second-guessing.
All delivered with the structure and attention to detail that insurance work demands — backed by CIP® and CII credentials.
That's where I come in
Minimal onboarding — I work within your existing systems, not around them
Stay on top of your renewals — without chasing them all day
Stay proactive, never reactive
Your renewal pipeline is the backbone of your brokerage.
I keep it moving — from early prep and information gathering to renewal tracking, client comms and follow-ups — so nothing gets left too late or rushed.
Handle MTAs and day-to-day admin — without constant interruption
Clarity and care in every client interaction
Mid-term adjustments, insurer queries, document requests — they don’t stop.
I handle the day-to-day flow of admin, updates, and follow-ups so you’re not pulled away from clients every few minutes.
Clients stay informed.
Work stays organised.
Nothing slips.
Anything requiring judgement is flagged — not assumed.
Stay compliant without the constant pressure
Support that fits within your processes
Compliance matters — but it shouldn’t sit in the back of your mind all day.
I support documentation, follow-ups, and client communications in line with your processes — so everything is done properly, recorded, and up to date.
No gaps.
No chasing.
No uncertainty about what’s been done.
Stop chasing the market
Smooth communication between brokers and underwriters
I handle quote requests, follow-ups, and status checks with insurers — ensuring you get timely responses while you stay focused on client conversations instead of inbox battles.
Keep your cashflow clear and under control
Trust-based support with your oversite
From invoicing and credit control reminders to checking commission statements, I support the financial admin behind your brokerage — so nothing is missed and everything stays organised.
You stay in control — I handle the detail.
Light Marketing Admin (Optional)
Consistency that builds credibility
If needed, I can support basic marketing admin — such as formatting posts or scheduling content — but my focus is keeping your operations running smoothly.
Simple, Transparent Pricing - no surprises
One flat monthly fee. No hidden costs. No long-term contracts.
£900 / month
All work carried out under your direction — no advice or liability taken on
What's Included:
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Renewal pipeline tracked and prepared early
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Policy administration and insurer liaison handled consistently
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Compliance administration and documentation follow-ups supported
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Client communications and correspondence managed professionally
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Finance admin support (with your oversight)
Flexible support available for smaller workloads — we can shape this around your setup
Support can scale with your workload — whether you need consistent help or just a lighter starting point
Dual Professional Credentials
Active CIP® & CII Member
Trusted in both Canada & the UK
Recognised industry designations — not generic admin support
With over a decade of international insurance experience, I maintain active professional credentials in both Canada (CIP®) and the UK (CII Member).
This dual perspective means working with someone who understands different regulatory frameworks, professional standards, and client expectations.
In practice, that means more than just admin support — it’s accountability, professionalism, and the assurance that every task is handled properly - nothing slips.
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.
Matthew ACII
Casualty Major Risks Underwriter, Chubb