For UK insurance brokers and protection advisers
The admin side of broking, done in a fraction of the time.
Two products, one idea: the admin is written for you, so your day goes on clients. bflow Business turns the email thread, the renewal report or the call you just took into the note, email or letter you need next. bflow Protection keeps your client book, bookings and check-ins in one place, with every message to your clients ready to send.
Invite-only. There is no public sign-up: every account is created for a firm by the bflow team. In bflow Business, the emails and documents you paste or upload are not stored.
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A one-time link to your work email. No password to remember.
Access is by invitation. Accounts are created by the bflow team for each firm.
Two products, one bflow
Built for the work you actually do.
bflow Business
For commercial insurance brokers
- Drop in an email, a renewal report or a schedule and get the file note, client email or letter it calls for.
- Renewal introductions and offers, final stages, follow-ups and texts to clients, in your voice.
- Drag an email straight out of Outlook and the right workflow opens with it in.
bflow Protection
For protection advisers
- Book a call or a review and the confirmation is ready to send by WhatsApp or email.
- Check-ins after cover starts, written for you and due on the right day.
- Your client book, applications and commission owed, live from your own spreadsheet.
bflow Business · What it does
Workflows for every need. One habit: pick, paste, check, send.
Each one is built around a task brokers do every day, and asks only for what that task needs. Here are two of those tasks, done both ways.
The expiring schedule is on file. The client needs their renewal introduction.
By hand, from a template
00:00
With bflow
00:00
Illustrative timings, both clocks running at the same speed. The real figures depend on the schedule and the broker. The shape is the point: bflow reads the document, the broker checks the draft.
The ones people reach for most
- 01
Email / File Note
Paste an email or a live chat and get the one-line file note for Acturis.
- 02
Draft Email
A reply, a forward or a brand-new email from rough notes, in the right tone for who it's going to.
- 03
Renewal Introduction
Drop in the expiring schedule and the renewal introduction is written, covers and figures included.
- 04
Renewal Offer
The renewal report becomes the client's offer email, with your own template if you have one.
- 05
Client ↔ Underwriter
Relay one side of a client and underwriter exchange to the other, facts kept, jargon handled.
- 06
Final Stages
Invoice, receipt, policy documents, cancellation and lapse emails, each with its file note.
- 07
Email Follow-Up
Chasers from a gentle nudge to a final reminder, written from the thread you paste in.
- 08
Client SMS
The short text that gets a quiet renewal email opened, counted to the segment.
Plus Quotation Email, Market Presentation, Mid-Term Adjustment, Phone Note and Email to Letter.
How it works
- 1
Pick the workflow
Say what you need and who it's for. Each workflow asks only for what it actually uses.
- 2
Paste what you've got, or drop it in
An email, a whole thread, the renewal report PDF, the call you just took — dictated if you like.
- 3
Check it and send
Read the draft, change what you want, then Copy formatted email, Open in Outlook, or Send by post on your letterhead.
Every draft follows what you gave it. bflow never invents a premium, a date, a cover limit or an insurer's position. If it isn't in what you pasted, it isn't in the email.
bflow Protection · What it does
Every booking confirmed. Every check-in sent.
The admin around every protection case, in one place: the messages to your clients written for you, what's due today in one list, and your book kept up to date as you go.
Booking confirmations, written for you
Book a call, review or meeting by phone, Teams or in person, and the confirmation is ready to send by WhatsApp or email.
Check-ins that keep clients close
Follow-ups at the right moments after cover starts, in your own voice, with your review link added when you want it.
Today, in one list
Every booking and every check-in due, each one a tap from WhatsApp, moved to another day or ticked off.
Pre-sale underwriting check
Conditions, family history, BMI and the amount of cover checked against eight insurers' guides, with the medical evidence each would ask for.
Your client book, live
Clients, products, application progress and commission owed, read from your own spreadsheet and written straight back.
bflow has massively improved my productivity and alleviated the pressure of case admin. I can now easily store and access client contact information, product details and the progress of applications and whether or not I have received the owed commission. The pre-sale underwriting tool saves so much time and gives an early indication on where best to place clients and whether applications will be successful. The ‘check in’ reminder feature also enables me to contact clients within required timeframes, request feedback and maintain client relationships.
From our bflow Business pilot survey
What brokers say
- 90%
- say bflow saves them an hour or more in a typical week
- 9/10
- average score brokers give their experience with bflow
- 90%
- would recommend bflow to the wider team
Quote of the day
“The future doesn't wait for those who refuse to evolve.”
Enquire
Interested for your team?
Tell us a little about your firm and what you'd like bflow to take off your plate. We'll come back to you, usually the same working day.
Prefer email? support@bflow.uk