For brokers

Everything a broker needs. One portal.

Quote, manage, analyse, pre-fill, cross-sell, endorse. Every feature, free for AFSL-holders.

Built around the broker workflow.

Quote
Eight products, smart pre-fill, draft auto-save. PI, GL, Cyber, Management Liability, IT, D&O, Accident Liability, Specialty.
FTA Broker Portal Acme Pty Ltd ▾ SG
◀ New Quote — Professional Indemnity
Acme Pty Ltd
$4,200,000
$2M / $4M ▾
Indicative premium: $1,840
✦ Ask
All 8 products →
Manage
Active policies, renewals due, documents, messages — all in one record. Bulk download. One-click bind.
FTA Broker Portal All brokers ▾ SG
Welcome back, Sam.
Total premium
$2.4M
Renewals due (30d)
12
Drafts
4
Bound this mo.
38
Records Filter: All ▾  ·  + New
Insured Product Stage Premium Due
Acme Pty Ltd PI Bound $1,840 —
Beta Co GL Renewal due $4,210 14 Jun
Gamma Holdings CY Awaiting UW $9,120 —
Delta Group ML Draft — —
Epsilon Pty PI+CY Bound $6,540 —
✦ Ask
Open the records grid →
Analyse
Iris reports. Renewal rate by postcode. Bind times by product. Just ask.
Iris  /  Renewal rate by postcode
Question:
"What's our PI renewal rate by postcode in the last quarter?"
92%
2000
88%
3000
81%
4000
76%
5000
71%
6000
✦ Insight
Renewal rate drops 8% west of postcode 4000. Worth a closer look.
💬 Comments (2)
SG · 2h ago
Christian — is the 6000 dip seasonal or structural?
See Iris in action →
Communicate
Reply to your insured from the policy, with the right attachments queued.
Endorse
Library, custom editor, AI plain-English rewrite. Edit, approve, attach.
Endorsements  /  Cyber  /  Library
Library
✓ Data breach response
War & terrorism exclusion
GDPR territorial
Ransomware sub-limit
Social engineering
+ Add custom
Editor
Title: Data breach response
"Subject to the insured notifying the insurer within 72 hours of becoming aware of any actual or suspected unauthorised acquisition or disclosure of personal information..."
✦ Plain English rewrite
"You must tell us about a data breach within 3 days of finding out."
The endorsement library →
Subjectivities
AI rewrites every condition for the insured, so signoffs come back faster.

Plus the quiet upgrades.

Cross-sell
AI flags coverage gaps the moment you open the client. One click for an indicative quote.
Client  /  Acme Pty Ltd
ABN
12 345 678 901
Industry
Technology
State
NSW
Revenue
$4.2M
Employees
42
Owner
Sam Garling
Active policies
  • ✓ Professional Indemnity $1,840 exp 12 Jun 27
  • ✓ General Liability $2,300 exp 12 Jun 27
  • ✓ Management Liability $1,210 exp 12 Jun 27
✦ Gap detected — Cyber
42 employees · NSW tech firm · no cyber cover. Average bind premium for similar clients: $1,400/yr.
Pre-fill
Revenue, ABN, employees, industry — pulled from the client record automatically.
FTA Broker Portal Acme Pty Ltd ▾ SG
◀ New Quote — Professional Indemnity
Acme Pty Ltd
$4,200,000
$2M / $4M ▾
Indicative premium: $1,840
✦ Ask
Draft auto-save
Pick up where you left off. Drafts sync across devices. Close the tab mid-submission — it's still there.
Before / After

What changes when the AI is in the loop.

Before
📎 Acme_SOA.pdf · 3 MB

Statement of Advice

  • Client: Acme Pty Ltd
  • ABN: 12 345 678 901
  • Annual revenue: $4.2M
  • Industry: Technology
  • State: NSW

Coverage sought

  • Professional Indemnity
  • Limit: $2M / $4M
Quote: Acme Pty Ltd ✦
Insured
Acme Pty Ltd
ABN
12 345 678 901
Revenue
$4.2M ✨
Industry
Technology ✨
Limit
$2M / $4M ✨
State
NSW ✨
Indicative: $1,840
A 3 MB SOA PDF sitting in your inbox.
After
See parsed quote on the right of the diptych above.
Fields parsed. Quote ready to calculate.
Before
portal.ftainsurance.com.au / endorsements
Endorsements  /  Cyber  /  Library
Library
✓ Data breach response
War & terrorism exclusion
GDPR territorial
Ransomware sub-limit
Social engineering
+ Add custom
Editor
Title: Data breach response
"Subject to the insured notifying the insurer within 72 hours of becoming aware of any actual or suspected unauthorised acquisition or disclosure of personal information..."
✦ Plain English rewrite
"You must tell us about a data breach within 3 days of finding out."
Three paragraphs of legalese.
After
✦ Plain English rewrite
"You must tell us about a data breach within 3 days of finding out."
One plain-English sentence your insured will actually read.
Before
Question:
"What's our PI renewal rate by postcode in the last quarter?"
An empty prompt and a vague question.
After
portal.ftainsurance.com.au / iris
Iris  /  Renewal rate by postcode
Question:
"What's our PI renewal rate by postcode in the last quarter?"
92%
2000
88%
3000
81%
4000
76%
5000
71%
6000
✦ Insight
Renewal rate drops 8% west of postcode 4000. Worth a closer look.
💬 Comments (2)
SG · 2h ago
Christian — is the 6000 dip seasonal or structural?
A chart and an AI insight, in three seconds.

The old way vs the FTA way.

Same task. Different shape.

Excel + email FTA portal
Quote turnaround 3 days 90 seconds
Pre-fill from prior year ✗ ✓
AI document extraction ✗ ✓
Renewal tracking spreadsheet built-in
Iris analytics ✗ ✓
Cross-sell flagging manual AI-led
Bind a policy PDF + sign one click
Cost your time $0 forever
works with what you already use
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