BrokerIQ
BrokerIQ is a Belfast-based SaaS platform that provides mobile-first customer engagement, automation, and retention tools for insurance and mortgage brokers, distributed via iOS and Android apps and enterprise demos.
- Company typePrivate
- Founded2021
- HeadquartersBelfast, United Kingdom
- Headcount1–10
- GTM typeB2B
- OfferingSoftware
What BrokerIQ does
BrokerIQ is a Belfast-based private startup that developed a mobile-first customer engagement platform for the insurance and mortgage broker industry. The platform is designed to help brokers connect with clients on a 24/7 basis, automate routine communications, and improve client retention, organized around three stated functions: Engage, Automate, and Retain. Distribution is delivered through native iOS and Android applications (App Store and Google Play) plus a Calendly-driven enterprise demo motion on the company website, indicating a hybrid self-serve and field-sales go-to-market.
The underlying technology is a mobile-first customer engagement application built with Xamarin (per the Google Play package identifier) and packaged for both major mobile stores, supporting direct broker-to-client connectivity. Revenue is generated via a SaaS subscription model, although pricing tiers, ARPU, and contract structures are not publicly disclosed. The company has no disclosed patents, no listed integrations, no API, and no third-party validation of scale. Operational footprint is small (1-10 employees) and headquartered in Belfast, with the input indicating a single disclosed funding event from Symvan Capital in April 2022 (undisclosed amount). The company rebranded to Yavia.co.uk in July 2024, signaling a potential repositioning beyond the original broker-only domain, though the current operational status under the BrokerIQ identity is unclear.
BrokerIQ firmographics
Firmographics- Name
- BrokerIQ
- Legal name
- BrokerIQ
- Website
- https://brokeriq.co.uk
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- BrokerIQ is a Belfast-based SaaS platform that provides mobile-first customer engagement, automation, and retention tools for insurance and mortgage brokers, distributed via iOS and Android apps and enterprise demos.
- Ownership category
- akta.pro rank
BrokerIQ industry classification
Industry- Product category
- Insurance Broker Software
- NAICS
- Insurance Agencies and Brokerages (52421), Mortgage and Nonmortgage Loan Brokers (522310)
- SIC
- Insurance Agents, Brokers & Service (6411), Loan Brokers (6163)
- akta.pro primary industry
- Insurtech-Enabled Brokerage (Digital Brokers & Aggregators) (FSAEADAN)
Keywords
Where BrokerIQ is headquartered
LocationHeadquarters
- HQ city
- Belfast
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
BrokerIQ business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations
Revenue model
- SaaS Platform Subscription: BrokerIQ generates revenue through a SaaS subscription model, providing brokers access to its customer engagement platform. The platform is available via mobile apps, suggesting a recurring subscription model for broker access.
Go-to-market motion1 record
Distribution channels3 records
Marketing channels3 records
BrokerIQ product offering
Product offeringCore offering
BrokerIQ provides a mobile-first customer engagement platform for insurance and mortgage brokers that connects brokers directly to their clients around the clock. The platform centers on three functions — Engage, Automate, and Retain — and is delivered via native iOS and Android applications to improve broker efficiency, automate client communications, and increase client retention.
Product overview
BrokerIQ offers a single unified customer engagement platform for the insurance and mortgage broker industry. The platform connects brokers directly to their clients around the clock, built around three core functions: Engage, Automate, and Retain. The product includes mobile applications available on iOS and Android. Note: The company has rebranded to Yavia.co.uk as indicated on the website.
Differentiator
Problem solved
Functional benefit
Products and services
- BrokerIQ Customer Engagement Platform A mobile-first customer engagement platform built for insurance and mortgage brokers that connects them directly to their clients 24/7. The product is organized around three core functions — Engage, Automate, and Retain — and is delivered via native iOS (App Store) and Android (Google Play) applications.
Companies that use BrokerIQ
Customer profileSegments2 records
Ideal customer profiles2 records
BrokerIQ technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
BrokerIQ partnerships and signals
Strategic signalScale indicators2 records
Recent moves4 records
Expansion highlights4 records
BrokerIQ competitors and assessment
Company assessmentDirect peers
- EZLynx: EZLynx is a SaaS platform providing agency management, client engagement, and automation tools to insurance brokers in North America — directly comparable to BrokerIQ's core insurance broker offering.
- Acturis: Acturis is a UK-headquartered insurance broker platform providing workflow, CRM, and engagement tools — the closest geographic and segment-direct competitor to BrokerIQ in the UK.
- NowCerts: NowCerts is a CRM and agency management platform built specifically for insurance brokers with quoting, automation, and client engagement — a direct vertical insurtech SaaS peer.
- Lendesk: Lendesk is a Canadian mortgage broker technology platform providing CRM and workflow tools — directly comparable to BrokerIQ's mortgage broker engagement module.
- Mortgage Brain: Mortgage Brain is a UK mortgage broker platform offering CRM, sourcing, and engagement tools — the closest UK mortgage-broker-side comparable to BrokerIQ.
Broad incumbents
- Applied Systems: Applied Systems is the largest US insurance agency management software provider, offering workflow, client engagement, and automation for brokerages — a broad incumbent BrokerIQ must differentiate against.
- Vertafore: Vertafore provides agency management, CRM, and workflow solutions for insurance agents and brokers across the US — a comparable incumbent suite competing for the same engagement wallet.
- HubSpot: HubSpot's CRM and marketing automation suite is widely adopted by small and mid-sized brokerages as a horizontal alternative to vertical engagement platforms like BrokerIQ.
- Salesforce: Salesforce (including Financial Services Cloud) targets insurance and financial services intermediaries with CRM and engagement workflows — the dominant horizontal incumbent competitor.
Emerging players
- AgencyBloc: AgencyBloc provides CRM, engagement, and policy management tools for small to mid-sized insurance agencies — a comparable vertical SaaS targeting a similar SMB broker niche.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights5 records
Customer concentration
BrokerIQ social profiles
Digital presenceBrokerIQ financial estimates
Financial estimateRevenue estimate
Valuation estimate
BrokerIQ leadership team
Management profileNumber of profiles
Profiles1 record
BrokerIQ funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
BrokerIQ M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about BrokerIQ
What does BrokerIQ do?
BrokerIQ provides a mobile-first customer engagement platform for insurance and mortgage brokers that connects brokers directly to their clients around the clock. The platform centers on three functions — Engage, Automate, and Retain — and is delivered via native iOS and Android applications to improve broker efficiency, automate client communications, and increase client retention.
Is BrokerIQ a public or private company?
BrokerIQ is a private company. It is classified as venture growth investor backed and is currently operating.
When was BrokerIQ founded?
BrokerIQ was founded in 2021. It employs 1 to 10 people.
Where is BrokerIQ based?
BrokerIQ is headquartered in Belfast, United Kingdom, in the Europe region.
How does BrokerIQ make money?
One revenue line is on record: saaS Platform Subscription.
Who are BrokerIQ's main competitors?
Direct peers on record are EZLynx, Acturis, NowCerts, Lendesk and Mortgage Brain. Broad incumbents are Applied Systems, Vertafore, HubSpot and Salesforce. AgencyBloc is listed as an emerging player.
Does BrokerIQ have an API?
No public API is recorded for BrokerIQ.
What industry is BrokerIQ in?
BrokerIQ's product category is Insurance Broker Software. Its primary akta.pro industry code is FSAEADAN, Insurtech-Enabled Brokerage (Digital Brokers & Aggregators). Its NAICS code is 52421 and its SIC code is 6411.