Brokerstar

What Brokerstar does

Brokerstar is a privately-held UK software company that provides a modular SaaS suite for insurance brokers operating in the United Kingdom. The platform is designed around a 'systems fabric' architecture in which each of nine modules — Marketing Automation, CRM, Custom Questionsets (built via an in-house Design Studio), Automated Niche Rates (CPQ), Sales Process, PAS Integration, MI Analysis, Customer Converse, and Customer Portal — can be deployed independently or integrated with the broker's existing Policy Administration System. The stated design principle is 'digitisation without disruption', enabling brokers to layer new capabilities onto legacy systems via fixed interface choke-points where individual components can be replaced without rebuilding the whole. Differentiating technical features include an in-house Design Studio for unlimited-step risk-capture questionsets, CPQ that claims 10x faster niche quote generation, and ML-based lead conversion prediction within the CRM module. White-labelling of customer-facing portals is supported.

The company operates a consultative, inside-sales go-to-market organised as a four-step digitisation process: obligation-free business review, single-module trial, go-live with proven modules, and PAS integration. Revenue is generated via subscription-based SaaS contracts on an annual billing cadence, with quote-based pricing tailored to the module combination and scale of each broker; no public pricing is disclosed. The firm markets primarily through an active LinkedIn company page and a regularly-published blog (authored by Dan Simons) covering insurance digitisation themes such as IoT, cyber, low-code/no-code, and ecosystem evolution. Brokerstar was previously known as 'D&T Hub' and operates a related sub-brand, SystemsDNA, which positions the firm as a strategic technology partner for digital transformation. No funding history, headcount data, revenue figures, or named customer logos are publicly disclosed.

Name

Brokerstar

Legal name

Brokerstar

Website

https://brokerstar.co.uk

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Brokerstar is a privately-held UK software firm providing a modular SaaS suite of nine modules — including CRM, CPQ, marketing automation, and customer portal — that integrates with insurance brokers' existing Policy Administration Systems to enable digitisation without disrupting core operations.

Ownership category

akta.pro rank

Product category

Insurance Broker Software

NAICS

Insurance Agencies and Brokerages (52421), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Insurtech-Enabled Brokerage (Digital Brokers & Aggregators) (FSAEADAN)

Keywords

• Insurance broker software
• Policy administration integration
• Insurance CRM platform
• Marketing automation insurance
• Comparative rating software

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Software Licensing/Subscription: Brokerstar operates as a SaaS/software platform for insurance brokers. The company offers a modular software suite where brokers select and implement modules based on their needs. Pricing appears to be quote-based with a demo and registration process indicating a consultative sales approach.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Brokerstar provides a modular software suite purpose-built for UK insurance brokers, comprising nine integrated modules — Marketing Automation, CRM, Custom Questionsets (built using an in-house Design Studio), Automated Niche Rates (CPQ), Sales Process, PAS Integration, MI Analysis, Customer Converse, and Customer Portal. Each module can be deployed independently or combined with other modules and the broker's existing Policy Administration System, enabling incremental digitisation without replacing core infrastructure.

Product overview

Brokerstar is a modular software suite (platform-plus-modules architecture) designed specifically for UK insurance brokers. The core Brokerstar Platform provides shared infrastructure and configuration management, augmented by nine integrated modules: Marketing Automation, CRM, Custom Questionsets, Automated Niche Rates, Sales Process, PAS Integration, MI Analysis, Customer Converse, and Customer Portal. Each module can be used independently or dovetailed seamlessly with other star modules and Policy Administration Systems to enable digitisation without disrupting existing operations.

Differentiator

Problem solved

Functional benefit

Brands

• SystemsDNA: A technology partner approach to guide businesses through digital transformation, forming strategic partnerships with clients.

Products and services

• Brokerstar Platform The overarching modular software suite for UK insurance brokers, providing shared infrastructure and configuration management that underpins nine independently deployable modules.
• Marketing Automation Email marketing automation module that enables structured communication flows to prospects and clients at the right time, with result tracking and integration with customer journeys.
• CRM Customer Relationship Management module for collating inbound leads, managing lead lifecycles, tracking multi-stage conversion ratios, and automating touchpoints via calls, email, SMS, and WhatsApp; uses ML to predict conversion likelihood and lead value.
• Custom Questionsets Configurable customer journey module for risk capture, enabling multi-step questionsets with custom branding, validation rules, and white-labelling, built using the in-house Design Studio tool.
• Automated Niche Rates CPQ (Configure, Price, Quote) module providing digital quoting, comparative rating, automated workflow, and rapid quote generation for niche insurance rates, approximately 10 times faster than manual processes.
• Sales Process Workflow framework module that tracks policy and customer onboarding progress, issues exception processes, and monitors cases through configurable workflow states routed to appropriate roles.
• PAS Integration Integration module enabling synchronisation between Brokerstar and existing Policy Administration Systems, covering inbound policy data, task/diary sync, customer portal reflection, and financial data collation.
• MI Analysis Management Information and KPI reporting module providing role-based dashboards, team performance metrics, lead source analysis, conversion ratios, and activity auditing capabilities.
• Customer Converse Communication workflow module that tracks activity completion and routes processes through template-based flows, enabling structured data exchanges with customers via their preferred contact method and self-service mechanisms.
• Customer Portal Self-service 24/7 client portal enabling customers to view and manage quotes, policies, documents, and requests; also supports cross-selling, automated notifications, and regulatory updates.

Quantifiable outcome

• 10x faster quote and variant generation for niche rates

Segments1 record

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability1 record

Feature8 records

Emerging players

• Plumb: Insurance broker CRM and pipeline management platform. Comparable as a modern, broker-specific CRM that overlaps with Brokerstar's CRM and lead conversion modules.

Direct peers

• Zywave: Insurance technology provider focused on brokers and agencies with content, analytics, and sales tools. Comparable in selling workflow and growth modules that bolt on to a broker's existing PAS, similar to Brokerstar's module-based model.
• SSP (Allianz): UK-based insurance broker software vendor (now part of Allianz) providing core broker platforms. Direct UK competitor with comparable broker persona and overlapping product surface.
• Open GI: UK-based insurance software vendor serving brokers, MGAs, and insurers with core PAS and ancillary modules. Most direct UK competitor to Brokerstar, targeting the same broker segment with overlapping module sets.
• Vertafore: Major US insurance agency management and broker software vendor (AMS360, Sagitta, Netrate). Comparable in offering agency management, CRM, and workflow tools to the same broker persona.
• CDL Group: Long-established UK insurance broker software vendor (CDL-AMS, INSIS, Chorus) offering policy administration and broker workflow. Comparable as a UK-centric PAS-adjacent suite that Brokerstar must integrate with or compete against.
• Applied Systems: The largest North American insurance agency management software vendor, providing Epic, TAM, and Applied Epic as core PAS-adjacent suites. Directly comparable as an end-to-end insurance broker platform competing for the same digitisation budget.
• Insurity: Insurance software platform for carriers, MGAs, and brokers offering policy administration, claims, and analytics. Comparable as a vertically integrated insurtech suite competing for the same digitisation wallet.

Broad incumbents

• HubSpot: General-purpose CRM and marketing automation platform widely used by SMEs. Comparable as the broad incumbent competing directly with Brokerstar's Marketing Automation and CRM modules for the same broker marketing budget.
• Salesforce: General-purpose CRM and platform with a Financial Services Cloud offering for insurance. Comparable as the broad incumbent that brokers may choose over Brokerstar's CRM and marketing automation modules.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/brokerstarsystems

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brokerstar