BROKER PARTNERS LIMITED

What BROKER PARTNERS LIMITED does

Broker Partners Limited is a UK private limited company founded in 2001 by David Salmon and headquartered in Padiham, Lancashire. The company develops BPS (Broker Partners System), a Windows-based insurance broker back-office software suite covering the full broking lifecycle, including client management, policy administration for personal and commercial lines, an integrated accounts package that displaces the need for separate ledger software, document management, Microsoft Outlook email integration, and management reporting compatible with Crystal Reports. A core technical feature is the embedded full-cycle EDI personal lines quoting engine supplied by Applied Systems, which provides real-time motor and household rate retrieval from 25+ UK insurers (Ageas, Allianz, Aviva, AXA, Zurich, etc.), eliminating monthly rate-update work. Modularity is delivered through formal add-on modules (Customisable, Client Management, Policy Management, Document Management, Accounts System, Outlook Integration, Bespoke Development, Management Reports, Website Creation) rather than a multi-product portfolio.

The revenue model is predominantly a per-seat monthly subscription: £240/month for 1-3 users, scaling to £320, £400, and £600/month for 4, 5, and 6-10 users respectively, with custom pricing above 10 users, plus a £220/month EDI personal lines subscription layer and usage fees for postcode and DVLA lookups. Ancillary revenue comes from on-site setup and training (£500 per day per service), custom reports, bespoke development, and website creation. Distribution is direct-only, with no resellers, channel partners, or non-UK presence; prospects enter through the company website, receive a 90-day no-obligation trial with free data conversion, and are handled by a small consultative sales team. The customer base skews toward UK insurance brokers of all sizes, from solo family-run brokerages (Roger Booth & Co) through mid-market firms (Marcus Hearn, aba Insurance Services) to specialist wholesale brokers requiring bespoke configurations. Notably, the company is partly owned by 25 broker-partners who sit on the User Group that shapes product direction, providing community-led governance that is unusual for a software vendor at this scale.

Name

BROKER PARTNERS LIMITED

Legal name

Broker Partners Ltd

Website

https://brokerpartners.co.uk

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Broker Partners Limited develops BPS, a Windows-based integrated back-office software suite for UK insurance brokers, covering client, policy, accounts, document, and FCA compliance workflows, with embedded personal lines quoting via Applied Systems, sold by monthly per-user subscription.

Ownership category

akta.pro rank

Product category

Insurance Broker Software

NAICS

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

SIC

Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Reinsurance Brokerage (FSAEADAE)

Keywords

• Insurance broker software
• Broker management system
• Policy administration software
• Insurance back office
• EDI personal lines quotes

Headquarters

HQ city

Padiham

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Software Subscription (Per User): Recurring subscription fees based on number of users. Tiers: 1-3 users (£240/month), 4 users (£320/month), 5 users (£400/month), 6-10 users (£600/month), 10+ (custom pricing). All exclusive of VAT.
2. Personal Lines Quote Facility: Monthly subscription for online quotes engine at £220 per month with no current user limit. Additional usage-based fees for postcode lookup (£10/user/month) and DVLA lookup (£0.15 per lookup).
3. Professional Services (Training): On-site training at £500 per day. Training at their Lancashire centre provided free for up to 4 users (2 days). Setup services offered remotely at no cost or on-site for £500.
4. Custom Reports: Custom report creation available for a small additional charge beyond standard system reports.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Broker Partners develops and licenses BPS (Broker Partners System), a Windows-based integrated back-office software platform for UK insurance brokers covering the full broking lifecycle — client management, policy administration (commercial and personal lines), accounts, document management, FCA compliance, and management reporting — along with an integrated Full Cycle EDI personal lines quote engine supplied by Applied Systems for motor and household insurance. The company also offers bespoke development services and data conversion support for brokers migrating from competitor systems.

Product overview

BROKER PARTNERS LIMITED offers BPS (Broker Partners System), a single unified core insurance broker software product with modular add-on components. The system provides comprehensive insurance broking functionality including client management, policy administration, accounts processing, document management, and EDI personal lines quoting. All modules are built into the core product with optional bespoke development services for custom requirements. The platform integrates natively with Microsoft Office products (Word, Excel, Outlook) and Crystal Reports for reporting.

Differentiator

Problem solved

Functional benefit

Brands

• BPS: The main software product - Broker Partners System - a comprehensive insurance broking software solution.

Products and services

• Partners (BPS) — Core Insurance Broker System The core comprehensive Windows-based insurance broker back-office system (Broker Partners System / BPS) supporting operations from smallest to largest UK insurance broking offices. Provides full integration with Microsoft Office products, document management, multi-insurer/multi-client facilities, FCA compliance tools, integrated accounts and management reporting.
• On-site Training Service On-site training service provided by Broker Partners at £500 per day at the client's location; training at the Lancashire centre is provided free for up to 4 users (2 days). Helps new and existing broker clients become proficient on BPS.
• Website Creation Service Professional website design service delivered through partnership with a design agency to create company websites and bespoke quote engine websites, with automated data import into the BPS backend management and accounts module. Targeted at insurance broker clients needing an online quote or web presence tied into BPS.
• Bespoke Development Service Custom development services providing bespoke solutions including custom data capture screens, quote screens, data imports, custom websites, and customisation of standard BPS to work within specific broker company procedures. Targeted at specialist, wholesale and niche broker clients whose requirements cannot be met by off-the-shelf broker software.

Quantifiable outcome

• Free data conversion for new clients depending on complexity of import
• +1 more outcomes

Named customers7 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature8 records

Partnerships

One partnership is on record.

• Applied Systems (formerly Insurecom)coreTechnology or IntegrationApplied Systems supplies the full cycle personal lines online quotes engine integrated into BPS. This partnership provides motor (private car, commercial vehicle, motorcycle) and household insurance quotes from their list of UK insurers including Ageas, Allianz, Aviva, AXA, Zurich, and 25+ others. Quotes, acceptances, MTAs and renewals are processed within BPS.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Insurity: US insurance software and analytics provider for P&C carriers and MGAs. Comparable as a broader incumbent offering policy administration and claims software to insurance intermediaries, though larger and US-centric.
• Vertafore: Large US-based insurance software provider serving agencies, carriers, and MGAs. Comparable as a broad incumbent in broker/agency management systems, though US-focused with different regulatory context than BPS's UK niche.
• Guidewire Software: Major P&C insurance platform provider for insurers globally. Comparable as an incumbent insurance-software incumbent, though targeting carriers rather than brokers; adjacent because carrier systems increasingly integrate with broker platforms like BPS.
• Sapiens International: Global insurance software vendor offering core platforms for P&C, life, and reinsurance. Comparable as an incumbent P&C software provider whose broker/MGA-adjacent offerings overlap with BPS's policy administration footprint.

Direct peers

• SSP (Software Services Partners): UK-headquartered insurance software vendor serving brokers, insurers, and MGAs. Comparable as a direct competitor in the UK broker back-office market with overlapping personal-lines quoting and policy administration capabilities.
• Acturis: UK-based SaaS platform for insurance brokers and underwriters. Directly comparable as a cloud-native broker management system targeting UK commercial and personal lines brokerages of similar size to BPS's customer base.
• Applied Systems: Leading insurance broker management software provider in North America and the UK. Comparable because Applied Systems both supplies the personal-lines EDI engine integrated into BPS and directly competes for the same UK broker back-office workload.
• Open GI: UK insurance software platform serving brokers, MGAs, and insurers. Comparable as a UK broker management system with policy administration, accounts, and insurer connectivity functionality overlapping with BPS.

Regional players

• Transactor: UK and Australian insurance broker technology provider offering policy administration and CRM. Comparable as a regional broker-software peer, though operating in different national markets rather than overlapping directly with BPS in the UK.

Others

• Keyloop (previously Keyfactor/Carweb/Dealerweb): Software vendor to automotive retailers and brokers. Adjacent rather than directly comparable; relevant as an example of vertical SaaS consolidation that could eventually attract or replicate BPS's niche broker model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/BrokerPartners
• YouTubeyoutube.com/channel/UCKuZ_iIiv36_x6mTDIYAT0w
• LinkedInlinkedin.com/company/broker-partners-limited

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

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 BROKER PARTNERS LIMITED