For Insurance Brokers

Integrated Business and Compliance Management Modules

We have developed a number of “Out of the Box” solutions to assist AFS Licensees manage the business which also support and automate compliance activities.

Whilst these are preconfigured, they can be completely customised to your needs as we understand everyone has some unique needs.

We use your existing Microsoft 365 licenses, releasing the potential of your existing spend and saving you money.

Automation

Automation reduces manual tasks, minimizes errors, and ensures critical compliance activities are handled seamlessly, improving efficiency and reducing risk.

Enhanced Reporting Capabilities

Our advanced reporting tools provide real-time insights into business and compliance metrics, enabling data-driven decision-making and continuous improvement.

Intranet for Centralised Communication

Utilising your Microsoft 365 licenses, our intranet solution centralizes communication and document sharing, streamlining collaboration and ensuring alignment across teams.

Automation

Renewal Task Automation
Claims Management
Debtors Email and SMS
Folder Creation
BoTs
Tailored Automations
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Registers

Complaints Register
Breach Register
Risk Registers
Monthly PI Dec
Training Registers
Document Managament
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Intranet

Policy and Procedures
Staff Forms
Staff and Company Announcements
Assistance in Documentation
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Reporting

Financial Performance
Compliance Data
Team Results
Authorised Rep Performance
Processing Activity
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What Our Clients Say About Us

Initialism Pty Ltd

Blue Sprout took the time to understand the complexities of our business and the drivers behind our needs, and collaborated with us, clearly explaining the merits of various approaches and solutions they identified. We found Blue Sprout to be highly responsive and pragmatic throughout the project, aligning their delivery and engagement to our competing business demands. As a result, Blue Sprout surpassed our expectations in delivering sustainable outcomes that will support us in providing increased value to our clients and growing our business.

Tudor Insurance Australia

Mark took the task of modernising our current procedures and systems and made what we believed would be a very complex and drawn out task an extremely simple process. The end result is a user friendly, easy to follow online library of our processes, policies and procedures. Mark also assisted us with a PowerBI solution that has taken the time and effort out of our monthly reporting process to the simple click of a button. We couldn’t be happier with all of the work completed by Blue Sprout to date and we are excited to continue this partnership into the future. We would highly recommend the services of Blue Sprout.

Insurance By Design

Blue Sprout provided a practical and affordable solution to our problem. They helped unlock the potential we could see in Microsoft 365. Looking forward to doing more with Mark and the team

Restaurant and Catering

Blue Sprout were understanding of our needs and were able to complete the implementation in a timely manner. They were responsive and were able to adapt the implementation to meet our requirements. We would be happy to recommend Blue Sprout.

GSI Professional Services

Mark at Blue sprout was a pleasure to work with, understood our needs and delivered an excellent result on time and on budget, we look forward to working with Mark into the future, and would highly recommend Mark and Blue Sprout.

Baptist Insurance Services Ltd

Having unsuccessfully tried to unlock the working power of Microsoft 365, we appointed Mark and the Blue Sprout team to assist us with this project. Finally, we have found a team who understands our needs and have implemented processes to totally handle our business requirements. Their service is outstanding and response times amazingly quick. We look forward to a long association with Blue Sprout.

ASTN

Microsoft CRM was implemented in an efficient, effective and inside budget and our timeframes thanks to Blue Sprout. This was the smoothest technology implementation I have been involved in, over 20 years in business, and I highly recommend Blue Sprout.

Ovens Valley Insurance Brokers

We are really loving the assistant. It’s definitely assisted a great deal with our schedule formatting.

BAC Insurance Brokers

Blue Sprout delivered Power BI reports with minimal fuss. Mark’s strong understanding of the Insurance Industry was evident and the solution meets our needs.

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