MSP Insurance by MSP Dynamics
Insurance broker management platform • Modern, secure, connected

Run your brokerage from one connected platform.

MSP Insurance brings clients, quotes, policies, renewals, claims, documents, commission and compliance into one secure operational workspace — replacing the spreadsheets, email trails and shared folders that slow broker teams down.

Request a demo See the platform
Client 360One controlled customer view
Renewal controlQueues, reminders and follow-up
Claims visibilityLifecycle and status at a glance
Migration StudioBring books across from Excel

MSP Insurance Dashboard

MSP Insurance dashboard preview
Client Quote Policy Service Request Renewal Claim Commission Compliance
Product preview

Show prospects how MSP Insurance will actually look.

A modern, clean operational workspace for broker teams — designed to make daily work clearer, faster and easier to manage. No skewed layouts, no vague concepts, just a straight product presentation.

Dashboard

Broker workspace overview

Give brokers and managers one place to see renewals due, active claims, open tasks, client activity and operational exceptions.

Home / Dashboard

Broker workspace dashboard
Client 360

Full client view

See the complete client profile, policies, claims, documents, interactions and tasks in one controlled workspace.

Client 360

Client 360 screen
Policies

Policy management

Capture covers, dates, premiums, endorsements and policy history in a structured, traceable record.

Policy workspace

Policy management screen
Renewals

Renewal work queue

Track upcoming renewals, follow-ups, outcomes and exceptions with a clear servicing workflow.

Renewals

Renewals workspace
Claims

Claims management

Manage the claim lifecycle, documents, updates and financial values from first notice to closure.

Claims

Claims management screen
Migration Studio

Bring your existing book across

Import XLSX and CSV files using mappings, validation, duplicate checking and row-level traceability.

Migration Studio

Migration Studio screen
Why change

Move from manual brokerage operations to a structured platform.

MSP Insurance is designed for brokerages that need more control, better visibility and less operational dependence on spreadsheets, inboxes and individual memory.

Typical today

Excel + email + folders

  • Client data spread across multiple places
  • Renewals driven by diary reminders and memory
  • Policy changes buried in emails
  • Claims follow-up hard to track
  • Manual reporting and weak visibility
With MSP Insurance

One connected broker workspace

  • Client 360 with policies, claims and documents
  • Structured renewal queues and follow-up
  • Clear policy servicing and transaction history
  • Claims lifecycle tracked end to end
  • Dashboards, exceptions and management reporting
Everything in one place

The daily tools your team needs, in one platform.

MSP Insurance is designed around the everyday broker lifecycle: find the client, place business, service the policy, manage renewals and claims, keep documents organised and surface exceptions before they become problems.

01

Dashboard

Work queues, renewals due, active claims, document issues, compliance items and commission exceptions.

02

Clients / Client 360

A controlled client view across relationships, policies, claims, documents, tasks and communications.

03

Quotes

Capture quote requests, insurer options, recommendations and the client’s final decision.

04

Policies

Manage policy identity, risks, covers, excesses, transactions and effective-dated policy versions.

05

Service Requests

Handle endorsements and mid-term policy changes through a structured, trackable process.

06

Renewals

Run a renewal pipeline with work queues, reminders, activities, follow-up and outcomes.

07

Claims

Track the claim lifecycle, supporting documents, follow-up activity and closure in one shared workspace.

08

Documents

Upload, classify, retrieve and manage business documents with structured metadata and controlled storage.

09

Tasks

Personal and team work queues keep important actions visible and owned.

10

Commission

Import commission statements, match expected versus actual values and work through reconciliation exceptions.

11

Compliance

Capture advice records, requirements, complaints and representative evidence in a controlled process.

12

Reports

Give managers current operational insight into workload, exceptions, progress and performance.

Migration Studio

Move your existing book out of Excel without turning migration into a separate IT project.

Migration Studio is designed as a reusable product feature for importing existing XLSX and CSV books into structured broker data with validation, duplicate checks and traceability.

Discuss your migration
1

Upload

Load XLSX or CSV files with worksheet and header detection.

2

Map

Use suggested field mappings and reusable mapping profiles for recurring source formats.

3

Validate

Check required fields, data types, choices and probable duplicate records before commit.

4

Import with traceability

Preview first, then import with row-level success/failure logs and a batch identifier.

Microsoft cloud foundation

Built for secure, controlled and upgradeable deployment.

The product uses Microsoft Power Platform as the foundation and is designed so each brokerage can operate in its own isolated production environment.

Customer isolation

Your operational insurance data stays in your brokerage environment.

Each live brokerage is designed to receive a dedicated production environment. Customer-specific configuration and extensions are kept separate from the reusable product core.

Dedicated environmentManaged releasesRole-based access
Data

Microsoft Dataverse

Structured insurance data, relationships, auditability and business logic in a controlled system of record.

Workspace

Power Pages

A responsive operational workspace for broker teams with controlled access to the records they need.

Automation

Power Automate

Renewals, reminders, notifications, approvals and integration workflows without relying on manual follow-up.

Documents

SharePoint

Large documents can be stored in an approved document repository while Dataverse retains structured metadata and links.

International deployments: local regulatory, compliance, retention and insurance-process requirements are validated and configured during implementation for the target market.

How onboarding works

From your current spreadsheet book to a managed broker platform.

The implementation model is designed to be repeatable while still allowing brokerage-specific configuration and controlled extensions.

01

Discover

Review your current book, workflows, roles, insurer/product setup and migration sources.

02

Provision

Create the customer environment, install the managed product and configure identity, branding and connections.

03

Configure

Set brokerage details, staff roles, products, renewal rules, custom fields and required workflows.

04

Migrate

Use Migration Studio to validate and move your existing Excel/CSV data into the platform.

05

Test

Run user acceptance testing across client, policy, servicing, renewal, claim and document workflows.

06

Go live

Release the production workspace and continue with managed upgrades, support and optional extensions.

Pilot conversations now open

Still running key brokerage operations in Excel? Let’s look at what MSP Insurance could replace.

Request a demo
Request a demo

Tell us how your brokerage works today.

Share where your team is based, what you use now, and which parts of the broker lifecycle create the most manual work. We’ll come back to you to discuss fit, pilot options and migration.

Broker management platform demo Excel / CSV migration assessment Renewals and policy servicing Claims, documents and tasks Commission and compliance

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