Built in the cloud and designed for scale, INSIGHT gives brokers a single view of their clients and an instant view of their business at any time. It's accessible from anywhere and designed as an open platform to enable connectivity to other business applications if required using open architecture. With API connectivity, it integrates effortlessly with third-party tools and systems your brokerage already relies on. This means less duplication, and more time spent on what matters.
From comprehensive policy management (including overseas placements) to full trust account functionality, INSIGHT supports the entire broking lifecycle with precision and ease.
Security and compliance are baked in, not bolted on. INSIGHT offers highly configurable access controls, built-in statutory compliance, and robust reporting tools - standard and custom - so you can stay ahead of regulatory requirements while keeping your data safe. And with seamless integration into SCTP, Sunrise, premium funding, and Macquarie Bank DEFT, INSIGHT connects your brokerage to the broader Steadfast ecosystem like never before.
But INSIGHT doesn’t just help you run your business; it helps you grow it. Our Business Performance Dashboards give you real-time visibility into key metrics, helping you make smarter decisions faster. Whether you're a principal looking to track profitability or a broker managing client relationships, INSIGHT delivers the insights you need to lead with confidence.
We’re transitioning from INSIGHT to Steadfast Apps to deliver an even better, more connected broker experience. Click here to learn more.
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