Offshore Insurance Broking Support Built Around Your Book
We help Australian insurance brokers build dedicated offshore teams for policy management, client servicing and claims — supported by compliance-aware onboarding and day-to-day performance oversight.
Why Brokers Choose Intogreat for Broking Support
We’re not a general BPO. Every broking hire is sourced, tested and onboarded specifically for Australian insurance workflows.
Insurance-Trained Talent
Candidates are screened for broking-specific experience policy wordings, COI/COC issuance, renewals and claims before they ever meet your team.
Delivery Built to Perform
Role definitions, KPIs and onboarding rhythms are mapped to your existing processes and systems, so your offshore team works your way from day one.
Compliance-Aware Oversight
Dedicated team leaders provide coaching, quality checks and reporting, so you retain full visibility over how outsourced functions are performed.
A Smarter Way to Support Your Broking Book
Insurance broking outsourcing means delegating policy management, client communication and broking-support tasks to a dedicated offshore professional, without handing over control of your process, your systems or your client relationships.
Rather than a transactional staffing fill, Intogreat builds broking support roles around your existing workflows so quoting, renewals, endorsements and claims setup are handled to your standard, under your oversight.
What Stays With Your Brokers and What Moves Offshore
Client advice, regulated decisions under your AFSL, placement strategy, complex claims conversations and final sign off stay with your authorised representatives in Australia. Everything that supports those activities, from policy administration and renewal preparation to certificates, claims documentation, insurer follow ups and CRM updates, can move to your offshore broking team.
Kept clear, this split lets the offshore team create real capacity while your brokers remain accountable for advice and client outcomes, which is exactly what ASIC and your PI insurer expect.
Client satisfaction score
Average cost reduction vs. local hiring
Typical hire to onboard turnaround
How We Build Your Offshore Insurance Broking Team
The same proven model we use across all our offshore staffing solutions, applied to insurance broking, so you always know what happens next.
Business Alignment
We learn your processes, culture, and the exact role you're hiring for.
Talend Selection
We source and screen from our vetted Filipino talent network.
Onboarding & Integration
We embed your systems, tools, and culture.
Growth & Support
We manage performance, development, and retention as you scale.
Data Security & Systems
Offshore staff work inside your existing systems under your access controls, supported by ISO/IEC 27001-aligned data handling practices and documented onboarding, so client information stays governed the way you expect.
PI & AFSL Considerations
We understand that as an AFSL holder, you retain responsibility for outsourced functions and your Professional Indemnity cover under the Corporations Act. Our onboarding is built to support — not replace — your existing compliance oversight and reporting obligations.
Example Insurance Broking Team & Roles
Most brokers start with one or two roles, then scale as confidence grows. Here's what a typical offshore broking support team looks like.
Insurance Broker Support
Client servicing, policy advice assistance and day-to-day broking administration.
Account Administrator
Client portfolio management, proposal drafting and debtor management.
Insurance / Policy Processor
Policy issuance, COI/COC preparation and accurate renewal processing.
Claims Processing Support
Claims lodgement, follow-up and status tracking with accuracy KPIs.
Underwriting Support
Risk evaluation assistance and documentation for underwriting decisions.
Don't see the role you need? Talk to us, we tailor roles to your book.
We Invest In Our People So They Can Invest In You.
Retention isn’t luck, it’s the result of real career development, structure, and clear expectations.
The Academy
Structured training that builds technical skills and communication, so your team gets sharper the longer they stay.
Mentorship
Every hire gets a dedicated team leader for coaching, career guidance, and day-to-day support.
Clear KPIs
We build SMART KPIs with you upfront, so your team knows exactly what success looks like.
The Complete Guide To Offshore Staffing
Everything you need before you hire your first (or fiftieth) offshore team member — costs, timelines, compliance, and the mistakes most businesses make.
- Real cost breakdowns
- Compliance essentials
- Onboarding checklist
- Common pitfalls to avoid
Frequently Asked Questions
Questions We Hear The Most
Does outsourcing broking support affect our AFSL obligations?
No — outsourcing tasks does not transfer your regulatory responsibility. Under the Corporations Act, AFSL holders remain accountable for outsourced functions. We structure roles as operational support so your licensed staff retain all advice and compliance decisions.
Do offshore staff need to be covered under our PI insurance?
Offshore broking support staff perform administrative and processing tasks, not licensed advice, so they typically sit outside the scope of your PI policy in the same way local admin staff do. We recommend confirming specifics with your insurer or compliance adviser.
How do you handle data security and client privacy?
Staff work within your existing systems under your access permissions, following ISO-aligned data handling practices, so client information is managed under the same controls you already have in place.
What oversight do we retain over the offshore team?
You set expectations, review performance and manage KPIs directly. Our team leaders provide day-to-day coaching and quality checks, but the team works to your processes and reports to you.
How quickly can we onboard our first broking hire?
Typical turnaround is around three weeks from an approved role brief to an onboarded hire, as demonstrated with Shielded Insurance Brokers.
Build Your Offshore Broking Team With Confidence
Talk to our insurance specialists about the right roles, structure and compliance approach for your brokerage.