Definitive CRM Systems for evolved Irish and UK Insurance Brokers
Axion Insure is insurance broker management software purpose-built for intermediaries regulated by the Central Bank of Ireland and the UK Financial Conduct Authority. From lead capture through to policy lifecycle management, every workflow is designed with regulatory compliance at its core — not bolted on as an afterthought.
Join the Waiting List →Most CRMs are generic tools retrofitted for insurance. Axion Insure is an insurance management system for brokers — designed from day one around the regulatory reality of Irish and UK insurance distribution.
A 10-step regulated workflow from lead capture to policy bind. Compliance checks, CRO verification, sanctions screening, and manager approvals embedded directly into your insurance sales pipeline.
47-item interactive compliance checklist covering the Brokers Ireland framework. Consumer Protection Code, Minimum Competency Code, Fitness & Probity, AML/CTF, DORA — tracked and auditable in one place.
AI assists with sanctions screening and document analysis — but every decision requires human oversight. Full audit trail on every record. No black-box underwriting. EU AI Act ready from August 2026.
One-click sanctions and PEP screening against international databases. CRO.ie integration for Irish company verification, Companies House for UK entities. GDPR data subject access request and right-to-erasure workflows built in.
Microsoft Single Sign-On, Outlook email sync, calendar integration, SharePoint document management, and email signature management. Your broker back-office, natively connected to Microsoft 365.
All CRM data stored exclusively within the EU. Encrypted at rest and in transit. GDPR, UK GDPR, and DORA compliant by design. Data subject rights, consent management, and breach notification workflows included.
Axion Insure structures the entire insurance distribution lifecycle into compliant stages that satisfy IDD demands-and-needs requirements and FCA Consumer Duty obligations.
Multi-channel lead ingestion with automatic data validation. BANT qualification scoring. Client suitability assessment linked to demands and needs. IPID document tracking.
Automated sanctions screening, company verification via CRO.ie and Companies House, PEP checks, and AML assessment. This is a blocker stage — the pipeline cannot advance until all checks pass.
Multi-insurer quote comparison, carrier integration, bordereaux-ready data formatting. Product oversight and governance tracking per EIOPA guidelines.
Automated renewal cycle creation, days-to-expiry tracking, retention probability scoring, renewal forecast by month, and at-risk renewal alerts. Renewal retention tools that protect your book of business.
Claim notification and tracking, loss adjuster assignment, reserve and settlement tracking, claim-to-policy linking. Full claims lifecycle within the same platform as your policies.
Producer performance analytics, commission breakdown, loss ratio analysis, renewal pipeline forecast, and client profitability grades. Real-time KPI dashboards, not exported spreadsheets.
The regulatory environment facing Irish and UK insurance brokers has changed more in the last three years than in the previous thirty. Your CRM hasn't kept up.
GDPR. DORA. IDD. FCA Consumer Duty. CBI Consumer Protection Code 2025. NIS2. The EU AI Act. Solvency II. Each one creates specific obligations for how your CRM stores, processes, and protects client data. A single non-compliance event can trigger fines of up to 7% of global turnover under the EU AI Act, or €7 million under NIS2. Generic CRMs are not designed to manage this. Axion Insure is.
When DORA became directly applicable to Irish insurance intermediaries, your CRM became an ICT system subject to formal risk management governance. That means ICT third-party provider registers, incident classification and reporting, resilience testing, and board-approved risk management frameworks. If your current CRM vendor cannot demonstrate DORA alignment, you are carrying that risk on your own balance sheet.
Any CRM that uses AI for lead scoring, client profiling, or underwriting assistance will need to demonstrate risk-mitigation controls, auditability at case level, and mandatory human oversight. Fines for serious violations can reach 7% of global annual turnover. Axion Insure has been built with AI governance from day one — not as a retrofit when the deadline hits.
Where your client data physically resides determines which data protection regime applies, which breach notification timelines you must meet, and which regulators have jurisdiction. Axion Insure stores all data within the EU, encrypted at rest and in transit, with GDPR-compliant data subject rights workflows built into the platform.
Axion Insure is not a generic platform with an insurance plugin. It is not a contact manager with a compliance wrapper. It is an insurance intermediary software platform built from the ground up for regulated insurance distribution in Ireland, the UK, and the EU.
Every data model, workflow, and validation rule is designed for insurance. Policy lifecycle, premium finance, general insurance, life assurance, surety bonds — all native, not afterthoughts. The system speaks your language because it was designed by people who understand the broker market.
GDPR, DORA, IDD, FCA Consumer Duty, CBI Consumer Protection Code — compliance is embedded into the data model. You cannot skip a compliance check, because the system won't let you. When the regulator asks for evidence, the evidence already exists.
SaaS platform with EU data residency, encrypted at rest and in transit. No on-premise servers. No IT department required. Accessible from any device with Microsoft Single Sign-On. Your broker back-office, available from anywhere.
Client profitability grading, renewal retention scoring, loss ratio analysis, and producer performance analytics. Stop reacting to your pipeline and start shaping it. Identify cross-sell and upsell opportunities before your competitors do.