Business systems built for Financial Service Providers.
Running a successful brokerage is about far more than writing policies. Every enquiry, document, reminder, renewal, compliance task, and client conversation needs to happen at the right time. When those processes rely on memory, spreadsheets, or disconnected software, growth becomes difficult to manage. Manlou partners with founder-led brokerages to design business systems that support the way your practice operates.
Insurance businesses are unique. New business, renewals, claims, compliance, client servicing, advisers, and administration all depend on information moving accurately through the business.
We spend time with directors, advisers, and administrators to understand how work really happens before making recommendations. The result is a practical operating system that supports your team every day. Our role is not to create compliance documents or provide legal advice. Our role is to build the operational environment around those requirements so your team can work efficiently and confidently.
From enquiry to reporting — one connected flow.
In most brokerages, this flow is broken across spreadsheets, inboxes and separate systems. We design it so information moves through the business without manual entry or lost threads.
Lead Capture
Enquiry arrives via website, referral partner, or marketing campaign.
Client Onboarding
Adviser makes contact. Needs are assessed.
FICA & Compliance
Documents collected. Verification completed.
CRM Record
Client profile, policy and provider captured.
Policy Issued
Cover placed with provider. Commission earned.
Commission Tracking
Upfront and as-earned commission recorded.
Policy Maturity
Renewal dates flagged. Client re-engaged.
Reporting
Leadership sees pipeline, revenue and risk.
Operational systems for a regulated environment.
Lead Management
Capture leads from your website, referral partners, and marketing campaigns. Route them to the right adviser and track progress from enquiry to policy.
Client Onboarding
Create consistent onboarding journeys with document collection, automated reminders, and internal task management.
FICA-Friendly Workflows
Design workflows that support document collection, follow ups, and internal visibility so nothing slips through the cracks.
CRM Configuration
Configure Microsoft, HubSpot, Zoho, or another suitable CRM around the way your brokerage operates.
Reporting Dashboards
Give management clear visibility into leads, pipeline activity, adviser performance, and operational workload.
Commission & Policy Tracking
Build practical dashboards that make it easier to monitor commission statements, policy maturity dates, and operational reporting.
Internal Operations
Create SOPs, process maps, and workflow diagrams so every team member follows a consistent way of working.
Every project begins with discovery.
Discovery
We sit with leadership and key operational staff to understand how your brokerage functions today, identifying duplication, bottlenecks, and opportunities for automation.
Design & Configure
We map improved workflows, recommend technology, configure chosen platforms, and train your team.
Refine
Systems are refined continuously using feedback and operational data.
Software agnostic. One connected environment.
Recommended platforms include Microsoft 365, SharePoint, Teams, Power Automate, HubSpot, Zoho, Google Workspace, WordPress, Power BI, and other specialist business tools. Focus is on creating one connected operational environment.
Microsoft 365
SharePoint · Teams · Power BI · Power Automate
Document management, communication and automation across the Microsoft stack.
HubSpot
CRM · Marketing · Service
Client pipelines, nurture campaigns and servicing in one connected platform.
Zoho
Zoho CRM · Zoho Books · Zoho One
A cost-effective ecosystem for smaller brokerages that need depth without enterprise cost.
An operations partner, not a web design project.
Every recommendation is grounded in understanding people, workflows, leadership, and customer experience. We approach your brokerage as an operations partner rather than a web design project.
Your brokerage already has the expertise
Your systems should support it.
Book a complimentary 30-minute Strategy Session and let’s explore where your operations can become simpler, more connected, and easier to manage.