Insurance

Give every broker and partner referral a clear path from introduction to outcome.

Trusted by teams building partner-led growth

How insurance teams grow through partners

Insurance companies receive opportunities from brokers, agents, advisers, affinity partners, and other commercial relationships.

Use product-specific intake to collect complete policy and customer requirements.

Route opportunities from associations and embedded partners through the right process.

Keep trusted advisers informed from quotation through final policy outcome.

Lead information varies between partners, opportunities enter through different channels, and partners repeatedly ask for status.

Connected partner ecosystem

Broker

Insurance team

Customer referral

Create a consistent broker journey from product-specific intake and routing to status visibility and channel performance.

Collect the right fields for each product, market, or broker.

Send opportunities to the correct team using consistent rules.

Share selected progress without repeated status emails.

Measure outcomes and rewards by broker and channel.

More consistent lead information, faster response times, and fewer manual status updates.

Higher-quality submissions at first handover

Less manual broker follow-up

Performance visibility by product and channel

Can each broker use a different lead form?

Yes. Forms and required properties can reflect the broker, product, market, or program.

Can referrals be sent to our CRM?

Yes. Keen can connect referral intake and status updates with your CRM workflow.

Can brokers follow their own cases?

Yes. Brokers can see their own referrals and the statuses you choose to share.

Can commissions be automated?

Reward rules can use partner, opportunity, and outcome data to make calculation and tracking repeatable.

Book a focused walkthrough built around your partner motion, systems, and goals.