Insurance Brokers and Financial Advisers-
Increase client profitability with Timebox.
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“Being able to differentiate in an industry which is becoming more and more commoditised is a constant struggle. But by putting a value on your organisations time, your staff’s productivity and articulating this to clients has been a help to us any many occasions. From justified charges, evidencing effort to streamlining internal systems, Timebox has been a very worthy additional to our tool box !”Julian Shawcross
“Before Timebox we at Noyce Insurance Solutions were unable to identify the costs of handling individual accounts. We have now been using the software for a few years which has enabled us to put a value on our organisations time, our staff’s productivity and articulating this to clients which has enabled us to justify charges, particularly where handling costs have exceeded commission earnings. It has really helped us identify the unprofitable and indeed the profitable business. It is now intrinsic part of our business, allowing us to fully understand our profit lines and give greater control of the route to achieving our target margins. Timebox has an ease of use for us, meaning that staff have greater buy-in to the functionality and benefits. More and more of our clients have been appreciative of us being able to produce meaningful data and reports to help them understand how we are managing their accounts. Being able to produce time/cost management information has resulted in increased earnings from some customers, especially in cases where negotiations could otherwise have been very difficult.”Tom Noyce
Client RetentionTimebox will change your client retention forever. Help Clients appreciate the expertise and effort of your back office Team.
Staff UtilisationTimebox will help you and your staff manage their time more efficiently – focussing on the right activities for their role.
CommunicationTimebox gives you the information you need to communicate openly with Clients and Staff to help drive you business forward.
GrowthTimebox sets you apart as a professional Broker who understands that you can only manage what you measure. Welcome to Growth.
Timebox is fully integrated with Acturis to allow all your client and income information to automatically sync with Timebox.
Open GI Integration
Open Systems Integration
Account Management & the Timebox Dashboard
The Timebox Dashboard is just one example of how we work with our clients to develop enhancements and solutions to Timebox and ClaimControl. We worked with Richard Bartlett to put together a dashboard that would help users and account executives track they way in which they service clients; helping to improve the efficiency and the profitability of the business. This Dashboard is now available to all Timebox Brokers, contact us if you’d like to see a demonstration. This enhancement through the collective knowledge of our clients ensures Timebox will always respond to the changing needs of your business.