Insurance Brokers and Financial Advisers-

Increase client profitability with Timebox.

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Call 0845 680 0328

Client Testimonials

“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

Managing Director, Peter Hattersley and Partners

“Caunce O’Hara has been using Timebox now for over 5 years.  It has become an 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 customers 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. Our staff now have the habit of referral to Timebox when looking at individual case management.  The staff manage the customers better with the benefit of open and honest information and Caunce O’Hara manage the business better because of that.

Our profession does seem to shy away from maintaining and sharing time/cost management information.  Goodness knows why…..maybe they haven’t found the right tool yet?”  
Stephen Darcy

Managing Director, Caunce O’Hara

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“We introduced Timebox to our business in December 2014 and I am just now starting to see the real benefits of how we can build the information that we derive from Timebox into our business planning. The system provides us with a detailed assessment of time costs at client level. It also provides us with overviews of the business as to how we not only spend our time in relation to delivering our service to clients, but also in terms of deploying our staff to ensure that we are gaining the maximum benefit from the resources that we have at our disposal. From a compliance perspective we are able to identify the time we spend with each client and any oversight thus enabling us to improve our service in order to ensure that we treat all of our customers fairly”. Andrew Gibbons

Managing Director, Mason Owen Financial Services

“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

Managing Director, Noyce Insurance Solutions Limited

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Client Retention

Timebox will change your client retention forever. Help Clients appreciate the expertise and effort of your back office Team.

Staff Utilisation

Timebox will help you and your staff manage their time more efficiently – focussing on the right activities for their role.
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Communication

Timebox gives you the information you need to communicate openly with Clients and Staff to help drive you business forward.

Growth

Timebox sets you apart as a professional Broker who understands that you can only manage what you measure. Welcome to Growth.
Cowens Survival Capability
Finch Insurance Brokers
Bridge Insurance
Acturis Integration with Timebox

Acturis Integration

Timebox is fully integrated with Acturis to allow all your client and income information to automatically sync with Timebox.

Open GI Integration with Timebox

Open GI Integration

Timebox is fully integrated with the Open GI Infocentre module allowing all of your clients and income to automatically transfer from Open GI directly into Timebox.
Timebox Integration with Other Systems

Open Systems Integration

The Timebox web service API allows any policy management supplier to integrate with Timebox.
Bartlett

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.

Track New Business Targets

More effective Time Management

Manage Client Profitability & Negotiations

Interested in finding out More?

If you are interested in finding out more about Timebox then phone us on 0845 680 0328 or click the button below, complete the form and we’ll get in touch.
Contact Timebox