HubSpot for Insurance Brokers & MGAs.

Insurance businesses run on relationships, renewals, and regulated communications — and most generic CRMs make all three harder. Unmatched configures HubSpot specifically for insurance brokers, MGAs, and underwriters, with FCA-aware workflows, policy renewal automation, and producer compensation tracking built in.

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A CRM that understands brokerage.

Most insurance brokers we meet are running HubSpot like a generic sales CRM — with policies crammed into the deal object, renewals tracked in spreadsheets, and producer commissions calculated by hand. It works, until it doesn't. We've built HubSpot setups for UK insurance firms that model policies properly, automate renewal pipelines, surface cross-sell opportunities, and stay on the right side of FCA conduct requirements. The result is a brokerage that scales without scaling headcount proportionally.

Why insurance firms choose HubSpot with Unmatched.

Policy & Renewal Automation

Renewals never slip through. Multi-stage renewal workflows trigger 90/60/30/14 days before expiry, with chase logic for non-responders and producer alerts for high-value books.

Compliance-Aware Comms

FCA-aligned email templates, audit trails on every customer interaction, conduct risk flags built into the workflow. Compliance becomes part of how HubSpot works, not a bolt-on.

Producer Productivity

Books of business properly modelled. Commission visibility per producer. Pipeline coverage reports that mean something. Brokers and account execs love using it because it makes their jobs easier.

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How Unmatched supports insurance businesses.

HubSpot Implementation

From a blank portal to a brokerage-ready setup — custom objects for Policies, Quotes, and Risks, automated renewal pipelines, producer compensation visibility.

CRM Migration

Moving off or integrating with Acturis, Open GI, Salesforce, or homegrown systems. We migrate and integrate clients, policies, claims history, and producer data into HubSpot with zero loss.

FCA-Aligned Workflow Design

Pre-sale fact finds, demands-and-needs, suitability statements, ongoing servicing — every conduct-touching workflow designed with regulation in mind.

Producer & Pipeline Analytics

Dashboards built for brokerage realities — book value, retention rates, cross-sell penetration, new business pipeline, claims-loss ratios where applicable.

Insurance-Aware Training

HubSpot Certified Trainers who understand brokerage workflows. Producers, account handlers, and underwriters trained on the version of HubSpot they actually use.

Ongoing Managed Services

As your book grows and regulation evolves, we keep your HubSpot setup aligned. Quarterly reviews, ongoing optimisation, fast turnaround on regulatory changes.

A UK-based team that gets insurance.

We've worked with UK insurance brokers, MGAs, and specialist underwriters across motor, commercial, professional indemnity, and niche lines. We know the vocabulary, the regulatory framework, and the operational quirks of the industry. You won't spend the first six weeks teaching us what a chain of risk or a slip is. We're already there.

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Success Stories

See how we’ve helped businesses transform their marketing, sales and CRM through HubSpot.

The Conexus Group needed a partner to unify their platforms in order to streamline reporting and improve overall efficiency. Our team created 8 custom pipelines, custom workflows to better track internal referrals, and reporting solutions to better track user interactions.

CRM & Systems

CRM

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The DPO Centre transitioned from their legacy deal setup to the new Leads and Deal Pipeline with proactive recommendation from Unmatched. Resulting in enhanced lead accuracy and tracking, and streamlined sales insight reporting.

Lead Pipeline Implementation

Sales Implementation

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Peldon Rose were in need of a partner to streamline their marketing efforts in HubSpot. Unmatched devised a structured onboarding plan to allow for effective lead nurturing and data visibility.

Marketing & Automations

Email Marketing

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The Møller Institute came to us for a sales onboarding, they required optimisation of their existing HubSpot portal for better operational efficiencies and sales outcomes. We delivered a tailored sales onboarding, optimising sales process, automations, custom pipelines and delivered in-depth training.

CRM & Sales

Sales Onboarding

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Hattons needed to develop a complex system involving various software and organisations. Unmatched were enlisted to design and build this, with HubSpot as a central depository. The result is an optimised system which automates data handling and communications.

Systems & Automation

CRM

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Ready to make HubSpot work for insurance?

Book a no-obligation 30-minute call. We'll talk through your brokerage, your current systems, and what a proper insurance HubSpot setup would look like.