One dashboard for manual quotes, statement uploads, and surfaced savings
The broker dashboard shows what is processing, what needs review, and where the best surfaced saving is sitting — all in one queue.
Platform Module
Cut quoting time from 60 minutes to 3 minutes per deal — saving ~190 hours/month
The broker platform replaces manual quoting with a structured workflow: upload a merchant statement or enter a deal manually, review provider comparisons and surfaced savings, and produce proposal-ready output. A 20-rep ISO team typically saves 190 hours and £4,750 every month.
Manual quoting wastes ~57 minutes per deal in rework and tool-switching
Reps rebuild the same merchant context in spreadsheets, switch between tools for pricing, and produce proposals by hand. The platform eliminates those steps.
20 reps × 10 deals × 57 min saved = 190 hours/month and £4,750/month
Use the calculator to model your own rep count, deal volume, and hourly rate. The default inputs show 190 hours/month and £57,000/year in savings.
Reps get instant answers on providers and products while the deal is live
The AI knowledge module gives reps source-backed answers without waiting for a senior person. Saves ~133 hrs/month separately across the team.
Manual + statement-led
Surfaced saving
How It Works
From merchant statement to proposal output in 4 steps
01
Open the queue and see what needs action right now
The broker dashboard separates manual quotes from statement-led quotes, shows what is processing and review-ready, and highlights where the best surfaced savings are sitting.
02
Upload a statement or enter the deal manually
A rep uploads a merchant statement PDF and the platform extracts and structures the data, or creates a manual quote from scratch. Either way, the deal enters the queue.
03
Review provider comparisons and surfaced savings
The platform compares providers, surfaces the best savings opportunity, and keeps everything close to the quote — no rebuilding the deal in a separate spreadsheet.
04
Produce proposal-ready output and hand off cleanly
Results and proposal output stay connected to the quote. The transition from pricing to merchant-facing material is consistent and traceable.
Queue visibility
Proposal handoff
The Savings
What the broker calculator models with default inputs
~190 hours/month saved in quoting time
20 reps × 10 deals × 57 minutes saved = 190 hours of team capacity recovered every month. Plug in your own numbers to see your saving.
~£4,750/month (£57,000/year) in cost savings
At £25/hour, the recovered time translates to £4,750/month. The calculator also models FTE capacity unlocked and potential GP upside from faster quoting.
Calculate your broker savingsBetter proposal consistency
A repeatable output process means every proposal meets the same standard. Less rework, fewer errors, and more confidence in what goes to the merchant.
Surfaced savings on every quote
The platform keeps the best surfaced saving visible on live quote records so reps and managers can prioritise the most valuable opportunities.
Who Benefits
The savings land across field sales, desk teams, and leadership
Field sales
Get from pricing request to merchant-ready proposal in minutes instead of hours, without relying on ad hoc spreadsheets.
Desk-based pricing teams
A structured queue replaces ad hoc work for statement review, merchant matching, and provider comparison.
Leadership
See how much work is in the queue, where rep time is being spent, and where capacity can be unlocked — with real numbers from the calculator.
Calculate your broker savings, then see the workflow live
Use the calculator with your own rep count and deal volume. Then book a walkthrough to see the queue, statement flow, review states, and results view.