Smart Tools For The Modern Adviser
Your expert knowledge and advice is key. Brisk is a platform to help Brokers, Accountants, IFAs and Business Advisers save time and strengthen relationships with clients.
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Grow your digital brand and offer enhanced services to clients
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Increase client engagement
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Streamline company and director checks (KYC/AML)
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Access new revenue streams
Stand-out from the crowd. Join these companies already using Brisk
Mark Bennett
“We are in the Information Age and the ability and insight provided by the company checking feature in Brisk gives us a distinct advantage in the current market place.”
Bryan Banbury
“Help keep meetings focused on the key points of the client’s coverage and risk management needs rather than checking payroll, turnover, alarm protection etc”
Chris Marsh
“Brisk just goes from strength to strength. The ability to get key financial information pushes the functionality to another level. Looking forward to seeing what Brisk can do next!”
Niel Jones
“Brisk provides a valuable technology platform that brings together the tools that a commercial insurance broking firm like ours needs to more effectively manage our own and our clients’ risk”
Features
Company checker
Check new companies, monitor your client portfolio.
Companies House, credit report, Altman SME Z-Score, Cyber health check, Reputation, News, Flood and Crime risk… in one simple check.
KYC checks and Monitoring
Connect to clients
Reduce form-filling and re-keying data. Enable your clients to share data with you so you can stay informed and react to new information.
Client portal
Access protection products
Seamless access to insurance and employee protection products from trusted providers
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