Insurance Brokers

Right-sized risk management for insurance brokers

Move beyond spreadsheet registers with a practical platform built for lean risk teams and distributed business owners.

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Initia Risk software for Insurance Brokers

Common challenges

Where risk processes break down

  • Risk ownership spread across business units, products and acquisitions
  • Controls and evidence reviewed through email and spreadsheets
  • Disproportionate administration for lean second-line teams

With Initia Risk

A clearer, connected risk picture

  • Give first-line owners clear, guided risk and control workflows
  • Track actions, evidence and review status across the organisation
  • Create a consolidated risk view without manual data collection

One connected platform

Built for the risk work your teams already do

Start with the modules you need, configure them around your framework and give every owner a simpler way to participate.

Risk and control assessments

Guide first-line teams through consistent assessments, evidence collection and action tracking.

Controls and assurance

Connect controls to risks, owners, tests and evidence so assurance is visible and defensible.

Board-ready reporting

Turn live risk data into dashboards and committee reporting without manual consolidation.

Common priorities

Configure the platform around your environment

FCA expectations and SM&CRConsumer DutyAcquisition and integration risk

Book a demo.

An exploratory call to discuss what works and what doesn't, what's still done on Excel, and what you're looking for in a tool.

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Initia Risk
As a professional risk manager with over 16 years' experience, I have seen many systems over the years. Initia Risk is without doubt one of the most user-friendly and intuitive platforms I have encountered.
Elaine Atkinson · Risk Manager