The platform, which goes live on 24 November 2025, is designed to streamline referrals, improve transparency and reduce administration for mortgage advisers and intermediary partners across the UK.
Key features of the portal include the ability to submit referrals in under a minute, live case tracking, milestone notifications, automated communications, renewal workflows, secure document upload and an escalation process for non-standard cases.
Brian Coulton, business development director at First2Protect, said: "The launch of our Broker Portal represents a major step forward in our mission to make general insurance easier and more transparent for advisers. Brokers told us they wanted real-time visibility, simplicity and confidence in the process, and that’s exactly what we have delivered. This technology gives advisers genuine control over the referral journey while enabling them to protect more clients, increase penetration and grow recurring income - all without additional administrative burden."
The project was developed with input from pilot advisory firms, networks and insurers to ensure the platform reflects operational needs. It supports both advised referral and e-trade journeys.
Hannah Crompton, personal lines product manager at Acturis, said: "We are pleased to support First2Protect with a solution that demonstrates how intelligent automation and integrated workflows can transform personal lines distribution. This is a strong example of technology delivering meaningful efficiencies and commercial opportunities for brokers at scale."
