Frequently asked questions.
Need a hand?
What is Multisure Connect?
A CRM for South African insurance brokers, combining client management, multi-underwriter quoting, email, WhatsApp, and a Kanban pipeline.
How does multi-underwriter quoting work?
Capture client and risk details once, choose your available underwriters, and submit to them together. Review returned quotes in one place.
Which insurers can I work with?
Choice’s insurer panel includes Hollard, Old Mutual Insure, Santam, King Price, Bryte, MiWay, Absa, and dotsure.co.za. We’ll confirm the connections and products available to your brokerage during your demo.
Is this for brokers or insurance customers?
For brokers. Multisure Connect provides the software; your brokerage provides the advice.
Is it right for my brokerage?
Book a demo to walk through your workflow, insurer panel, onboarding, and pricing with us.
What can the AI do?
Extract details from documents, flag quote differences, summarise conversations, and draft follow-ups. Your pipeline agent can create tasks and update deal stages with your approval. You stay responsible for reviewing cover and advising clients.
Can I connect my own AI agent?
Yes. Multisure supports MCP (Model Context Protocol), so you can connect your own AI agent. We can walk through the setup in your demo.