Software as professional as the advice you give
ConnetikIQ is an operating system for modern insurance brokers — built to put your whole brokerage on one platform, anchored by a finance system that treats client money with the rigour it deserves.
Broking runs on trust. The software should too.
Insurance broking is built on relationships and judgment — yet most brokerages run on a patchwork of disconnected tools, with the most important part of all, the trust account, often living in spreadsheets.
We started ConnetikIQ to fix that: to put policies, claims, renewals and the client relationship on one platform, on top of a genuine double-entry ledger that keeps client and insurer money correct to the cent.
The result is a single source of truth for the whole brokerage — less manual work, fewer reconciliation headaches, and more time for the advice your clients actually pay you for.
“We wanted broking software that balances the books by construction — not by clean-up at month-end.”
The ConnetikIQ principle
The principles we build on
A few convictions that shape every decision in the product.
Broker-obsessed
We build for the daily reality of running a brokerage — not a generic CRM bent to fit insurance.
A real ledger, not an export
Double-entry trust accounting is the foundation of the platform, not a bookkeeping afterthought.
Security as a foundation
Multi-tenant isolation and least-privilege access are designed in, because you hold client money.
Australian-built
AUD, ABA payment files and GST are first-class — built for how broking actually works here.
AI that assists, never overrides
Automation and AI do the busywork; your brokers keep the judgment, with everything reviewable.
One platform, not ten tools
We'd rather connect your whole operation than add one more disconnected system to the stack.
For Australian brokers, by people who know the market
The details that trip up generic software are the ones we got right first — local banking, local tax, local trust-accounting expectations.
Come see what one platform can do
We'd love to show you how ConnetikIQ brings your whole brokerage together — book a walkthrough on your real workflows.