Insurance Distribution Infrastructure

Renewal-Intent Distribution for UK Insurers

Certbox delivers structured, consented insurance quote requests at the exact moment customers approach renewal.

Our platform captures real policy expiry data through secure document storage, allowing insurers to engage customers at peak switching intent.

The Distribution Problem

Why Traditional Lead Channels Underperform

Generic Traffic

Comparison sites generate broad, price-driven traffic with low retention and weak loyalty signals. Insurers pay for volume, not intent.

Poor Timing

Most leads arrive without renewal urgency, reducing conversion efficiency and inflating acquisition costs across the pipeline.

Limited Data Transparency

Insurers lack clarity around consent source, data origin, and renewal timing — making attribution and compliance difficult to demonstrate.

Platform Advantage

The Certbox Advantage

Certbox users upload real insurance documents into a secure AI-powered vault. We extract policy type, provider and expiry date — enabling precise renewal engagement at the moment it matters most.

Rather than buying traffic from aggregators, partners receive structured requests from users with a confirmed, imminent renewal need.

Verified renewal windows tied to real policy expiry dates

Structured, consented data collected at point of document upload

High-intent switching traffic at the optimal decision moment

Reduced wasted quote spend through precision targeting

Transparent attribution tracking with full consent audit trails

Data Flow

01

Document Upload

User stores policy document securely

02

AI Extraction

Policy type, provider & expiry identified

03

Renewal Window

30-day engagement trigger activated

04

Quote Request

Consented data structured for partners

Distribution Mechanics

How Renewal-Intent Distribution Works

01

Policy Stored

User uploads their insurance document securely into their Certbox vault.

02

Expiry Identified

AI extracts policy data, provider, coverage type, and renewal timeline automatically.

03

Renewal Trigger

Timely reminder prompts the user to compare quotes as expiry approaches.

04

Quote Request

Structured data shared with the insurance partner network with explicit user consent.

05

Reporting & Billing

Each quote event is logged, attributed, and billed transparently to the partner.

Market Opportunity

Projected Opportunity (Year 1)

50,000+

Projected Active Users

Year 1 target

150,000–300,000

Annual Quote Opportunities

Across all verticals

3–6

Average Quote Events Per User

Per policy cycle

Initial Vertical Focus

MotorHomeTravelLifeSME

Commercial Structure

Flexible Commercial Models

We support a range of revenue models to align with partner acquisition economics and existing distribution infrastructure.

CPQ

Cost Per Quote

Pay only when a structured, consented quote request is delivered to your systems.

CPL

Cost Per Lead

Billed per qualified lead meeting agreed data completeness and intent criteria.

CPS

Cost Per Sale

Performance-based model billed on verified policy sales attributed to Certbox traffic.

HYB

Hybrid Models

Blended commercial structures available for strategic distribution partners.

Each Partner Receives

Standard partner benefits included across all commercial structures.

Real-time reporting dashboard
Transparent billing and invoicing
Consent and audit log access
API integration with full documentation
Dedicated account management
Webhook configuration for live events

Compliance & Security

Security & Regulatory Standards

Certbox is built with compliance and data protection as core architecture principles, not retrofitted features. Every component of our platform is designed to meet the expectations of regulated financial services partners.

AES-256 encrypted storage at rest and in transit

End-to-end secure data handling across all environments

Role-based access controls with granular permissions

Full audit logging of all data access and processing events

Explicit consent capture with immutable timestamps

GDPR-aligned data retention and processing policies

Data export and deletion controls available on request

We prioritise transparency, regulatory alignment and data integrity across all integrations. Partner-specific DPAs are available upon request.

GDPR Compliant

Data Protection

AES-256

Encryption Standard

Consent-First

Data Collection

Audit Logged

Full Traceability

Consent Audit Log Sample
09:41:12CONSENT_GRANTEDmotor_quote
09:41:13DATA_SHAREDpartner_insurer_a
09:41:14QUOTE_DELIVEREDref:QB-4421

Partner Portal

Partner Reporting Dashboard

Insurance partners receive access to a dedicated portal with full visibility into quote volume, attribution, spend, and compliance — all in real time.

Real-time quote volume tracking
Conversion reporting with attribution detail
Spend and invoice management
Consent audit access and export
API key management and rotation
Webhook configuration for live events
Partner Portal — Insurer Dashboard
Live
Quote Events

2,841

+12% vs last month

Invoiced

£9,659

This billing cycle

Weekly Quote VolumeLast 7 days

API Key

••••••••4f9a

Webhooks

3 active

Partner Onboarding

Interested in Renewal-Intent Distribution?

We are onboarding a limited number of partners for our initial rollout. Early partners receive preferential commercial terms and priority integration support.

All enquiries handled under strict confidentiality. We do not share partner details with third parties.