The reading and paperwork behind good broking, done in minutes: every policy compared line by line, every gap explained with a real-life scenario, every claim file complete.
What it does
- Compares two or more policies or quotes side by side: covers, limits, deductibles, exclusions and premium, with clause references
- Finds the situations a client is not covered for, written as scenarios they recognise (basement flood, home working, stolen e-bike)
- Prepares submission packs and proposal forms, and suggests which insurers to approach for each risk
- Lists the evidence a claim needs for that type of loss and drafts the first notice
- Processes incoming claims, motor included: documents checked, missing items, cover that applies, a suggested route and a draft letter
What you need
- Nothing to start: two policies or quotes, as files or pasted text, are enough for a first comparison
- Google Drive (optional) to read client documents where you keep them; Gmail (optional) for drafts to insurers and clients. It works with Outlook or the tools you already use instead
How setup works
You get a full comparison with gaps and a recommendation in the first minutes. It then learns your country, lines of business and the insurers you place with, and connects your files and email if you want.
What stays in your hands
- Nothing is bound, cancelled, submitted or sent to an insurer or client without your go-ahead
- Liability and final advice stay with you
