Features
Built for how brokers actually work
Clients
Everything about a client on one page, for everyone on the account.
Corporate and individual records
Company details, RC number, contacts, notes and the officer who owns the account.
Import your book
Excel or CSV, with column mapping and a row-by-row error report. Clients and their existing policies come in together.
Documents
Attach proposals, schedules, IDs and correspondence to the client, the policy or the claim.
Quotes and proposals
From risk details to a proposal the client can decide on.
Risk details per line
A form for each line of business: lives for health, vehicle value for motor, limit of indemnity for liability, bond amount for bonds.
Health plans from the catalogue
Filter Yousure's HMO plans by HMO, price per life, benefit and hospital location, and add them to the comparison priced for the client's headcount.
Insurer quotes by hand
For every other line, record each insurer's premium, sum insured, excess, cover and validity, and attach their PDF.
Side by side, up to four
One table, premium first, with your recommended option marked.
Branded and tracked
Proposals carry your logo, colours and licence number. You see when the client opens them.
Versions
A sent proposal is locked. Changes become version 2, so everyone is reading the same document.
Placement and policies
Once the client says yes, the paperwork follows.
Debit note on acceptance
Recording the accepted option drafts the policy and issues the debit note to the client.
Placement slips
Email the slip to the carrier's placement address, or print it, with the member list attached for health and group life.
Member lists, validated
Names, dates of birth, genders, relationships and staff IDs are checked before anything is saved. Ten thousand rows in seconds.
No premium, no cover
A policy becomes active only once premium is received and the carrier confirms the policy number.
Endorsements
Mid-term changes priced pro rata, with a new debit note, or a credit note for a return premium.
Claims
Log a claim on the policy, attach documents and track it with the insurer through to settlement.
Renewals, money and reports
The part of the job that spreadsheets handle worst.
Renewal pipeline
Every policy ending in the next 90 days, across all lines, in 30, 60 and 90-day windows, with email reminders to officers.
Premium received and remitted
Record what the client paid and what you passed to the carrier against each debit note.
Commission reconciliation
Expected commission from your rate per carrier and line, receipts against credit notes, shortfalls flagged.
Reports
Book of business, renewals, claims and commission by line and carrier, exportable to CSV.
Audit trail
Who changed what, when, for every client and policy.
Roles
Principal, account officer, finance and viewer, so each person sees what their job needs.
Every line you place
Health and group life carry member lists; every line has its own risk details form.
- Health (HMO)
- Group life
- Individual life
- Motor
- Fire and special perils
- Burglary
- Goods in transit
- Marine cargo
- Engineering
- Liability
- Bonds
- Travel
Run your whole book from one place
Open a workspace for your firm, import your client list, and send your first branded proposal today. Free while you try it with one office.