For Insurance Brokers
PolicyTools.app — UK insurance broker software
Built in the UK for commercial insurance brokers. Compare policy wordings, extract schedules and prepare client reports from the documents you already hold — with 28 tools in one subscription.
£60/month · 14-day free trial · no card required · cancel anytime
From a new enquiry to the renewal invitation
Choose the checks that fit the stage of your client’s insurance. Add a schedule, statement of fact, policy wording or renewal terms where needed, then review the findings and prepare a plain-English client email. You remain responsible for checking the source documents and every recommendation before anything is sent.
Pre-quote: understand the risk
Review the schedule, declared facts, company records and premises before preparing a submission.
View checklistQuote: check the proposed cover
Review cover gaps, exclusions and conditions before explaining the quotation to your client.
View checklistPre-renewal: prepare the review
Revisit the existing cover and client details to identify questions to resolve before renewal.
View checklistRenewal invitation: explain changes
Compare expiring and renewal documents, review premium changes and draft the client update.
View checklistKeep your existing broking system. PolicyTools.app supports document checks and client preparation rather than replacing your agency management system. See how it fits alongside your broker software. Explore schedule extraction.
Structured answers, not a blank page
Every tool returns something you can check, edit and send — laid out the way a broker reads it.
Wording comparison
Expiring schedule vs proposed market form
| Section | Expiring | Proposed | Impact |
|---|---|---|---|
| Business interruption | 24 months | 12 months | Narrower |
| Excess — escape of water | £1,000 | £5,000 | Narrower |
| Cyber extension | Not covered | £100,000 | Broader |
| Terrorism | Included | Included | No change |
Illustrative example. Every output is checked by the broker before it reaches a client.
Compare policy wordings side by side
Drop in two wordings or a schedule and a market form. Get a structured difference table covering limits, sub-limits, conditions and exclusions — ready to talk through with the client.
Explore Policy CompareTurn documents into client-ready packs
Demands and needs statements, renewal reports, submission packs and claim notification letters — drafted from the documents you already hold and exported to Word with your own logo.
See Policy Export Pro outputsAnalyse surveys, loss runs and claims
Upload a risk survey, a loss run or an FNOL bundle. Get the trends, risk improvement actions and talking points pulled out in a structured, checkable format.
How brokers use itTriage the inbox before it triages you
Connect your own Outlook mailbox and see renewals, claims, MTAs and queries sorted with a suggested next action. Nothing is ever sent without your confirmation.
Broker Inbox CopilotFree insurance calculators
No sign-up needed. Quick estimates for brokers and business owners.
Rebuild cost calculator
Estimate a buildings sum insured by floor area, property type and region.
Open calculatorBusiness interruption calculator
Work out gross profit and the right indemnity period.
Open calculatorUnderinsurance calculator
See how average reduces a claim when cover is too low.
Open calculatorInsurance Premium Tax calculator
Add or remove IPT from a premium in seconds.
Open calculatorOne price. Every tool. No add-ons.
No per-tool licences, no separate invoices, no five logins to remember. New tools arrive in your account at no extra cost.
- Single sign-on across every tool
- One subscription, all tools included
- New tools added at no extra cost
- Team seats with manager-level oversight
- Centralised billing and usage reporting
14-day free trial with £10 of included usage. No card required to start.
Start free trialFull pricing detailsGive your team back the hours the paperwork takes
Set up in a couple of minutes. Bring one live renewal and see the difference on the first file.