PolicyTools.app Product Updates
Plain-English updates on the tools, features, and improvements that help brokers place, review, and defend business faster.
Document-driven risk and claims analysis
Two new tools that turn the documents already on your desk into structured broker intelligence.
- Risk Survey Report Builder — upload a surveyor report, photos and floor plans and get a client-ready summary with action points
- Loss Run Analyzer — upload loss runs and bordereaux to surface trends, repeat perils and renewal talking points
- Both tools export to branded Word documents and respect team privacy just like the rest of the Broker Intelligence Suite
Broker Inbox Copilot and team seats
The biggest release yet. Your inbox can now be sorted, summarised and turned into tasks — and teams can work together under one subscription with proper oversight.
- Broker Inbox Copilot — connects each user to their own Outlook inbox, classifies emails, drafts replies for your approval, and creates tasks. It never sends anything without you confirming
- Team seats — one subscription covers your whole firm; each colleague logs in separately and their work stays private to them
- Manager and director oversight — authorised leads can view their team's activity, everyone else sees only their own
- Invite links for colleagues now work smoothly even before they have an account
Five new day-to-day broker tools
A new suite of tools built around the jobs that fill a broker's week — claims, client meetings, account reviews, cross-selling and quality checks.
- Claims Triage — read a first notification and get a plain-English summary, urgency rating and next steps
- Client Meeting Brief — pull your documents and notes into a one-page brief before you walk into a meeting
- Account Review Generator — draft a professional account review from your client records
- Cross-Sell Finder — spot realistic gaps in a client's cover based on what you already know about them
- Broker QA Checker — check documents and proposals for errors before they go to clients or insurers
- Every tool exports to a branded Word document with your company logo
Claims Notification Pack, Clause Library and branding
More time-savers for claims and renewals, plus your exported documents now carry your own firm branding.
- Claims Notification Pack — turn a first notification of loss into a structured insurer-ready pack
- Clause Library — searchable standard clauses with plain-English explanations you can copy into client documents
- Company logo uploads — upload once and it appears in the header of every Word document you export
- Demands & Needs statements, Renewal Reports and Submission Packs built from your existing documents
New tools for property and risk research
We added several lookup tools that cut down the time brokers spend digging through external sites before placing a risk.
- Postcode Risk Check — flood and subsidence banding for any UK postcode
- Listed Buildings Search — statutory listing and construction data
- London Tree Finder — tree schedules for subsidence underwriters
Policy Compare launches
The first tool in the suite is live. Policy Compare diffs two policy documents and surfaces material wording changes, so renewal reviews take minutes instead of hours.
- Redline PDF exports for renewal reviews
- Section-by-section wording diffs
- Audit trail for defensible advice
Single sign-on across the suite
One account now gets you into every tool in PolicyTools.app. New tools are added automatically at no extra cost, with no new passwords or invoices to manage.
- One login for every tool
- Centralised billing
- Future tools included in your plan
PolicyTools.app is live
We opened the platform to UK insurance brokers with a simple goal: one subscription, every policy tool. The first members are already using the suite to speed up renewals and sharpen submissions.
- £60/month all-access plan
- 14-day free trial
- Built for broker workflows, not generic tech demos
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