The PolicyTools.app Story
How we got here, milestone by milestone — from launch to our first registered user and every tool we have built for brokers since.
The All-in-One Intake Workbench
One screen where you upload a schedule and switch on exactly the checks you need — from reading the schedule and copying it into Excel, Word and your broking system, to flood, listed buildings, sanctions and Companies House lookups.
- Add a statement of fact, policy wording or renewal terms and the workbench brings in more checks: mistakes against what was declared, gaps between what the client said and what is insured, the wording's key exclusions explained, and the renewal terms compared with the expiring cover
- Registry and trade lookups on the client's name — Companies House (including turnover, wage roll and staff numbers from the latest filed accounts), food hygiene ratings, Ofsted and the charity register
- Every check produces a plain-English client email you can copy straight into Outlook — and one button gathers the whole review into a single email
- Download one branded Word report containing every check you ran
- The interface and the written results both work in English or Turkish, for brokers whose clients prefer Turkish
- Four stage workbenches — Pre-quote, Quote, Pre-renewal and Renewal Invitation — show only the checks relevant to that stage, and the Quote and Renewal Invitation emails include the compliance sections a broker needs on client documents
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
Our first registered user
A milestone for us: in August 2026 our first user signed up to PolicyTools.app. Every tool since has been shaped by real feedback from people using the suite.
- First broker account registered on the 14-day free trial
- Real-world feedback now guides which tools we build next
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 started building the platform for UK insurance brokers with a simple goal: one subscription, every policy tool — helping brokers 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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