Your broker management system keeps the record. We do the work around it.
PolicyTools.app is not a CRM and it is not a replacement for Acturis, Applied Epic, OpenGI or SSP. It is a companion layer of 28 tools that handles the document, comparison and client-communication work those platforms were never built to do.
What your broker management system already does well
We are not trying to replace any of this. Acturis, Applied Epic, OpenGI and SSP are the backbone of UK broking — and they should stay that way.
Policy admin & accounts
Invoicing, insurer accounts, reconciliation and the policy record of truth.
CRM & workflow
Client records, task management and the pipeline your whole team lives in.
E-trading & insurer links
Quote-and-bind journeys and extranet integrations with UK insurers.
The work that still lands outside the system
Between the quote and the policy record sits hours of manual document work. That in-between work is exactly what PolicyTools.app was built for.
Wording comparison
Line-by-line comparison of expiring vs renewal wordings, with material differences flagged and exported as a client-ready report.
Client documents
Demands & Needs statements, client meeting briefs, renewal reports and account review packs — produced in minutes, in Word.
Inbox triage
Broker Inbox Copilot sorts the shared Outlook inbox, drafts replies and chases outstanding items — work no back-office system touches.
Checks & submissions
Sanctions screening, loss-run analysis, schedule extraction and insurer-ready submission packs built from the policy schedule PDF.
How it fits alongside your platform
Acturis
Keep Acturis as your system of record. Use PolicyTools.app for renewal wording comparisons, schedule extraction to Excel, and submission packs you attach straight back to the Acturis client file.
Applied Epic
Epic runs your policy administration and accounting. PolicyTools.app produces the client-facing layer around it — meeting briefs, account reviews and loss-run analysis your account handlers would otherwise build by hand.
OpenGI & SSP
Your quoting and policy management stay in OpenGI or SSP. PolicyTools.app fills the gaps: Demands & Needs statements, claims notification letters and quote-ready checklists for every prospect.
No migration. No replacement. No re-keying.
- Upload the policy PDFs, schedules and emails you already have — nothing leaves your back office.
- Finished Word and Excel outputs drop straight back into your client file in Acturis, Applied Epic, OpenGI or SSP.
- Nothing to integrate, no IT project, no change to your existing contracts — sign up and use it the same day.
£60 per user per month. Every tool included.
14-day free trial, no card required. Keep your broker management system — add the layer it is missing.