Insurance broker software for UK brokers.
One login for policy wording comparison, client and sanctions checks, demands and needs statements, renewal reports, submission packs and claims notifications. £60 per user per month, 14-day trial, no card required.
Policy wording comparison
Put two wordings side by side and see what actually changed — limits, exclusions, conditions and warranties — instead of reading 90 pages twice.
Companies House built in
Officers, filings, PSCs and group structure pulled into the file in seconds, so the presentation of risk is right before it leaves your desk.
Sanctions and client screening
Screen the insured and connected parties at onboarding and renewal, and keep the evidence on file for your FCA and MLR obligations.
Demands and needs statements
Produce a specific, defensible statement on every advised sale from the risk information you already hold.
Renewal reports and submission packs
Turn last year's schedule and this year's terms into a client-ready renewal report, and build market submissions without re-keying.
Claims notification packs
Capture a loss once and produce a notification the handler can act on, with the evidence checklist for the class of business.
Built around how a UK broker's week runs
The back-office system holds the record. It does not read a wording, check a director, write a renewal report or build a notification. That work lands in tabs, templates and someone's saved folder, and it is where the hours go. PolicyTools.app covers that middle layer for SME package business and mid-market commercial combined alike — the same process across the whole book, with your branding on every document that reaches the client.
Comparison work, without the reading
Renewal season is where wording differences get missed. Comparing the expiring wording against the offered terms surfaces the changed limits, new exclusions and added conditions precedent in one pass, so you can put the material differences in front of the client and record that you did.
Evidence on file, not in someone's inbox
Sanctions checks, company data, demands and needs statements and claims notifications are all saved against the user account, so the file shows what was checked and when. That is what a complaint, an audit or a disputed claim actually turns on.
Try it free, and free tools while you decide
Every tool is in the one subscription — no modules, no per-document charges. Before you sign up, use the free resources:
See it on your own book
Fourteen days, every tool, no card. Bring a live renewal and run it through.
Start free trial