For UK insurance brokers
Insurance workflow software for UK brokers.
Cut the manual steps out of every placement and renewal. One login for wording comparison, due diligence, CoIs and audit trail — without replacing your broker management system.
Capture the risk once
Insured, addresses, activities and connected parties — reused across every tool.
Run the placement in one place
Wording comparison, Companies House, sanctions and postcode risk without switching tabs.
Issue and evidence
One-click CoIs, exportable reports and a timestamped audit trail on the file.
Renewals in a fraction of the time
Re-run the same workflow with prior data pre-filled.
Sits alongside Acturis, Open GI and SSP
PolicyTools.app isn't a broker management system replacement. It's the workflow layer that removes the tab-switching between your BMS, insurer portals, Companies House, sanctions lists and PDF wordings.