New client onboarding checks
New commercial client checks, from one schedule
Upload the prospect's current schedule. Get Companies House details and latest accounts, sanctions screening, flood and listed building risk, and food hygiene, Ofsted or charity records where relevant.
Sample: a prospect's schedule read for onboarding
Sample output — no sign-up needed
| Section | Basis | Sum insured / limit | Excess | Notes |
|---|---|---|---|---|
| Buildings | Reinstatement | £2,500,000 | £1,000 | Day-one uplift 15% |
| Contents & equipment | New for old | £350,000 | £500 | |
| Stock | Cost price | £180,000 | £500 | Seasonal increase 25% Oct–Dec |
| Business interruption | Gross profit | £1,800,000 | — | 24-month indemnity period |
| Employers' liability | Any one occurrence | £10,000,000 | Nil | |
| Public & products liability | Any one occurrence | £5,000,000 | £250 property damage | Products in the aggregate |
Want this for your next renewal? Run your own documents — 14-day free trial, no card required.
Run your own freeHow it works
- Step 1
Upload their current schedule
The client name and addresses are read for you.
- Step 2
Company confirmed
Companies House match with turnover, wage roll and employees from the latest accounts.
- Step 3
Risks screened
Sanctions, flood, subsidence and listed buildings for every premises.
- Step 4
Trade records checked
Food hygiene, Ofsted or charity register, switched on as needed.
Why brokers use it
- Know your client before you quote.
- Evidence of checks kept on file.
- Presets for hospitality, education and charity clients.
- Minutes per prospect instead of an hour of searching.
Onboard your next prospect in minutes.
£60 per user per month after a 14-day free trial with £10 of free credit. No card to start.