OpenGI workflow automation

Automate the work around OpenGI

Your quoting and policy management stay in OpenGI. PolicyTools takes away the re-keying, wording checks and client paperwork that slow your team down around it.

Sample: a renewal wording comparison

Sample output — no sign-up needed
ClauseExpiring wordingRenewal wordingChange
Unoccupied premisesCover reduced after 60 consecutive days unoccupied.Cover reduced after 30 consecutive days unoccupied. Weekly inspections now a condition precedent.Narrower
Theft excess£250 each and every loss.£500 each and every loss.Narrower
Business interruptionGross profit, 12-month indemnity period.Gross profit, 18-month indemnity period.Broader
Cyber extensionNot included.Data restoration costs up to £25,000 included.Broader
Subsidence£1,000 excess.£1,000 excess.Unchanged

Want this for your next renewal? Run your own documents — 14-day free trial, no card required.

Run your own free

What brokers on OpenGI automate

  1. Step 1

    Schedule re-keying

    Pull sums insured and excesses from insurer schedules into a checked table, ready to enter.

  2. Step 2

    Renewal wording checks

    See every broader and narrower term between expiring and renewal wordings.

  3. Step 3

    Demands and needs

    Produce a tailored statement for every commercial client in minutes.

  4. Step 4

    Claims and submissions

    Draft claims notification letters and insurer submission packs from the documents you hold.

Why it works for OpenGI users

  • Sits alongside OpenGI — nothing to replace or migrate.
  • Each user signs in separately; analyses stay private to them.
  • Simple monthly price per user, cancel any time.
  • Not affiliated with or endorsed by OpenGI.

Run your next renewal through PolicyTools free for 14 days.

£60 per user per month after a 14-day free trial with £10 of free credit. No card to start.