Turn one policy schedule into an Excel workbook and a Word risk presentation
Upload a policy schedule and Policy Export Pro reads it for you. You get a tidy Excel workbook for your records or your broking system, plus a client-ready Word risk presentation, without re-keying a single figure.
Sample: one schedule in, two documents out
| # | Cover | Sum insured / limit | Excess | Premium |
|---|---|---|---|---|
| 2 | Employers' Liability | £10,000,000 | Nil | £412.00 |
| 3 | Public Liability | £5,000,000 | £250 | £386.50 |
| 4 | Products Liability | £5,000,000 | £250 | Incl. |
| 5 | Buildings | £1,250,000 | £500 | £1,104.20 |
| 6 | Contents | £180,000 | £250 | £226.80 |
| 7 | Business Interruption (24 mths) | £600,000 | Nil | £318.40 |
| 8 | Total premium (excl. IPT) | £2,447.90 | ||
Risk presentation
Harbour Bakery Ltd
Commercial Combined — renewal 1 December 2026
- Insurer
- Example Insurance plc
- Policy number
- CC-104882
- Period
- 01/12/2026 – 30/11/2027
- Premises
- 2 locations, Bristol
- Total premium
- £2,447.90 + IPT
This document sets out your cover section by section in plain English, so you can see what is insured, the limits and the excesses that apply.
Sample figures for a fictional client.
How Policy Export Pro works
- Step 1
Upload the schedule
Any commercial policy schedule PDF, including scanned copies. The expiring schedule and the renewal schedule both work.
- Step 2
The details are extracted
Insured details, premises, covers, sums insured, excesses, premiums, terms and dates are read out of the schedule and checked for gaps.
- Step 3
Excel workbook
One workbook with the schedule laid out over clean tabs: covers and sums insured, premises, premiums and key dates — ready for your files or to import into your broking system.
- Step 4
Word risk presentation
A branded Word document that presents the cover section by section in plain English, ready to send to the client or attach to a quotation.
What it exports
- An Excel workbook with tabs for covers, sums insured, premises, premiums and key dates.
- A Word risk presentation you can send straight to the client.
- Your own company logo on the Word document, so it looks like it came from your office.
- Details for your broking system, so you never re-key a schedule by hand again.
- Your documents stay private in your account and are never used to train anything.
Send your next schedule through and see both documents in minutes.
£60 per user per month after a 14-day free trial with £10 of free credit. No card to start.