Tutorials
Short, click-by-click guides for every tool in the suite. Jump to a tool, or skim the list to see what's possible.
Broker Inbox Copilot
Turn your Outlook inbox into an intelligent insurance workflow.
- 1Open Broker Inbox Copilot from the dashboard.
- 2Connect your Microsoft 365 mailbox, or press Load Demo Inbox to try it with fictional emails.
- 3Open an email and run the analysis — type, priority, client, summary, extracted figures and missing information.
- 4Create a task from the recommended actions and set a due date.
- 5Draft a reply, edit it, then confirm before it is sent — nothing is ever sent automatically.
Open Broker Inbox Copilot Claims Triage
Find missing claims information before proceeding.
- 1Open Claims Triage and complete the incident intake form.
- 2Upload photographs, estimates, correspondence or any notification already issued.
- 3Run the analysis to see the claim readiness score and what is still outstanding.
- 4Copy the client questions and work through the action plan.
- 5Export the triage note to PDF or Word for the claim file.
Open Claims Triage Broker QA Checker
Check files for missing information and inconsistencies.
- 1Choose the workflow: new business, renewal or mid-term adjustment.
- 2Upload proposal forms, schedules, quotations, statements of fact and correspondence.
- 3Review the QA score, red and amber flags and the data inconsistencies table.
- 4Work through the pre-submission checklist before the file goes out.
Open Broker QA Checker Client Meeting Brief
Prepare for client meetings in seconds.
- 1Enter the client and meeting details.
- 2Upload policies, schedules, claims history, correspondence and previous notes.
- 3Run the analysis to produce a one-page briefing document.
- 4Review the questions and talking points, then export or copy the brief.
Open Client Meeting Brief Account Review Generator
Create professional annual account reviews.
- 1Enter the client and review period.
- 2Upload current and previous schedules, renewal terms and claims history.
- 3Run the analysis to build the review, programme table and year-on-year changes.
- 4Export a branded Word or PDF review for the client.
Open Account Review Generator Risk Survey Report Builder
Turn a surveyor report into a client-ready summary.
- 1Enter the surveyor, property address and survey date.
- 2Upload the surveyor report, site photographs and floor plans.
- 3Run the analysis to extract observed issues, recommended improvements and broker action points.
- 4Copy the client-ready wording or export the whole report to a branded Word document.
Open Risk Survey Report Builder Loss Run Analyzer
Extract trends and renewal talking points from claims history.
- 1Enter the policy number(s), review period and trade.
- 2Upload loss runs, bordereaux, claims summaries and schedules.
- 3Run the analysis to build the claims register, trends, repeat perils and largest losses.
- 4Use the renewal talking points in your underwriter submission or client renewal review.
Open Loss Run Analyzer Cross-Sell Finder
Identify potential opportunities within existing accounts.
- 1Enter the client's industry, activities and existing policies.
- 2Upload schedules and any supporting information.
- 3Review the opportunity dashboard, with the evidence behind each flag.
- 4Use the generated discussion questions with the client.
Open Cross-Sell Finder Sanctions & PEP Screening
Screen a name against global sanctions and PEP lists.
- 1Enter an individual or company name and pick the entity type.
- 2Review any potential matches with score, topics and source dataset.
- 3Download a timestamped report — clean or with-match — for the client file.
Open Sanctions & PEP Screening Submission Pack
One branded market submission built from live company, risk and screening data.
- 1Enter the company name (or number) and the risk postcode.
- 2Add the class of business, sums insured and claims history.
- 3The pack pulls the Companies House record, screens the company and directors, and checks flood and subsidence.
- 4Review the underwriting points and risk summary.
- 5Download the branded Word submission and send it to market.
Open Submission Pack Demands & Needs
Produce a compliant Demands & Needs statement in one pass.
- 1Open Demands & Needs from the dashboard.
- 2Enter the client, class of business, trade and the exposures you identified.
- 3List the cover selected and anything offered but declined.
- 4Tick whether a personal recommendation was given (advised) or not.
- 5Generate the statement, review the wording, and download the branded Word document for the file.
Open Demands & Needs Renewal Report
Turn the expiring schedule and renewal terms into a client-ready report.
- 1Upload the expiring policy schedule.
- 2Upload the renewal terms.
- 3Add any broker notes — claims in the period, revalued sums insured, market conditions.
- 4Review the cover comparison, premium movement and material changes.
- 5Download the branded Word report to send with your renewal invitation.
Open Renewal Report Claims Notification Pack
Build a complete FNOL with an evidence checklist for the class of business.
- 1Open Claims Notification Pack from the dashboard.
- 2Enter the insured, policy number, insurer and the class of business.
- 3Record what happened, when and where, plus any injuries, damage or third parties.
- 4Add the emergency action taken and any crime reference.
- 5Generate the notification, review it, and download the branded Word pack to send to the insurer.
Open Claims Notification Pack Company Insights Hub
Companies House data: turnover, wage roll, headcount.
- 1Search by company name or number.
- 2Review turnover, wage roll, headcount, directors and filings.
- 3Use the pre-filled rating basis in your submission.
Open Company Insights Hub Postcode Risk Check
Instant flood and subsidence risk for any UK postcode.
- 1Enter a UK postcode.
- 2Review the flood-zone banding and subsidence risk score.
- 3Screenshot or export the result to attach to your submission.
Open Postcode Risk Check Quote Ready
Pre-quote survey checklist for property insurance.
- 1Answer the guided questions about the risk.
- 2Review the generated gap list — anything an underwriter will ask for.
- 3Share it with the client to collect answers in one round.
Open Quote Ready Policy Compare
Diff two policy documents and surface material wording changes.
- 1Open Policy Compare from the dashboard.
- 2Upload the incumbent policy on the left and the renewal / competitor policy on the right (PDF or DOCX).
- 3Wait for the diff to run — added, removed and reworded clauses are colour-coded.
- 4Use the section filter to jump to the sections you care about (e.g. Property Damage, Business Interruption).
- 5Export a redline PDF for the client file or to attach to your renewal report.
Open Policy Compare Gap Scan
Compare a schedule against the statement of fact.
- 1Upload the policy schedule.
- 2Upload the statement of fact.
- 3Review discrepancies — anything that could void cover at claim time.
Open Gap Scan Clause Library
Searchable standard policy clauses with plain-English explanations.
- 1Open Clause Library from the dashboard.
- 2Search by clause name or by what the client asked about — 'average', 'unoccupied', 'indemnity period'.
- 3Filter by section: property damage, business interruption, liability, conditions, claims or exclusions.
- 4Open a clause to see the typical wording, the plain-English explanation, why it matters and the action point.
- 5Copy the explanation straight into a client email or your file note.
Open Clause Library Premium Pricing Pal
Benchmark insurer rate per £1 of building declared value.
- 1Enter the declared building value and the quoted premium.
- 2Compare the resulting rate against sector benchmarks displayed on screen.
Open Premium Pricing Pal Premium Profit Calculator
Model the premium impact of old vs. new declared values.
- 1Enter the current sum insured and premium.
- 2Enter the new sum insured (e.g. after a rebuild-cost revaluation).
- 3See the projected premium change and commission delta.
Open Premium Profit Calculator Call to Text
Record calls or upload audio and get accurate transcripts.
- 1Start a live recording or upload an audio file.
- 2Wait for transcription — speakers are separated and timestamped.
- 3Copy the transcript into your file notes or CRM.
Open Call to Text Listed Buildings Search
Check statutory listing status and construction data for any UK address.
- 1Enter the address.
- 2See whether the building is statutorily listed and, if so, its grade.
- 3Review construction characteristics alongside the listing result.
Open Listed Buildings Search Charity Compass
Charity Commission lookups: investigations and status.
- 1Search by charity name or number.
- 2Review status, income, trustees and any open regulatory investigations.
Open Charity Compass Foodie Finder
Food hygiene ratings for restaurants and takeaways.
- 1Search by trading name or postcode.
- 2Review the latest FSA hygiene score and inspection date.
Open Foodie Finder School Report Hub
Latest Ofsted results and reports for UK schools.
- 1Search by school name or URN.
- 2Review the latest Ofsted grade, inspection date and report link.
Open School Report Hub London Tree Finder
Every tree within 10m of a London address.
- 1Enter a London address.
- 2Review the tree list with species, size and distance to the property.
Open London Tree Finder