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.
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 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 Policy Export Pro
Bulk export and reformat policy documents for clients.
- 1Upload one or more policy PDFs.
- 2Pick an output format (branded PDF, DOCX, or a client-ready summary).
- 3Choose which sections to include or strip (e.g. remove insurer marketing pages).
- 4Download a single zip with every reformatted document.
Open Policy Export Pro Coverage Companion
Spot cover gaps from a staff schedule CSV.
- 1Upload the client's staff schedule (CSV).
- 2Review flagged gaps — missing roles, duty-of-care exposures, undeclared job types.
- 3Include the report in your renewal review.
Open Coverage Companion 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 Occupancy Insure Finder
Find insurers and MGAs that write a given property occupancy.
- 1Type the occupancy (e.g. 'nightclub', 'unoccupied grade II church').
- 2Review the ranked list of insurers and MGAs that quote it, with contact routes.
Open Occupancy Insure Finder 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 