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.
1 Open Broker Inbox Copilot from the dashboard. 2 Connect your Microsoft 365 mailbox, or press Load Demo Inbox to try it with fictional emails. 3 Open an email and run the analysis — type, priority, client, summary, extracted figures and missing information. 4 Create a task from the recommended actions and set a due date. 5 Draft 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.
1 Open Claims Triage and complete the incident intake form. 2 Upload photographs, estimates, correspondence or any notification already issued. 3 Run the analysis to see the claim readiness score and what is still outstanding. 4 Copy the client questions and work through the action plan. 5 Export the triage note to PDF or Word for the claim file. Open Claims Triage Broker QA Checker Check files for missing information and inconsistencies.
1 Choose the workflow: new business, renewal or mid-term adjustment. 2 Upload proposal forms, schedules, quotations, statements of fact and correspondence. 3 Review the QA score, red and amber flags and the data inconsistencies table. 4 Work through the pre-submission checklist before the file goes out. Open Broker QA Checker Client Meeting Brief Prepare for client meetings in seconds.
1 Enter the client and meeting details. 2 Upload policies, schedules, claims history, correspondence and previous notes. 3 Run the analysis to produce a one-page briefing document. 4 Review the questions and talking points, then export or copy the brief. Open Client Meeting Brief Account Review Generator Create professional annual account reviews.
1 Enter the client and review period. 2 Upload current and previous schedules, renewal terms and claims history. 3 Run the analysis to build the review, programme table and year-on-year changes. 4 Export 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.
1 Enter the surveyor, property address and survey date. 2 Upload the surveyor report, site photographs and floor plans. 3 Run the analysis to extract observed issues, recommended improvements and broker action points. 4 Copy 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.
1 Enter the policy number(s), review period and trade. 2 Upload loss runs, bordereaux, claims summaries and schedules. 3 Run the analysis to build the claims register, trends, repeat perils and largest losses. 4 Use 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.
1 Enter the client's industry, activities and existing policies. 2 Upload schedules and any supporting information. 3 Review the opportunity dashboard, with the evidence behind each flag. 4 Use the generated discussion questions with the client. Open Cross-Sell Finder Sanctions & PEP Screening Screen a name against global sanctions and PEP lists.
1 Enter an individual or company name and pick the entity type. 2 Review any potential matches with score, topics and source dataset. 3 Download 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.
1 Enter the company name (or number) and the risk postcode. 2 Add the class of business, sums insured and claims history. 3 The pack pulls the Companies House record, screens the company and directors, and checks flood and subsidence. 4 Review the underwriting points and risk summary. 5 Download the branded Word submission and send it to market. Open Submission Pack Demands & Needs Produce a compliant Demands & Needs statement in one pass.
1 Open Demands & Needs from the dashboard. 2 Enter the client, class of business, trade and the exposures you identified. 3 List the cover selected and anything offered but declined. 4 Tick whether a personal recommendation was given (advised) or not. 5 Generate 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.
1 Upload the expiring policy schedule. 2 Upload the renewal terms. 3 Add any broker notes — claims in the period, revalued sums insured, market conditions. 4 Review the cover comparison, premium movement and material changes. 5 Download 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.
1 Open Claims Notification Pack from the dashboard. 2 Enter the insured, policy number, insurer and the class of business. 3 Record what happened, when and where, plus any injuries, damage or third parties. 4 Add the emergency action taken and any crime reference. 5 Generate 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.
1 Search by company name or number. 2 Review turnover, wage roll, headcount, directors and filings. 3 Use the pre-filled rating basis in your submission. Open Company Insights Hub Postcode Risk Check Instant flood and subsidence risk for any UK postcode.
1 Enter a UK postcode. 2 Review the flood-zone banding and subsidence risk score. 3 Screenshot or export the result to attach to your submission. Open Postcode Risk Check Quote Ready Pre-quote survey checklist for property insurance.
1 Answer the guided questions about the risk. 2 Review the generated gap list — anything an underwriter will ask for. 3 Share it with the client to collect answers in one round. Open Quote Ready Policy Compare Diff two policy documents and surface material wording changes.
1 Open Policy Compare from the dashboard. 2 Upload the incumbent policy on the left and the renewal / competitor policy on the right (PDF or DOCX). 3 Wait for the diff to run — added, removed and reworded clauses are colour-coded. 4 Use the section filter to jump to the sections you care about (e.g. Property Damage, Business Interruption). 5 Export 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.
1 Upload the policy schedule. 2 Upload the statement of fact. 3 Review discrepancies — anything that could void cover at claim time. Open Gap Scan Clause Library Searchable standard policy clauses with plain-English explanations.
1 Open Clause Library from the dashboard. 2 Search by clause name or by what the client asked about — 'average', 'unoccupied', 'indemnity period'. 3 Filter by section: property damage, business interruption, liability, conditions, claims or exclusions. 4 Open a clause to see the typical wording, the plain-English explanation, why it matters and the action point. 5 Copy the explanation straight into a client email or your file note. Open Clause Library All-in-One Intake Workbench Upload a schedule (plus statement of fact, wording or renewal terms if needed) and switch on the checks you want: mistakes, cover gaps, renewal, wording, property risks and company lookups.
1 Upload a policy schedule PDF. 2 Switch each check on or off, or pick a preset such as Renewal review. 3 Run once and review every result in tabs on one screen. Open All-in-One Intake Workbench Premium Pricing Pal Benchmark insurer rate per £1 of building declared value.
1 Enter the declared building value and the quoted premium. 2 Compare 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.
1 Enter the current sum insured and premium. 2 Enter the new sum insured (e.g. after a rebuild-cost revaluation). 3 See the projected premium change and commission delta. Open Premium Profit Calculator Call to Text Record calls or upload audio and get accurate transcripts.
1 Start a live recording or upload an audio file. 2 Wait for transcription — speakers are separated and timestamped. 3 Copy 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.
1 Enter the address. 2 See whether the building is statutorily listed and, if so, its grade. 3 Review construction characteristics alongside the listing result. Open Listed Buildings Search Charity Compass Charity Commission lookups: investigations and status.
1 Search by charity name or number. 2 Review status, income, trustees and any open regulatory investigations. Open Charity Compass Foodie Finder Food hygiene ratings for restaurants and takeaways.
1 Search by trading name or postcode. 2 Review the latest FSA hygiene score and inspection date. Open Foodie Finder School Report Hub Latest Ofsted results and reports for UK schools.
1 Search by school name or URN. 2 Review the latest Ofsted grade, inspection date and report link. Open School Report Hub London Tree Finder Every tree within 10m of a London address.
1 Enter a London address. 2 Review the tree list with species, size and distance to the property. Open London Tree Finder Client Relationship Continuity Never lose client knowledge when an employee leaves.
1 Connect your Microsoft 365 mailbox and confirm which domains are clients. 2 Review each client's timeline, summaries and outstanding actions. 3 Generate a handover pack when someone leaves and reassign their clients. Open Client Relationship Continuity Pre-quote Workbench Checks for a new client before going to market.
1 Open it from Workbenches by stage on the dashboard. 2 Upload the documents asked for. 3 Switch checks on or off and press Run. Open Pre-quote Workbench Quote Workbench Checks once terms are in, before binding.
1 Open it from Workbenches by stage on the dashboard. 2 Upload the documents asked for. 3 Switch checks on or off and press Run. Open Quote Workbench Pre-renewal Workbench Checks 60 to 90 days before renewal.
1 Open it from Workbenches by stage on the dashboard. 2 Upload the documents asked for. 3 Switch checks on or off and press Run. Open Pre-renewal Workbench Renewal Invitation Workbench Compare renewal terms and prepare the client email.
1 Open it from Workbenches by stage on the dashboard. 2 Upload the documents asked for. 3 Switch checks on or off and press Run. Open Renewal Invitation Workbench