Insurance broker software for US agencies.
One login for policy form comparison, client and sanctions screening, coverage summaries, renewal reports, submission packets and claim notices. 14-day trial, no card required.
Policy form comparison
Put the expiring form next to the quoted form and see what actually changed — limits, exclusions, conditions and endorsements — instead of reading 90 pages twice.
Company research built in
Officers, filings and group structure pulled into the file in seconds, so the submission is right before it reaches the carrier or wholesaler.
Sanctions and client screening
Screen the named insured and related parties at onboarding and renewal, and keep the evidence on file for OFAC and internal compliance checks.
Coverage and needs summaries
Produce a specific, defensible written summary of what the client asked for and what they bought — the record that matters in an E&O dispute.
Renewal reports and submission packets
Turn last year's schedule and this year's quotes into a client-ready renewal report, and build market submissions without re-keying.
Claim notice packets
Capture a loss once and produce a notice the adjuster can act on, with the evidence checklist for the line of business.
Works beside your agency management system
Applied Epic, AMS360, EZLynx, HawkSoft and Nowcerts hold the record. They do not read a policy form, research a company, write a renewal report or build a claim notice. That work lands in tabs, templates and someone's saved folder, and it is where the hours go. PolicyTools.app covers that middle layer for small commercial and middle-market accounts alike, with your branding on every document that reaches the client.
Form comparison, without the reading
Renewal season is where form differences get missed. Comparing the expiring form against the quoted terms surfaces changed limits, new exclusions and added conditions in one pass, so you can put the material differences in front of the client and record that you did.
Evidence on file, not in someone's inbox
Screening results, company data, coverage summaries and claim notices are all saved against the user account, so the file shows what was checked and when. That is what an E&O claim, an audit or a disputed loss actually turns on.
One subscription, every tool
No modules, no per-document charges. Billing is in pounds sterling — the product is built in the United Kingdom and used by commercial brokers there, and the same workflow fits a US commercial agency. Before you sign up, use the free resources:
See it on your own book of business
Fourteen days, every tool, no card. Bring a live renewal and run it through.
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