PolicyTools.app

PolicyTools.app offers specialized software for insurance brokers, streamlining the crucial work between quoting and client engagement. Key features include: • Policy wording comparison • Client-ready summary generation • Branded report exporting • Analysis of surveys and claims • Inbox management tools This platform helps brokers quickly compare expiring schedules against proposed market forms, generating structured difference tables that highlight variations in limits, sub-limits, conditions, and exclusions. The outputs are designed for easy review and discussion with clients, ensuring clarity and transparency in policy explanations. Designed for efficiency, PolicyTools.app provides a suite of 28 tools accessible through a single subscription. All generated documents remain within your account, and every output is thoroughly reviewed by brokers before being sent to clients, maintaining high standards of accuracy and professionalism. The system provides structured answers rather than blank pages, returning editable content formatted for a broker's needs. Ideal for UK insurance brokers seeking to enhance productivity and document management. It complements existing broker software, integrating smoothly into current workflows. Available for £60/month with a 14-day free trial, no card required.