Making Insurance Broking Easier with AI
Giving brokers time back - So they can focus on actual broking, not manual admin.
PRODUCT SHOWCASE
SCHEDULE REFORMATTER
Instantly convert PDF schedules for input into WinBEAT / INSIGHT
Why Brokerages Choose Brokernote
Brokernote has quickly become a ‘must-have’ in our business. Its saving time and energy, positively impacting staff performance
Director - Grange Insurance Solutions
"The Brokernote team’s ability to integrate seamlessly with our Fortix platform shows the power of smart, adaptable technology in our workflow."
CEO - Elliott Insurance
"This program is awesome, saves us so much time and provides a consistent, professional presentation every time."
Director - Harding IG
"Brokernote has been a great resource for reducing our Brokers time in transacting quotes and invoices on Winbeat. The quality and layout of the schedules has made it much easier for our clients to review the cover."
Director - BENJAMIN & BENJAMIN IG
"Brokernote has assisted our organisation with reducing the manual effort involved in formatting manual insurer schedules. The platform converts uploaded insurer schedules into table‑formatted Word documents that integrate with our INSIGHT system, eliminating much of the manual formatting and saving our team a considerable amount of processing time."
COO - Holdfast Insurance Brokers
"This is something every broking office urgently needs; schedules were the last major efficiency gain we were seeking. You’ve freed up a lot more time for me. I’ll be talking to everyone I know."
Oracle Group AR
Trusted by
70+ Brokerages
Easy setup in
Minutes
Trial to paid users
