Making Insurance Broking Easier with AI

Give your brokers time back - So they can focus on actual broking, not manual admin.

Save Time

Tired of spending time doing manual, repetitive, admin tasks? Brokernote's AI toolkit is designed to help insurance brokers save time and money - allowing you to spend more time where it matters.

Reduce PI Risk

From troublesome exclusions to ambiguous wording, our intelligent checks add a second pair of eyes - helping you deliver error‑free advice.

Impress Clients

Generate polished, branded reports that clearly compare options and reinforce your brokerage’s reputation for exceptional service.

PRODUCT SHOWCASE

SCHEDULE REFORMATTER

Instantly convert PDF schedules for input into WinBEAT / INSIGHT

Why Brokerages Choose Brokernote

"This program is awesome, saves us so much time and provides a consistent, professional presentation every time."

John Harding

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."

Nate Wolland

Director - BENJAMIN & BENJAMIN IG

"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."

Brendon Watson

Oracle Group AR

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70+ Brokerages

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