Introducing our Schedule Reformatter

MELBOURNE, AUSTRALIA, 11 August 2025 

The Brokernote team is excited to release our PDF Schedule Reformatter, now available for access to insurance brokers across the country. 

This release follows close collaboration with selected brokerages to develop a solution that fits seamlessly into their processes. 

Developed in Melbourne, this AI-powered tool automates one of the longest-standing manual tasks in broking: reformatting underwriter PDF schedules for entry into insurance management systems such as WinBEAT. By automatically extracting and converting complex schedule data, the Brokernote system eliminates hours of manual data entry and frees brokers to focus on higher-value client work.

PDF Schedule Reformatter Key Features:

• Reformats PDF, DOCX, RTF or TXT Schedules
• Produces output that can be copied directly into WinBEAT uploaded into Insight
• Removes unnecessary information such as underwriting branding
• Customisable output styling and format

Brokers involved in the development consistently cited the same challenge: manually reformatting PDF schedules has been an unavoidable part of their workflow for years, with no effective automated solution.

Brokernote’s PDF Schedule Reformatter addresses this directly. Its AI engine is purpose-built to handle the unique formatting quirks and data structures found in underwriter-issued PDF schedules. Once processed, the output is structured and ready to copy directly into WinBEAT without retyping or manual rearranging. The result is a significant time savings on every schedule processed, whether for new business, renewals, or adjustments.

The tool has demonstrated its ability to process schedules with complex multi-page tables, variable layouts, and dense policy data, all within seconds. Feedback from participating brokers has been overwhelmingly positive, noting both the ease of integrating the output into existing workflows, and the time saved. 

The Brokernote team will continue refining the AI engine behind the PDF Schedule Reformatter to support an even wider range of schedule formats and expand integrations with broker systems, while maintaining close engagement with the broking community. In addition, Brokernote is developing its next product: an advanced AI-powered policy comparison tool. Together, these initiatives form part of a broader roadmap to deliver a full suite of AI-powered solutions for insurance brokers.

With the growing demand for efficiency in insurance operations, the PDF Schedule Reformatter offers brokers a reliable way to reduce repetitive manual work, minimise errors, and improve turnaround times. 

Interested in getting access? Contact us today.