Product Information
Read more about Brokernote's product offerings.
SCHEDULE REFORMATTER
Instantly converts PDF schedules for input into WinBEAT / INSIGHT
Key Features:
- Reformats PDF, DOCX, RTF or TXT schedules
- Customisable output styling and format to align with brokerages branding
- Produces output that can be inputted directly into WinBEAT, INSIGHT or iBAIS
- Improves schedule consistency and readability for clients
- Flexible access through web-app, fortix or API integration
AI Assistant
Purpose-built AI for Australian insurance broking, not just a generic assistant
Key Features:
- Your data stays onshore. Handle sensitive client information with confidence. Our AI runs on Australian infrastructure, built for local privacy expectations.
- Sounds like your brokerage. Customise the tone and style of everything it generates, so client-facing content and documents matches your tone of voice and look.
- Knows your business. Build a knowledge base the AI draws on, including schemes, wordings, and processes, so answers reflect how your brokerage actually operates.
- Reliable, repeatable outcomes. Custom Routines turn your key workflows into consistent results every time, from claims and renewal reports to HR support, so any team member gets the same quality output.
NEW CAPABILITIES COMING SOON
We are working with Insurance brokerages around Australia to bring you the next generation of AI capabilities. Interested in trialing our upcoming tools? We would love to hear from you!
AUSTRALIA BASED AI
The Brokernote team, based in Melbourne, brings deep expertise in AI, machine learning, and software development. If you have a specific AI challenge, our experienced team can work with you to develop solutions to fit your needs. We ensure your data stays secure with our Australia-based AI.
SUPPORT
At Brokernote, we pride ourselves on prompt, attentive support. We'll respond quickly, and work closely with you to resolve your needs.
