Better schedules. Less work.
Works with WinBEAT, WinBEAT Next, INSIGHT and iBAIS
Before → after
Any insurer layout, rebuilt in your brand
PDF, Word or text in. Branded schedule out.
Compatibility
Works with your broker management system
Produces output you can put straight into WinBEAT, INSIGHT or iBAIS, with flexible access through our web app, Fortix or API integration.
Common challenges
Still retyping insurer schedules?
Every insurer sends its policy schedule in its own layout and format. Reformatting that for your broker management system is a manual admin headache for brokers.
Every insurer is different
Different layouts from every insurer or portal.
Locked documents
Locked PDFs or complex tables that won't copy cleanly.
Hours of rework
Hours of manual reformatting, schedule after schedule.
PI exposure
Exposure from typos and missed exclusions.
Someone else's brand
Client documents that carry the insurer's brand, not yours.
Every hour spent reformatting is an hour not spent driving value for your clients.
Clean, branded schedules in a few clicks.
Upload any schedulePDF, Word, RTF or text, including password-protected PDFs.
Rebuilt in your brandTables, headings and text styled in your fonts, colours and layout.
Export your wayDownload Word, or copy straight into your broker management system.
Consistent for clientsEvery schedule is easier to read and review, whoever processed it.
See it in a minute
Watch an insurer schedule go from PDF to a clean, branded document ready for your broker management system.
How it works
From insurer PDF to your system in four steps
Use it in the web app, inside Fortix, or through our API.
Upload
Drop in the insurer's schedule as PDF, DOCX, RTF or TXT.
Re-format
Brokernote rebuilds it in your brokerage's styling and format.
Review
Check the clean, consistent result before it goes anywhere.
Export
Download Word, or copy straight into WinBEAT, INSIGHT or iBAIS.
90+
Australian brokerages
70k+
Schedules processed
Minutes
To get set up and running
What brokers say about the Schedule Reformatter
"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
"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 program is awesome, saves us so much time and provides a consistent, professional presentation every time."
Director - Harding IG
Schedule Reformatter questions
ONE PLATFORM
Less manual admin across the whole renewal
Pair the Schedule Reformatter with pre-renewal automation and the AI Assistant to give your brokers time back at every step.
