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Capture customer data & present quotes. All with your branding
Provide customers with a seamless experience and win more business. Recorder uses API integrations and AI document scanning to take the painful admin out of commercial insurance broking.
£1m
GWP per broker
Our goal is to enable producers to write at least £1m GWP per annum
+50%
Lead Conversion
Give customers the digital experience they expect in 2024
£0
Zero Setup Cost
Its completely free to get started with Recorder - sign up today!
-50%
Less Admin
Reduce re-keying with pre-populated proposal forms
Simple & Transparent Pricing
Add your logo and colours for broker branded online risk data capture with best-in-class customer experience.
Broker portal for effective lead management - integrates with Dialler & WhatsApp.
Companies House integration. SIC codes mapped to ABI code list for accurate identification of trade.
Digital quote & buy via connection to carrier APIs + iMarket (non complex risks).
Pre-filled proposal forms & market presentation documents (complex risks).
AI-powered policy document scanning which pulls out key information out of existing policies (renewal dates, limits, premium).
Customisable questions sets to suit your brokerage needs and rapid digitisation of schemes.
Smart policy management with automated alerts, renewal reminders and insured customer facing portal
Accounting integration - bank transaction and payment reconciliation with all the major accounting systems
FCA compliance reporting, audit trails, data encryption and client money calculations
Integration with customer financial data – get alerts on client turnover thresholds to automate MTAs and reduce the risk of underinsurance
Compatibility with current CRM platforms (such as Hubspot, Salesforce, MS Dynamics)
