Insurer connected broker management software
With Recorder, you can take the hassle out of capturing client risk information, obtaining quotes from insurers and managing policyholders. We have a product to help digitise each of these processes which can can be purchased independently or together as a package.
Digital Risk Capture
White-labelled online application process for new clients and renewals
Digital Risk Capture
White-labelled online application process for new clients and renewals
Digital Risk Capture
White-labelled online application process for new clients and renewals
Data Enrichment
Company data enriched for automatic trade identification
Data Enrichment
Company data enriched for automatic trade identification
Data Enrichment
Company data enriched for automatic trade identification
Policy Data Extraction
AI model extracts cover information from existing policy schedules
Policy Data Extraction
AI model extracts cover information from existing policy schedules
Policy Data Extraction
AI model extracts cover information from existing policy schedules
Quotes
Quotes
Quote & Bind
Instantly retrieve quotes from your panel via API with an automated referral & bind process
Quote & Bind
Instantly retrieve quotes from your panel via API with an automated referral & bind process
Quote & Bind
Instantly retrieve quotes from your panel via API with an automated referral & bind process
Pre-Fill Proposal Forms
Pre-fill multiple carriers questionnaires instantly
Pre-Fill Proposal Forms
Pre-fill multiple carriers questionnaires instantly
Pre-Fill Proposal Forms
Pre-fill multiple carriers questionnaires instantly
Customisable Panel of Insurers
Change the panel and the question sets with just a few clicks
Customisable Panel of Insurers
Change the panel and the question sets with just a few clicks
Customisable Panel of Insurers
Change the panel and the question sets with just a few clicks
Policies
Policies
Policy Management
Smart policy and renewal managment. Automatically identify upsell & cross sell opportunties
Policy Management
Smart policy and renewal managment. Automatically identify upsell & cross sell opportunties
Policy Management
Smart policy and renewal managment. Automatically identify upsell & cross sell opportunties
Integrations
Integrate with your existing CRM, accounting & client money reconciliation providers
Integrations
Integrate with your existing CRM, accounting & client money reconciliation providers
Integrations
Integrate with your existing CRM, accounting & client money reconciliation providers
Client Facing Portal
Downloadable policy documents, mid-term adjustments, claim and renewal initiation and progress
Client Facing Portal
Downloadable policy documents, mid-term adjustments, claim and renewal initiation and progress
Client Facing Portal
Downloadable policy documents, mid-term adjustments, claim and renewal initiation and progress
Recorder Limited, 40 Bowling Green Lane, London, EC1R 0NE. Company Reg: 15491636
Recorder is a modern broker management system for the next generation of insurance broker. We take the hassle out of capturing client information and obtaining quotes from insurers.
Recorder Limited, 40 Bowling Green Lane, London, EC1R 0NE. Company Reg: 15491636
Recorder is a modern broker management system for the next generation of insurance broker. We take the hassle out of capturing client information and obtaining quotes from insurers.