Lead Capture

Turn enquiries into intelligence.

Turn new enquiries into enriched, structured leads with scoring, source tracking and instant insight into their existing cover.

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Key Features

Get a clearer picture of every lead

Why Recorder

Better data, better qualification, better handoff

Built on the same data model as your quoting workflow

Leads flow straight into Recorder’s quoting platform, so you never have to ask the same thing twice.

Designed for early-stage decisioning

Enrichment, extraction, scoring and provenance give brokers the context they need before investing time.

Proven to increase conversion quality

Cleaner data, clearer insights, and faster triage reduce drop-off and help brokers focus on the right opportunities.

Built on the same data model as your quoting workflow

Leads flow straight into Recorder’s quoting platform, so you never have to ask the same thing twice.

Designed for early-stage decisioning

Enrichment, extraction, scoring and provenance give brokers the context they need before investing time.

Proven to increase conversion quality

Cleaner data, clearer insights, and faster triage reduce drop-off and help brokers focus on the right opportunities.

Why Recorder?

Brokers achieve measurable results that transform their business

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.

Public API

Open ecosystem for seamless integration with existing tools.

Public API

Open ecosystem for seamless integration with existing tools.

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.

Customisable Panel of Insurers

Change the panel and the question sets with ease.

Customisable Panel of Insurers

Change the panel and the question sets with ease.

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.

Further insights

Frequently asked questions

What information can I capture in a Recorder lead form?

You can customise the information you wish to capture on any new leads, including but not limited to company information (leveraging Recorder's Companies House integration), contact information, and existing policy schedules.

How does campaign tracking work?

Recorder allows you to generate unique campaign codes to track the source of any new leads, along with subsequent conversion. This makes it easy to track the efficacy of different distribution channels and marketing campaigns.

How does lead scoring work?

Recorder makes it easy to configure your own lead scoring rules. Simply choose the metrics that matter to you, assigning each a level of importance, and Recorder will automatically generate a lead score from 0-100 on all new leads.