Key Features
Faster quotes, zero re-keying
Why Recorder
Precision and speed across the quoting journey
Why Recorder?
Brokers achieve measurable results that transform their business
Further insights
Frequently asked questions
How long does it take to receive a quote?
Most insurers return quotes within a few seconds. Where a request will take longer, you will be automatically notified when the quote is received.
Can I manage referrals through Recorder?
Yes, referred quotes can be handled via the platform. Recorder automatically monitors for updates on referred quotes, with automatic notifications for quote status changes.
Can I bind on Recorder?
Yes, Recorder supports full quote and bind.
Do I get access to policy docs?
Yes, policy documents are automatically received from the insurer, giving you access to all of the documents you would get from an insurer portal.
What if I want to finish the process offline?
No problem, Recorder is designed to support your existing ways of working, not replace them. You can make the initial quote request via Recorder to remove the need to rekey information into a portal or an email, before moving to offline channels for further discussion with underwriters.
Can I quote for multiple limits/excesses/coverage levels?
Yes, Recorder supports multi-limit and multi-coverage level quoting without the need to create multiple proposals.
How do I present the quotes back to my client?
Recorder allows brokers to automatically generate compliant, branded client presentations containing all of the required information for the client to make an informed decision.
