Smart Renewals
Smart Renewals
Streamlined renewals for smarter broking and a better client experience.
Streamlined renewals for smarter broking and a better client experience.
Streamlined renewals for smarter broking and a better client experience.
Auto-Populated Risk Data
Renewal forms are automatically populated using last year's answers, so brokers and clients only update what's changed.
Auto-Populated Risk Data
Renewal forms are automatically populated using last year's answers, so brokers and clients only update what's changed.
Auto-Populated Risk Data
Renewal forms are automatically populated using last year's answers, so brokers and clients only update what's changed.
Automated Renewal Tasks
Recorder tracks renewal dates and triggers reminders, tasks, and quote workflows to keep your pipeline moving.
Automated Renewal Tasks
Recorder tracks renewal dates and triggers reminders, tasks, and quote workflows to keep your pipeline moving.
Automated Renewal Tasks
Recorder tracks renewal dates and triggers reminders, tasks, and quote workflows to keep your pipeline moving.
Import Last Year's PDF
Upload last year's prop form and Recorder will automatically extract the questions and answers so that you can provide a digital client experience.
Import Last Year's PDF
Upload last year's prop form and Recorder will automatically extract the questions and answers so that you can provide a digital client experience.
Import Last Year's PDF
Upload last year's prop form and Recorder will automatically extract the questions and answers so that you can provide a digital client experience.
Structured Risk Forms
Recorder intelligently structures the renewal question set to distinguish between the must-updates and more static information.
Pre-Built Proposal Packs
Easily convert the completed renewal form into a branded market presentation for distribution to carriers.
Clients can message brokers directly from the platform, speeding up resolution of issues.
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.