Integrations

Connected Insurance

Recorder’s open and extensible platform connects seamlessly to your existing systems, tools and insurer partners

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Integrations

Working across your entire tech stack

Recorder connects to the tools you already rely on, from document sources and data providers to workflow, CRM, and finance systems.

Why Recorder

Built for connected insurance, not closed systems

Data enrichment at the point of capture

Recorder integrates with trusted data sources like Companies House, the FCA and LexisNexis to enrich submissions as they're created, meaning fewer questions for clients.

Automated checks and compliance controls

Recorder connects to compliance and risk services such as sanctions screening, credit checks, and financial crime tools, triggering them automatically at the right point in the workflow.

Integration into your existing systems

Recorder integrates with CRMs, back-office Policy Administration Systems, and data platforms already used by brokers, so data flows cleanly across the business.

Data enrichment at the point of capture

Recorder integrates with trusted data sources like Companies House, the FCA and LexisNexis to enrich submissions as they're created, meaning fewer questions for clients.

Automated checks and compliance controls

Recorder connects to compliance and risk services such as sanctions screening, credit checks, and financial crime tools, triggering them automatically at the right point in the workflow.

Integration into your existing systems

Recorder integrates with CRMs, back-office Policy Administration Systems, and data platforms already used by brokers, so data flows cleanly across the business.

Data enrichment at the point of capture

Recorder integrates with trusted data sources like Companies House, the FCA and LexisNexis to enrich submissions as they're created, meaning fewer questions for clients.

Automated checks and compliance controls

Recorder connects to compliance and risk services such as sanctions screening, credit checks, and financial crime tools, triggering them automatically at the right point in the workflow.

Integration into your existing systems

Recorder integrates with CRMs, back-office Policy Administration Systems, and data platforms already used by brokers, so data flows cleanly across the business.

Our Connected Insurers

Working across the board

Cowbell

CFC

Coalition

Brit

Munich RE

Beazley

Our Connected Insurers

Working across the board

Our Connected Insurers

Working across the board

Our Connected Insurers

Working across the board

Customer Stories

The companies backing Recorder

Further insights

Frequently asked questions

Can Recorder integrate with our existing back-office or accounting system?

Yes. Recorder is designed to push structured policy, premium, commission, and client data into your back-office or accounting platform, so Recorder doesn’t become another system you have to reconcile at month-end. Where a direct integration exists, data flows automatically; where it doesn’t, Recorder provides clean, predictable exports that match your finance processes' requirements.

Which data providers does Recorder integrate with, and how is that data used?

Recorder integrates with a wide range of data providers, including property data bureaux, compliance providers and official government or FCA data sources. These integrations remove the need for separate, manual lookups, saving time and ensuring compliance.

Can we connect our CRM to Recorder?

Yes. Recorder supports integrations with popular CRMs such as HubSpot and Salesforce. These integrations can sync key lead, client and policy data with yopur CRM so that your sales and servicing teams are always working from the same information.

Does Recorder have a public API?

Yes, all clients can access the public API free of charge, giving them secure access to their own data. This allows you to fit Recorder into your existing technology stack or custom workflows, without having to rip-and-replace all of your systems at once.

What happens if we use tools Recorder doesn’t currently integrate with?

Recorder is built to be an open and extensible platform. If a specific integration does not exist today, we can typically connect via API or structured data exchange rather than forcing you to change systems. The goal is to fit Recorder into your existing stack, not replace everything around it.