Connected broker management software
With Recorder, you can simplify capturing client risk information, securing insurer quotes, and managing policyholders. Our products digitise each of these processes and can be purchased individually or as a complete package.
Leads
Leads
Transform the quality of your first client conversation
Digital Risk Capture
White-labelled, customisable digital risk capture forms
Digital Risk Capture
White-labelled, customisable digital risk capture forms
Digital Risk Capture
White-labelled, customisable digital risk capture forms
Data Enrichment
Enriched Companies House integration with automatic trade identification
Data Enrichment
Enriched Companies House integration with automatic trade identification
Data Enrichment
Enriched Companies House integration with automatic trade identification
Policy Data Extraction
AI policy schedule scanning to speed up the extraction of key information
Policy Data Extraction
AI policy schedule scanning to speed up the extraction of key information
Policy Data Extraction
AI policy schedule scanning to speed up the extraction of key information
Quotes
Quotes
Deliver quotes faster than your competitors
Direct Quote & Bind
Get quotes and bind policies directly from insurers without leaving the platform
Direct Quote & Bind
Get quotes and bind policies directly from insurers without leaving the platform
Direct Quote & Bind
Get quotes and bind policies directly from insurers without leaving the platform
Dynamic Risk Info Forms
Digital risk info capture with automatic de-duplication of insurer questions
Dynamic Risk Info Forms
Digital risk info capture with automatic de-duplication of insurer questions
Dynamic Risk Info Forms
Digital risk info capture with automatic de-duplication of insurer questions
Automatic Document Generation
Automatically output carrier proposal forms and branded market presentations
Automatic Document Generation
Automatically output carrier proposal forms and branded market presentations
Automatic Document Generation
Automatically output carrier proposal forms and branded market presentations
Policies
Policies
Full customer lifecycle policy management that gives you control
Smart Renewals
Intelligent pre-population of renewal proposals to save your clients valuable time
Smart Renewals
Intelligent pre-population of renewal proposals to save your clients valuable time
Smart Renewals
Intelligent pre-population of renewal proposals to save your clients valuable time
Reporting and Analytics
Full analytics and report building functionality to give you the MI you need to run your business
Reporting and Analytics
Full analytics and report building functionality to give you the MI you need to run your business
Reporting and Analytics
Full analytics and report building functionality to give you the MI you need to run your business
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
Schemes
Schemes
Digitise your delegated authority schemes with a digital underwriting workflow
Ratings Engine
Powerful, fully customisable hosted ratings engine
Ratings Engine
Powerful, fully customisable hosted ratings engine
Ratings Engine
Powerful, fully customisable hosted ratings engine
Digital Underwriting Workflow
Empower your underwriters to focus on what matters by removing manual data entry
Digital Underwriting Workflow
Empower your underwriters to focus on what matters by removing manual data entry
Digital Underwriting Workflow
Empower your underwriters to focus on what matters by removing manual data entry
Documents & Bordereaux
Automatic generation of quote, policy and bordereaux documents
Documents & Bordereaux
Automatic generation of quote, policy and bordereaux documents
Documents & Bordereaux
Automatic generation of quote, policy and bordereaux documents
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.