Brokernote is designed to help insurance brokers create consistent, professional schedules for their clients. By converting inconsistent, hard-to-copy, or underwriter-branded insurer schedules, whether they are PDFs, Word docs, or text files, into clean, editable formats, Brokernote eliminates the need for manual re-typing.
Key Benefits
Consistency
Maintain a unified brand look across all client documents. Whether a schedule comes from Insurer A or Insurer B, your client receives a document that looks like your brokerage's work.
Efficiency
Instantly convert complex insurer schedules into your preferred format. What used to take half an hour of frustration from copy-pasting and reformatting can now be done in just a minute.
Flexibility
Brokernote is designed to fit your workflow. You can export a fully formatted Word document to save in your document management system (like INSIGHT), or copy the content directly to your clipboard for pasting into broking systems like WinBEAT.
Supported Formats
We support a wide range of formats including PDF, Word (.docx), Rich Text (.rtf), and text files (e.g. from platforms like Sunrise).
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