Less manual admin. Better Broking.

Instantly convert PDF schedules for input into WinBEAT / INSIGHT, Streamline your brokerage’s pre-renewal process, and use our Purpose-built AI for Australian insurance broking

Schedule Reformatter

Instantly converts PDF schedules for input into WinBEAT / INSIGHT

Watch a 1-min Demo here

Key Features:

Reformats PDF, DOCX, RTF or TXT schedules
Customisable output styling and format to align with brokerages branding
Produces output that can be inputted directly into WinBEAT, INSIGHT or iBAIS
Improves schedule consistency and readability for clients
Flexible access through web-app, fortix or API integration

Pre-Renewal Automation

Streamline your brokerage’s pre-renewal process

Key features

Bulk-process and follow up pre-renewals to meet your first notice requirements
Deliver a better client experience with professionally branded, easy-to-complete forms
Standardise the pre-renewal process across different renewals and brokers
Flexible configuration to suit the way your brokerage works

How it works

Import renewal information from your broker management system
Automatically assign and pre-fill email templates, questions and attachments
Send questions as a web form or fillable PDF, and collect and manage client risk data year on year
Lift response rates with simple forms and automated reminders

AI Assistant

Purpose-built AI for Australian insurance broking, not just a generic assistant

Key Features:

Your data stays onshore. Handle sensitive client information with confidence. Our AI runs on Australian infrastructure, built for local privacy expectations.
Sounds like your brokerage. Customise the tone and style of everything it generates, so client-facing content and documents matches your tone of voice and look.
Knows your business. Build a knowledge base the AI draws on, including schemes, wordings, and processes, so answers reflect how your brokerage actually operates.
Reliable, repeatable outcomes. Custom Routines turn your key workflows into consistent results every time, from claims and renewal reports to HR support, so any team member gets the same quality output.

Our commitment

Evolving with your brokerage while keeping your data onshore

Constantly innovating

We are working with Insurance brokerages around Australia to bring you the next generation of AI capabilities. Interested in trialing our upcoming tools? We would love to hear from you!

Australia-based AI

The Brokernote team, based in Melbourne, brings deep expertise in AI, machine learning, and software development. If you have a specific AI challenge, our experienced team can work with you to develop solutions to fit your needs. We ensure your data stays secure with our Australia-based AI.

Support at your fingertips

At Brokernote, we pride ourselves on prompt, attentive support. We'll respond quickly, and work closely with you to resolve your needs.