Underwriting Quote Engines and Document Generation Programs for Lloyd's Brokers and Coverholders
“A simplified and streamlined approach”
We design and build cost-effective Microsoft Excel-based programs using VBA (Macros), suitable for Lloyd's Brokers/Coverholders, Scheme Brokers and Underwriting Agencies/Managing General Agents (MGA's) that hold Binding Authorities with Insurance Carriers.
We have experience working for some of the largest Lloyd's Brokers, and we are entrusted by our clients’ to deliver to the highest of standards every time.
Do you have a specialist insurance scheme or product under a delegated binding authority or lineslip?
Do you produce and issue your own quotes and policy documentation on behalf of Insurers?
Are your current processes long-winded and outdated, and do your documents look unprofessional?
Are you frustrated by how long it takes to produce a bordereau?
If so, an all encompassing program from InsureDoc could be the solution for you!
We work closely with you to create the most practical program for your needs based on your insurance product. We can combine multiple documents in to one integrated seamless document - saving you time and money.
Choose from a variety of options to suit you. Go all out and build in your rating matrix and defined underwriting criteria, or simply go for a streamlined version incorporating a Contract Certain Quotation and Policy Documents.
Take the boredom out of bordereau’s - if you need your bordereau process taken care of, we can build that in to our programs too.
You have the freedom to include any number of documents, examples of which could comprise the following:
- Full Quote Engine (matrix/underwriting guide)
- Internal Quote/Rating Sheet & Rationale
- Statement of Fact/Proposal Form
- Contract Certain Quotation
- Market Reform Contract/Firm Order Slip/Closing
- Policy Schedule
- Policy Wording
- Endorsements
- Compulsory Certificates - Employers’ Liability or Motor
- Insurance Verification/To Whom It May Concern Letter
The documents we produce are Microsoft Excel macro-enabled files, rather than an integrated software or cloud-based product.
“Simply better documents”
We know a fair bit about insurance, nearly 25 years to be exact, which helps when it comes to producing contract certain documents in a timely fashion. Coupled with our experience in Visual Basic Applications (VBA), we are the perfect partner for all your Excel spreadsheet related insurance needs.
We find that many Brokers and MGA’s are more concerned about ‘getting the business on’ rather than worrying about the quality of their documents and the speed in issuing to policyholders. After all, it can take a great deal of time and effort with most standard practices.
That’s where we are different. Our programs are built to speed up this process and reduce errors often arisen by re-keying data by staff. Why should you have to key in the information more than once?
With the click of a button, all your policy documentation is taken care of and then it’s a simple case of being electronically issued without the unnecessary need to print and post.
“Passionate about doing it right”
Benefits
Save time
Training and support
Market and TCF compliant
Benefit from our know-how of the Lloyd’s and London markets with documents approved by the Industry.
Grow your business
Equipping you with the tools you need to succeed
- Various insurance classes catered for such as Commercial Combined, Stand-alone Liability, Contractors All Risks, Property Owners, Motor Fleet, Motor Trade and Professional Risks
- Branded and tailored specific to your company and insurance product
- Professional looking documents helping you win and retain business
“I have used similar systems in the past, but this is certainly the best of them all. It brings efficiency to a new level of simplicity.”
Underwriter, MGA
“I have experienced first-hand the efficiency of Adam Frangella-Cramp’s programs and how much slicker the process is when underwriting each risk. Under our Motor Fleet in-house facilities this makes a huge difference as all the information is one place and cuts out so many errors as you only have to type everything once! We can also get documentation out much quicker”
Phil Kirby, DA Motor Underwriter
“Everything is so quick and easy and saves me so much time. Hopefully I never have to go back to working the old way”
Account Manager, Lloyd's Broker
“Let's excel together”
Program pricing
Explore the most practical and cost effective solution specific to your company’s needs. These are guide prices only; please contact us for a tailored price based on your particular requirements.
Standard
From £3,000 + VAT
Perfect for Lloyd's Brokers with a prior-submit Lineslip or Binder
* includes set up costs and unlimited changes throughout the year
(fee reduces for subsequent years)
Intermediate
From £6,000 + VAT
Perfect for Lloyd's Brokers with a limited authority Binder
* includes set up costs and unlimited changes throughout the year
(fee reduces for subsequent years)
Premium
From £7,500
+ VAT
Perfect for Lloyd's Coverholders / MGA's with full underwriting authority
* includes set up costs and unlimited changes throughout the year
(fee reduces for subsequent years)
Get in touch with us
We’d love to hear from you. Complete the form or use the links below and we’ll get back to you.
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