Demo This is a scaled-down, working version of the end product, built for demo purposes. Nothing is saved or sent anywhere.
wollopit Broker Desk for insurance brokers ← Back to the overview

Live demo · Blueprint No. 3601

Renewals that run themselves. CoCs your clients grab.

Smart quote forms ask a plumber about hot works and a café about deep fryers, so underwriters get everything the first time. Renewals start themselves 60 days out and catch what's changed before claim time. Clients grab their own certificates of currency, request changes and lodge claims from their phone while disclosures and commissions get logged behind the scenes. Have a play: every button works.

  1. 01Check today
  2. 02Fill a quote form
  3. 03Run the renewals
  4. 04Grab a CoC
  5. 05Lodge a claim
  6. 06Reconcile commissions

This is the scaled-down version.

The real one is built around how your insurance brokerage runs: your classes of cover and occupation questions, your markets and renewal timings. It syncs with WinBEAT or Steadfast INSIGHT and sends submissions through the Steadfast Client Trading Platform. Signed declarations go through DocuSign, card payments through Stripe and premium funding through Hunter Premium Funding or IQumulate. Emails go out from Outlook or Microsoft 365 and commissions post to Xero or MYOB. It's hosted and looked after by the people who built it.

Talk to us about the real one →