Open the questionnaire that matches the call and fill it in while the client talks. You get E&O-ready notes to paste into your BMS, in the same format for everyone on your team.
14-day free trial, no credit card. We confirm your brokerage first. Most applicants get their login within one business day.
If each broker writes notes their own way, you find the gaps when a claim or complaint lands.
One broker writes a full record and another writes two lines, so the file depends on who took the call.
Brokers forget to record a declined coverage or an OPCF disclosure, and those are the notes you need when a client disputes a claim.
You type the same client details into the BMS by hand, call after call.
Your brokers ask the same questions on each call and end up with notes ready for the file.
Each line and transaction has its own form, so you don't skip a question mid-call.
Click Copy and paste the formatted notes into the client's activity log.
Record declined coverages, work through OPCF 44 and 49, and confirm who has authority on an estate file.
Sales, service and account managers all file their notes the same way.
It runs in your browser. Open a form and start the call.
Auto quote, home new business, address change or cancellation: each one has its own questionnaire.
Answer the prompts while the client talks. You see the notes update beside the form as you go.
Click Copy and paste into the client's activity log before you pick up the next call.
Use them on a policy from the first quote through mid-term changes to renewal.
Yes. You copy the notes with one click and paste them into the client's activity log in Applied Epic, SigXP, PowerBroker or any other BMS that takes pasted text.
We encrypt saved notes and host everything in Canada. We don't sell or share your data. While you fill in a form, most of what you type stays in your browser.
Yes. Invite your brokers by email and give each one a role (sales, service or account manager) so they see the tools for their job. One price covers every broker at your brokerage.
No. It runs in a web browser on a computer, tablet or phone. On live calls a laptop or desktop works best, because you can see the form and the notes side by side.
The trial runs 14 days and you don't need a credit card.
Joining a brokerage that already uses Notation Tool? Ask your manager to invite you instead of applying.