Guided questionnaires for quoting, new business, and policy changes. Each call becomes clean, E&O-ready notes you paste straight into your BMS - consistent across your whole team.
14-day free trial · No credit card · We confirm your brokerage and email your login, usually within one business day.
When every broker documents differently, the gaps are where claims and complaints live.
Some calls get a full record, others get two lines. There's no consistent standard across the team.
Declined coverages and OPCF disclosures get missed, exactly what comes back to bite you later.
The same client details get keyed into the BMS by hand, call after call.
The right questions every time, and notes that are ready for the file.
The right questions for every line and transaction, so nothing gets skipped during the call.
Auto-formatted notes. Click copy, paste into the client's activity log, and you're done.
Declined-coverage records, OPCF 44 and 49 workflows, and estate-of authority checks built in.
Sales, service, and account managers all document the same way, every single time.
No setup, no installs. Open the form and start talking to your client.
Auto quote, home new business, address change, cancellation, there's a questionnaire for it.
Answer the prompts on the call. The notes panel writes itself in real time.
One click copies fully formatted notes. Paste into the client's activity log and move on.
Covering the full lifecycle, from first quote to mid-term changes and renewals.
Yes. Notation Tool generates fully formatted notes and copies them to your clipboard with one click. Paste them into the client's activity log in Applied Epic, SigXP, PowerBroker, or any other system.
Saved notes are encrypted, and everything is hosted in Canada. We never sell or share your data. Most form work stays in your browser during the call.
Yes. Invite your brokers by email and assign roles, sales, service, or account manager, so each person sees the tools relevant to their work. Every broker on your brokerage is included in one price.
No. Notation Tool runs in any modern browser and works on desktop, tablet, and phone. For live calls, a laptop or desktop is best so the form and notes panel are visible side by side.
Give your brokerage one consistent, E&O-ready way to take down every client call.
Employees: ask your manager to invite you, you don't need to apply.