Keep everyone aligned without extra admin
We use our platform and integrations to speed up submissions, certificates, and updates for both clients and broker partners. Use the platform when it helps, or stay on your preferred process—we adapt.
- Faster requests and document handoffs
- Shared status for certificates, renewals, and approvals
- Broker-led visibility with flexible involvement
- Platform-first or standard process—your choice
Platform focus areas
Choose the standard platform, request a custom build, or integrate into the systems you already use.
Standard Platform
Core workflow for certificates, renewals, approvals, and document handoffs.
Custom Platform
Bespoke workflows, reporting, and data capture tailored to how your team works.
Integrations
Connect to project systems, broker platforms, or document control as needed.
What the platform does
Workflow tools and integrations that keep certificates, updates, and documentation moving.
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Collects requests, certificates, and supporting documents.
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Tracks renewals, approvals, and changes with shared status.
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Connects to project or broker systems when it helps.
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Adapts to your process with platform-first or standard workflows.
What it does not do
Workflow-only by design. It keeps documentation moving, not money or claims.
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No premium payments or financial transactions.
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No storage of bank or card details.
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No claims lodgement or settlement.
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No policy binding or issuance as an insurer.
Platform support for brokers and clients
Choose the level of tooling that suits each project. We can work inside your existing process or develop a bespoke platform support when it helps.
For brokers
Shared visibility and construction-focused support that strengthens your client service.
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Submissions, certificates, and changes without extra admin.
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Broker-led visibility with flexible involvement levels.
For clients
Clear updates and responsive documents without asking you to change how you work.
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Faster document handoffs and status updates.
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Certificates, renewals, and approvals in one view.
Integrations, join the waitlist
We are opening a limited waitlist for early integration access.
Built to keep workflows simple while expanding how data moves between teams.
Early access waitlist
We are preparing integrations that connect project systems, broker platforms, and document control tools without changing your core workflow.
- Priority onboarding as releases open.
- Roadmap visibility and scope confirmation.
- Guided setup with our team.