INSURANCE BROKER SOFTWARE

Insurance broker software.
Built around you.

Clients, prospects, renewals, claims, documents and reporting. Connected records, configurable presentations and practical automation give your team more room to look after clients.

Explore the features ↓

Your brokerage. Your own instance. Supported by HBK Solutions.

THE BROKERAGE, IN VIEWPB

A clearer view of
your brokerage.

01Clients & prospectsRelationships, records and follow-ups
02Policies & renewalsNew business and ongoing servicing
03Tasks & claimsOwnership, priorities and next steps
04Finance & reportingInvoices, commission and GWP

Purpose-built for independent insurance brokers.

BUILT AROUND THE WAY BROKERS WORK

Risk presentation → Insurer submission → Quotation → Cover → Documents & invoice

SMALL TEAM. SPECIALIST KNOWLEDGE.

Software for independent
insurance brokers.
Built for specialist risks.

When a risk needs a proper conversation, a one-size-fits-all process can get in the way. Policy Builder is designed for independent insurance brokers, particularly those working with specialist risks.

Reduce repeated data entry across spreadsheets, documents and disconnected applications. Information collected for a presentation can support the quotation, policy, documents and financial administration that follow, helping your team work from a more consistent record.

Sole tradersSmall brokeragesGrowing independents

THE TOOLS BEHIND THE BROKING

Client, policy and claims management
for your brokerage.

From the next prospect call to the next renewal.
Practical features for the whole team.

01

Clients & prospects

Build a useful record of the people and businesses you work with, before and after they become clients.

  • Customer and contact records
  • Prospect status and next contact dates
  • Notes, documents and products of interest
02

Policy administration

Handle new business and the servicing work that continues throughout the life of a policy.

  • Risk presentations and insurer submissions
  • Quotations, covering letters and cover
  • Renewals and mid-term adjustments
03

Tasks & follow-ups

Make it clear who owns the next action, when it is due and what it relates to.

  • Assigned users, due dates and priorities
  • Tasks linked to prospects, policies and claims
  • Follow-up and chase tasks
04

Claims management

Keep claim information and the work around it connected to the wider client relationship.

  • Claim records and status
  • Internal notes and insurer-facing notes
  • Claim follow-ups and resolution
05

Documents & finance

Bring correspondence and financial paperwork into the policy record.

  • Document and letter templates
  • Invoices, credit notes and statements
  • Customer correspondence and documents
06

Reporting & oversight

Look beyond individual policies to understand activity across your brokerage.

  • GWP, commission and policy overview reports
  • Task and productivity reporting
  • Operational SLA and reconciliation reports

Configuration, enabled features and any third-party services are agreed as part of your setup. We’ll show you the relevant areas in your demonstration.

YOUR WORKING DAY, IN VIEW

An insurance broker dashboard
that puts work in context.

Review new business, renewal activity and policy statuses from a central dashboard. Move from the wider picture to the client and policy work that needs attention.

Reporting brings policy and business information into view, helping your team identify outstanding work without assembling it from separate spreadsheets.

CLIENT RECORDS AND POLICY SERVICING

Keep policy information
and next actions together.

Access the policy presentation, supporting documents, correspondence and tasks from the policy list. Assigned tasks help your team keep track of ownership, due dates and follow-ups.

New business, renewals and mid-term adjustments sit within the same operational environment, so the detail stays connected as the policy changes.

A CONNECTED POLICY JOURNEY

From presentation to paperwork.

Prepare the risk presentation, manage the insurer submission, produce the quotation and letter, progress to cover, and handle the documents and invoice. Each stage sits within the wider tools your brokerage uses every day.

Risk presentation → Insurer submission → Quotation & letter → Cover → Documents & invoice

Supplier quoting API availability is limited. Insurer connections and any specific integrations should be discussed during your demonstration.

CUSTOMER EXPERIENCESIMPLY COMMERCIAL

DEVELOPED THROUGH EVERYDAY USE

How Simply Commercial
uses Policy Builder.

Policy Builder has evolved through day-to-day use at Simply Commercial, with practical brokerage requirements shaping its development.

From preparing quotations to managing amendments, documentation and finance, the platform connects work that would otherwise sit across separate records and applications.

Customer case study · final approval pending

Less repeated administration

Reuse customer and risk information across connected processes.

More than straightforward policies

Handle specialist commercial requirements and the detail of fleet changes.

Operational experience shapes development

Real amendments, renewals and financial transactions inform ongoing refinement.

FLEXIBILITY WHERE IT MATTERS

Policy administration, renewals
and fleet changes.

Shape the information you collect.
Keep related administration connected.

Configurable presentations

Create and manage product presentation question sets around the information each risk requires. Adapt the questions you ask as products and requirements change.

Fleet and policy changes

Support vehicle additions, removals and other mid-term adjustments, connecting policy changes with the associated documents and financial records.

Renewals prepared for review

Automatic renewal generation gives administration teams a starting point to review and progress, helping them focus on the client conversation and placement.

CONNECTED TO THE WIDER BUSINESS

Accounting and communication integrations

Existing QuickBooks integration and Mailgun and Mailjet options help connect accounting and communications with policy administration. Availability and configuration are discussed during your demonstration.

INSURANCE BROKER REPORTING AND FINANCE

Understand the business
behind the policies.

Review financial activity, policy metrics and GWP.
All screenshot figures are hidden.

Software views prepared from supplied screenshots. Customer identifiers and financial information have been hidden.

DOCUMENTS AND CUSTOMER COMMUNICATION

From policy information
to client-ready documents.

Quotation letters, policy documents and correspondence
connected to the records they belong to.

Access documents associated with a policy.

Example output with customer information hidden.

LET’S START WITH YOUR BUSINESS

How to get started with Policy Builder.

01

Show us how you work

Tell us about your team, the risks you place and where administration slows you down.

02

Explore the software

Walk through Policy Builder with HBK and discuss how it could fit your brokerage.

03

Plan your setup

Agree the scope, configuration, training and commercial terms before moving forward.

THE BROKER’S NOTEBOOK

Ideas for a better-run brokerage.

ARTICLES COMING SOON
WORKFLOW

When spreadsheets start holding your brokerage back

Keeping client and policy work manageable as your business grows.

Planned article
OPERATIONS

A clearer journey from presentation to placement

Where structure can help without losing the personal approach.

Planned article
GROWTH

Giving a small team room to grow

Practical processes that make knowledge easier to share.

Planned article

STRAIGHT ANSWERS

Insurance broker software: your questions answered.

What it does, who it suits,
and what to discuss with HBK.

What is Policy Builder?+

Policy Builder is cloud-hosted software supplied by HBK Solutions for independent insurance brokers. It brings together client and prospect records, policy administration, tasks, claims, documents, invoicing and reporting.

Who is Policy Builder designed for?+

It is aimed at small independent insurance broker businesses, including sole traders, small teams and growing brokerages, particularly those handling specialist risks.

Does Policy Builder manage renewals and mid-term adjustments?+

Yes. Policy Builder includes renewal handling and mid-term adjustment functionality alongside new business administration. A demonstration can cover how these areas fit your servicing process.

Can we manage prospects and follow-up tasks?+

Yes. Prospect records include status, next contact dates, notes and documents. Tasks can be assigned to users with due dates and priorities, and linked to prospects, policies or claims.

What reporting is available?+

The platform includes reports covering GWP, commission, policy overview and status, tasks, productivity, operational SLAs and reconciliation. HBK will confirm the reports included in your proposed setup.

Does Policy Builder connect to every insurer?+

No. Supplier quoting APIs are limited and Policy Builder does not provide comprehensive insurer connectivity. Discuss your insurer panel and any required connections with HBK before deciding whether the system is suitable.

Does each brokerage have its own system instance?+

Yes. Each broker business operates in its own instance of Policy Builder, keeping its data separate from other broker businesses.

Can we control what different users can access?+

Policy Builder includes user permissions that control access to system areas and available actions. The permissions for your team can be discussed during configuration.

Does Policy Builder guarantee regulatory compliance?+

No software can guarantee your brokerage’s compliance. Policy Builder supports organised records and consistent administration; your firm remains responsible for its regulatory obligations and procedures.

How do setup, training and pricing work?+

HBK starts with a demonstration and a discussion of your workflows, users and requirements. Configuration, training, support, subscription pricing and any onboarding charges are agreed before implementation.

BEHIND POLICY BUILDER

Insurance software by HBK Solutions.

Talk to HBK about Policy Builder and the wider website and marketing support available for your brokerage.

Explore HBK website and marketing services ↗

YOUR NEXT CHAPTER STARTS HERE

More time for the work
that wins business.

See how Policy Builder could fit your brokerage.

LET’S TALK POLICY BUILDER

See it working
for your brokerage.

A demonstration starts with your team and the way you place business.

HBK Solutions will use your details to respond and arrange a demonstration. Read our Privacy Notice. Please do not include policyholder or sensitive personal information.

SIMPLY COMMERCIAL · CUSTOMER EXPERIENCE

Connected administration.
Practical experience.

Policy Builder was developed to address a familiar challenge for smaller brokers: managing more business while keeping the administration manageable.

The challenge

Quotations, policy changes, renewal preparation, invoices and documentation create related work. Managing that work across spreadsheets, Word documents and email can mean repeated data entry and separate records to reconcile.

The approach

HBK developed a connected platform, then refined it through everyday brokerage use. Customer and risk information can be reused through the policy lifecycle, with financial administration and documents linked to the business they concern.

Built for the complications of real business

Mid-term adjustments and fleet changes affect more than the policy itself. Policy Builder brings the related records, documents and finance processes into the same operational environment. Configurable presentations support differing product information requirements.

Oversight and continued development

Reporting helps managers review activity and outstanding work. Structured records, sanctions-check records and audit information support oversight and compliance reviews, while the brokerage retains responsibility for its regulatory obligations.

Development continues to be guided by operational experience and customer requirements, including opportunities for further integration.

Case study prepared from the supplied customer account. Final customer approval is pending. Performance figures and estimated savings are not published.

Actual Policy Builder screen. Customer and financial data hidden for privacy.