Done renting WinBEAT NEXT? Own the system your book lives in.

Each renewal records how far it has got, from untouched to quoted to bound, so the first job of the week is the one most likely to slip.

• check Everything expiring inside sixty days, heaviest premium with no client contact at the top
• check Quotes still out with an underwriter past the day terms were promised, counted in days
• check Cover that has run out but still reads as current, called out before anything else
• check Which underwriter is slowest to return terms, broken down by class

An insured is a single record with every policy and section beneath it, so a trading business's fleet, liability and property read together.

• check Insureds nobody has spoken to in half a year, ranked by what they pay
• check The clients each account manager looks after, and what shifts if one resigns
• check Endorsements kept with the date they started
• check Two clients with the same name are both shown, and you pick

Every claim step and every piece of advice is its own entry, and a check lists each file that falls short of the rules your licence answers to.

• check Open claims in order of how long the insured has waited for news
• check Claims lodged with an insurer and never acknowledged, insurer named
• check Placements from the past year with no advice file, listed in one question
• check Each check quotes the clause it rests on, such as in the Insurance Brokers Code of Practice

The book sits in plain records any tool can read, and it changes when you describe the change. No client money ever passes through it.

• check Brokerage earned by insurer and month, and commission booked but never paid
• check Schedules and claim letters produced in your own colours
• check A new field, stage or report added by asking in plain English
• check Open source, so there is no subscription to keep it running