Features
Everything below is real and working — not a roadmap. Every screenshot is the real product, on real (demo) data.
Every renewal, one screen, soonest first.
The renewal runway shows your whole book sorted by urgency — green, amber, then a red zone under 30 days. Nothing waits for someone to remember it.
Replaces: the renewals spreadsheet and the sticky notes on the monitor.
Clients confirm their own details — from their phone.
A real, single-use link invites a client to check their turnover, headcount, and vehicles before you go to market. Whatever they change is highlighted for you automatically.
Replaces: weeks of phone tag chasing basic details.
Compare quotes, recommend one, and the letter writes itself.
Every quote gathered for a renewal sits side by side, the premium change from last year shown honestly. Recommend one and Redline drafts the letter from your own template, filled in with the real numbers.
Replaces: retyping the same recommendation letter by hand, every time.
Map a form once. Fill it in forever.
Upload any fillable PDF an insurer sends you and map its fields to your own client data one time. Every future submission for any client fills itself in — only the genuine gaps are left to type.
Replaces: retyping the same business, vehicle, and driver details onto form after form.
Ask a real question, get a real answer.
“Which clients are at risk this month?” — answered instantly from your own live data, never a guess. Every drafted chase and letter already works the same computed way, from your own real numbers.
Replaces: digging through the dashboard by hand to answer a question you could just ask.
It checks whether insurers actually paid you.
Import a real statement and Redline checks it against what your own policy data says you're owed. Underpaid, missing, or unexpected — three honest buckets, with a query email drafted in one click.
Replaces: manually checking insurer statements line by line — or not checking them at all.
Everything the regulator asks for, already filed.
A real document library with full-text search, four regulator-standard registers, and periodic file checks pre-filled from real data. No panic week before an audit.
Replaces: a shared drive of half-organised PDFs and a scramble every audit.
Claims that go quiet get chased automatically.
Every open claim sits in one list, flagged the moment it's gone 14 days without an update. One click drafts the chase to the insurer.
Replaces: a claims spreadsheet nobody remembers to update.
A new van doesn't become an uninsured one.
Record a mid-term change and Redline drafts the instruction to the insurer immediately, tracking it through to confirmation and flagging anything stuck for more than 5 days. It's remembered automatically at the next renewal, too.
Replaces: a sticky note that becomes a gap in cover.
One list of exactly what needs you today.
Overdue tasks, renewals with nothing drafted yet, approvals waiting, and clients gone quiet — one flat, prioritised list, in order. The owner sees the whole book; everyone else sees their own day.
Replaces: a notebook, three browser tabs, and a guess at what's most urgent.
Everyone sees only what they should.
Account executives see their own clients; only a manager or owner can approve a recommendation letter — enforced on the server, not just a hidden button.
Replaces: everyone sharing one login, or guessing who's allowed to send what.