Client overview
Every client’s file, ready when they call.
Vantel files each document under the right client as you upload it, so the policy, last year’s quotes, and the wording the market quoted on are in one place, and you can ask questions across all of it.
Client overview
Sample
9 documents filed
B
Brenner Industrietechnik GmbH
Policy file · 1 line of business
Liability 2027
Brenner_Tender.pdf
RFQ
Quotes, 7 documents
5 insurers
Liability 2026
Brenner_Liability_Policy_2026.pdf
Expiring policy
Recent placements
Liability renewal 2027
5 insurers
Ask a question
What is the deductible for general liability on the expiring policy?
Answer
EUR 75,000
each occurrence, damages
only.
Brenner_Liability_Policy_2026.pdf
p.6
Ask about this client
No one creates a client by hand
The file builds itself.
Upload what arrives. Vantel reads who it is for, files it, and keeps the whole programme in one view.
Filed as you upload
Vantel reads the insured’s name from a quote, policy, or submission and files the document under that client. A new prospect appears the moment you upload their first document.
The whole policy file, by line
Documents are grouped by line of business, with filters for carrier, line, type, and year, so last year’s wording is never a search.
Duplicates flagged
A document that looks like one already on file is flagged, with who uploaded the other copy, so two colleagues do not keep separate versions of the same wording.
Last year’s placement, one click away
Recent placements lists the comparisons run for the client, so last year’s liability comparison is there when the renewal comes round.
Ask the file
Ask it the way you would ask a colleague who has read it.
The answer comes from this client’s documents only, and it comes with references. Click one and the source opens at the cited page, with the passage highlighted. If a question is ambiguous, Vantel asks you to narrow it first.
Across the policy, the quotes, and the wordings
Every answer carries its references
Nothing outside this client’s file
Ask a question
Brenner Industrietechnik GmbH
Sample data
Answers come from this client’s documents only.
Which of the quotes excludes the USA and Canada?
Which quote writes back cyber cover for software malfunction?
Who does not offer the aggregate deductible we asked for?
Which of the quotes excludes the USA and Canada?
Lakeshore. Its quote carves out products supplied to, or for use in, the USA and Canada. Geneva and Halberg cover them at EUR 10m, Nordhaven at EUR 12m, and Kestrel at EUR 5m.
Lakeshore_Quote_Brenner_2027.pdf
p.9
Ask about this client’s file…
Wording library
Sample data
Search wording library…
Nordhaven_Bedingungen_2027.docx
Nordhaven Versicherung
·
Liability · 2027
Attached to the offer
Geneva_General_Liability_Wording_2026.pdf
Geneva Insurance Europe
·
Liability · 2026
Attach
Kestrel_Products_Wording_2025.pdf
Kestrel Specialty
·
Products liability · 2025
Attach
Halberg_Commercial_Combined_2026.pdf
Halberg Mutual Europe
·
Property · 2026
Attach
Attached from the library, so there is nothing to upload or process again.
The wording library
Markets quote on the same wording again and again.
Your firm’s shelf of insurers’ wordings, grouped by carrier and searchable. Attach one to a market’s offer in a click instead of uploading it again, and the column is ready as soon as the quote has been read.
Grouped by carrier, newest first
Found by name, carrier, or line
Attached without uploading again
At renewal
Next year starts with this year’s file.
1
The wording is already there
The incumbent’s wording is on the client’s file and in the library, so nobody asks for it again.
2
The scorecard is one click away
The checklist you refined during this placement is saved, ready to apply to the next one.
3
The comparison is under recent placements
Open last year’s review as it stood, and start this year’s from it.
Questions brokers ask
