BertieInstantlyQuoted,InstantlyBound.
The offline-first platform that handles everything. From dynamic rating and document generation to instant bordereaux.
Finally, a single source of truth.
Bertie is one platform that does it all. Built for complex needs, but simple to use.
Dynamic Rating Engine
Build, test, and deploy anything from simple flat-rate to complex, multi-variable rating schemes with our visual node builder. Update rates live, anytime.
Docs, Invoicing & Recs
Generate quotes, schedules, policy docs, and invoices the second a risk is bound. Automate payment matching and reconciliation. End-to-end admin, solved.
On-Demand Bordereaux
Stop the monthly reporting scramble. Generate 100% accurate risk and premium bordereaux for your carriers instantly, in any format, at any time.
New Add-On: Automatically ingest and quote submissions direct from your inbox with Bertie AI.
Truly offline-first.
No signal? No problem. Bertie's powerful rating engine runs 100% offline on your desktop. All quotes, documents, and data sync instantly when you're back online.
Native apps for MacOS, Windows & Linux. iOS, Android & Web coming soon.
Property Value
Construction Risk Table
(Base Rate) * (Risk Factor)
Final Premium
Don't just take our word for it.
50%
Reduction in ops time
"Bertie saved 50% of operations time for Aspect, opening up space for revenue-generating opportunities. It's a total game-changer."
Chloe Pettitt
COO, Aspect Labs
3x
Faster quote-to-bind
"Our quote-to-bind speed is 3x faster. The ability to quote complex risks offline and bind instantly has transformed our broker relationships."
Oli Williamson
CUO, Aspect Labs
100%
Bordereaux accuracy
"Month-end reporting used to take days. With Bertie, our carrier bordereaux is 100% accurate and generated on demand. Our carriers are happier than ever."
Klaudia Sosnowska
Deputy CEO, Aspect Labs
Ready to transform your workflow?
See how Bertie can eliminate your re-keying, automate your document flow, and give you back your time.