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Inside the Latest Schedule Reformatter Update

Frank Ziegler
Frank Ziegler

15 September 2025

In the world of insurance, efficiency is often measured in moments. It’s the time saved on a repetitive task, the removal of a small point of friction, or the extra bit of confidence you have in your tools. We recognise this, and our product philosophy is built on a foundation of continuous, practical improvement.

With that in mind, we’re pleased to share details about the latest update to the Brokernote Schedule Reformatter—a release focused on making your daily workflow smoother and more dependable.

A Noticeable Boost in Performance

We know that working with large, complex documents can sometimes feel like a test of patience. Our engineering team has focused heavily on optimising the processing engine to make it more robust and efficient.

With this new update, you'll notice a significant improvement in how the Reformatter handles all documents, especially the larger ones. Schedules now process more reliably and at a much faster pace. This isn't about reinventing the wheel; it's about making the wheel turn more smoothly, reducing processing delays and giving you back valuable time in your day.

A Simple Change for Greater Peace of Mind

Have you ever uploaded a document and had a fleeting moment of doubt? "Did I just upload the correct schedule?" It’s a common hesitation that can interrupt your flow. To address this, we’ve introduced a thoughtful, new feature: the In-flight PDF Document Preview.

Now, when you process a PDF document, a small thumbnail preview instantly appears on screen. It’s a simple, clear visual confirmation that you’re working on the correct file. This small addition provides immediate certainty for our most commonly used document type, allowing you to proceed with confidence and eliminating the need to second-guess your actions.

Expanding Compatibility: Supporting INSIGHT Workflows

We're always looking for ways to ensure Brokernote fits into the broader industry landscape. To that end, this update introduces a new export option that creates a smooth pathway for users of INSIGHT.

You can now download a Word document specifically formatted for seamless use with INSIGHT, removing manual reformatting and creating a clean hand-off between platforms. It’s a key step in making Brokernote more versatile and connected across the entire industry.

Our Commitment to Practical Improvements

This update is part of our ongoing commitment to listening to your feedback and refining the Brokernote platform. By focusing on real-world performance, adding practical features like the PDF preview, and improving compatibility with key industry tools, we aim to make your job easier, one update at a time. We hope you find these enhancements valuable in your daily work.

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