The end-to-end platform for MGAs & brokers.

One record from submission to bordereaux. No more rekeying, no more spreadsheet rating, no more month-end clean-up.

See how it works
The Platform

Finally, a single source of truth.

Bertie is one platform that does it all. Built for complex needs, but simple to use.

01 · Rate

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.

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02 · Document

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.

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03 · Report

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.

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Quote From Anywhere

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.

Rating Builder: Comm. Property
INPUT

Property Value

LOOKUP

Construction Risk Table

FORMULA

(Base Rate) * (Risk Factor)

OUTPUT

Final Premium

Offline Mode: Synced
Proof, Not Promises

What Aspect saw, in numbers.

Real results from a real MGA. The outcomes speak for themselves.

Case study01

0%

less

time spent on operations

Bertie saved 50% of operations time for Aspect, opening up space for revenue-generating opportunities. It's a total game-changer.

CP

Chloe Pettitt

COO, Aspect Labs

Case study02

0×

faster

quote-to-bind

Our quote-to-bind speed is 3× faster. The ability to quote complex risks offline and bind instantly has transformed our broker relationships.

OW

Oli Williamson

CUO, Aspect Labs

Case study03

Zero

re-keys at month-end

Month-end reporting used to take days. With Bertie, our carrier bordereaux are 100% accurate and generated on demand. Our carriers are happier than ever.

KS

Klaudia Sosnowska

Deputy CEO, Aspect Labs

Introducing Bertie Agents

The next era of (re)insurance.

Your always-on team of AI agents. They live inside Bertie — running your workflows, underwriting, and ops — so the work happens even when you aren't at your desk.

Bertie Agent

Running your workflows while you sleep

Bertie Agent

Surfacing custom data insights instantly

Bertie Agent

Handling underwriting & ops

Bertie Agent

Spinning up new products

And control everything — from your phone.
Month-end is closer than you think

Month-end bordereaux in one click.

Twenty minutes with Bertie and we’ll show you what month-end looks like without the scramble. No slides. Just Bertie, and your team's real workflow.

Read the Aspect story
Live in production
Built on Lloyd's standards
Onboard in 2 weeks