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Welcome to PolicyHub

Tue 21 October 2025

Bascule launches Agent ToolKit

Our agent toolkit provides your teams the tools they need at a click of a button

June 28, 2024Read more

All NewsProduct UpdatesDolor sit ametLorem Ipsum

Oct 11, 2025·Updates

Moratorium issued in Florida for Farm & Ranch

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vivamus interdum hendrerit ex vitae sodales. Donec id leo ipsum. Phasellus volutpat aliquet mauris, et blandit nulla laoreet vitae. Quisque ante dui, porta eu felis nec, scelerisque pharetra turpis.

Bascule Team

Nov 12, 2024·News

New agent tool released today, medical coverage calculator

Explore the latest developments in the shadcn/ui kit, including enhanced components and improved performance metrics. Stay ahead of the curve as we unveil features designed to boost productivity and creativity.

Bascule Team

Nov 13, 2024·Tutorials

Mastering the shadcn/ui kit: Tips and tricks.

Join us for an in-depth workshop where we will cover essential tips and tricks to maximise your use of the shadcn/ui kit in Figma. Learn shortcuts, best practices, and workflow optimisations from industry experts.

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Warnings & Alerts3

Update user authentication10 mins ago

Improved security measures and fixed login bugs

Farm & Ranchimportant

Update user authentication10 mins ago

Improved security measures and fixed login bugs

Equineimportant

Update user authentication10 mins ago

Improved security measures and fixed login bugs

Your Team

Bascule Underwriting · Insurance

A shared partner portal where sellers and the team work every record in one place

PolicyHub puts Bascule's policies, horses, quotes, claims and commission in one place for its agents and team, read live from FileMaker.

Customer portalFileMakerNext.jsSee our work with Bascule Underwriting

Fliteline · Travel and aviation
A customer portal on the operations system, with nothing re-keyed between them
Customers choose quotes, follow bookings and send documents in a portal fed by Fliteline's operations system, and what they send lands where the team works.
Customer portalFileMakerNext.jsSee our work with Fliteline
Your CRM
Pipeline
Leads
Companies
Email
Settings
LeadSearch
JHJo HardingOperations Director · Mid-sized manufacturerHot leadManufacturing120 staff
First touchLinkedIn adCampaignSpring campaignOwnerSam Patel
Every touch, in order
Clicked a LinkedIn ad12 days ago
Downloaded the white paper12 days ago
Opened two nurture emails8 days ago
Read the pricing page twiceYesterday
Asked for a callToday
Passed to sales with the full history. Call booked for Thursday.
Lead generation
Website visitors named, scored and handed to sales
Visits become named companies in the CRM, checked for fit and scored on what they read.
LinkedInLeadfeederPostHog
Your system
Overview
Orders
Quotes
Dispatch
Customers
Reports
Settings
Operations overviewSearch
Orders this week248
Awaiting approval17
On-time dispatch96%
Open quotes41
Orders by monthThis yearLast year
JFMAMJJASOND
Workload by team
Production72%
Dispatch54%
Finance38%
Dispatch is ahead of plan this week.
Latest ordersLive
ORD-1042Northfield LtdApprovedToday
ORD-1041Calder & SonsIn productionToday
ORD-1040Brightwater CoDispatchedToday
ORD-1039Halden GroupIn productionToday
ORD-1038Marsh LaneDispatchedToday
Marketing reporting
Every enquiry traced from first click to the sale
Sources carried into the CRM and followed to revenue, in one report both teams trust.
PostHog

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Case studies

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Our case studies go screen by screen through the systems we have built for clients. We share them privately, so our clients' details stay between us and the people thinking of working with us.

Case studies

Work we're proud of

A shared partner portal where sellers and the team work every record in one place

A customer portal on the operations system, with nothing re-keyed between them

Website visitors named, scored and handed to sales

Every enquiry traced from first click to the sale

All case studies

A website rebuilt for search and fed from the core system, from 47 pages in Google to 411

A 14-year-old legacy system moved to the web one module at a time, without stopping

A free online tool that turns a buyer's planning into a complete enquiry

A bespoke CRM with every enquiry in one inbox and an AI review on each lead

A content programme that turns one idea into twelve weeks of posts in the brand's voice

A brand finished, carried into every document and built into a design system in code

A legacy system moved to the web one area at a time, with the business still running

An online payment portal on the existing system, built to take over $70 million a year

Financial and regional reporting in Qlik, and the everyday reports built into the app

A brand refreshed and built into a design system the client's own team makes with

One website for customers and the partners who sell to them, on a CMS the team edits

A legacy system moved to the web one module at a time, without stopping the business

See the work in full