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AI Policy Schedule Creator for UK Insurance

Generate professional, FCA-compliant insurance policy schedules and summaries in seconds.

#fca compliance#uk business#underwriting#insurance
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Created by PromptLib Team
Published February 12, 2026
1,730 copies
4.3 rating
Act as an expert UK Insurance Underwriting Assistant. Your task is to draft a comprehensive Policy Schedule based on the following details: [CLIENT_DETAILS], [COVERAGE_TYPE], and [LIMITS_AND_EXCESSES].

Ensure the document adheres to UK insurance standards and includes the following sections:
1. Policyholder Information: Name, address, and business description (if applicable).
2. Policy Details: Policy number, period of insurance (start and end dates), and renewal date.
3. Schedule of Cover: Itemized list of sections (e.g., Public Liability, Employers' Liability, Professional Indemnity) with specific limits of indemnity or sums insured.
4. Excesses: Clearly defined compulsory and voluntary excesses for each section.
5. Endorsements & Subjectivities: Any specific clauses or conditions precedent to liability as defined in [ADDITIONAL_CLAUSES].
6. Premium Summary: Net premium, Insurance Premium Tax (IPT) at the current UK rate (12%), and total amount due.

Style Guidelines:
- Use professional, formal British English.
- Ensure the layout is clean with clear headings and bullet points.
- Include a placeholder for the Broker's signature and the Underwriting Agency's details.
- Add a 'Statement of Fact' disclaimer at the bottom regarding the duty of fair presentation under the Insurance Act 2015.
Best Use Cases
Creating a quick quote summary for a prospective client.
Generating a formal renewal schedule for an existing policyholder.
Standardizing the output of policy documents across a brokerage team.
Drafting complex commercial combined schedules with multiple subsections.
Converting handwritten surveyor notes into a structured digital schedule.
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