Broker fees on their own line, paid on signing
The premium as quoted, your fee and its tax as their own lines, and the fee or premium paid on signing into your own Stripe or PayPal account.
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Brokers use QuoteCloud to show the broker fee on its own line with tax, separate from premiums as quoted, and to take a payment on signing through Stripe or PayPal into the brokerage's own account, from the Essentials plan. QuoteCloud doesn't hold client money, run a trust account or arrange premium funding.
A sample recommendation from a fictional brokerage for Lantern Lane Café: an annual premium of $3,745.00 as quoted, a broker fee of $330.00 plus $33.00 tax, a total of $4,108.00 and $363.00 paid on signing, then the co-owner's signature with the broker fee paid through Stripe.
The premium moves, your fee stays on its own line
Try it as Wiremu would on his phone: choose another insurer or tick personal accident, and the premium changes. Your broker fee, the tax on it and the amount paid on signing stay where the client can see them.
Premiums are shown as quoted by each insurer, typed in by your team or sent by your broking system. The fee is your own line, with a note saying what it's for, so it isn't buried in a total.
- Broker fee as its own line, with tax
- Premiums as quoted, per insurer
- Paid on signing: the fee, the fee and premium, or nothing
Price tables and payments: Essentials and up
How the comparison worksYour options, side by side
Annual premiums for 12 months from 1 Nov 2026
| Cover | Alder & Finch Recommended | Corvane | Marrowbank |
|---|---|---|---|
| Public liabilityAny one occurrence · $20m | $1,420 | $1,365 | $1,510 |
| Tools & portable equipmentNationwide · $25,000 | $760 | $810 | $720 |
| Stock in the vanCable, fittings and switchgear · $8,000 | $230 | $210 | $260 |
| Optional covers Tick to add | |||
| +$980 | +$1,040 | +$935 | |
| +$410 | +$450 | +$395 | |
| +$140 | +$120 | +$150 | |
| Excess on tools claims Choose one | |||
| $250 | $300 | $500 | |
| $1,000−$110 | $1,000−$95 | $1,500−$120 | |
| Annual premiumAs quoted | $3,390.00 | $3,425.00 | $3,425.00 |
- Annual premium · Alder & Finch InsuranceAs quoted, including tax and statutory charges
- $3,390.00
- Tallowmere broker feeFor arranging and managing the cover
- $250.00
- Tax on the broker fee
- $25.00
- Total
- $3,665.00
- Paid on signing · broker feeInto Tallowmere's own PayPal account
- $275.00
Premiums as quoted by each insurer, including tax and statutory charges. Sample figures.
Three payment settings, chosen per document
Set what the client pays when they sign, recommendation by recommendation. Payments go to the Stripe or PayPal account your brokerage connects.
Sign only
No payment on signing. Fits when the insurer collects the premium and you invoice your fee the usual way, like the Nakamuras' home and contents.
Broker fee on signing
The client pays your fee and its tax as they sign, a fixed amount set in the document. The premium is paid through your normal process.
Fee and premium on signing
The full amount on signing, for brokerages whose own rules allow them to take premiums this way. Check your rules first: QuoteCloud runs no trust account.
What changes when the fee arrives with the signature
The jobs around a broker fee, as most brokerages do them today and once QuoteCloud is in place. No statistics: just where the work goes.
Put your broker fee on its own line
Free for 14 days, no credit card required. Connect Stripe or PayPal and send a recommendation with the fee paid on signing.
Paid, recorded, and passed to your accounts
The document history shows the moment the client signed and the fee was paid. A Zapier Document Payment Event can pass the payment to your accounting system or broking system from the Essentials plan.
Xero and QuickBooks Online connect natively on the Business plan, and otherwise through Zapier. Payments go to the Stripe or PayPal account your brokerage connects. QuoteCloud doesn't hold client money, run a trust account or arrange premium funding: check your own rules before taking premiums on signing.
- Signed and paid in the document history
- Zapier Document Payment Event (Essentials and up)
- Xero and QuickBooks: native on Business, otherwise via Zapier
Activity
- Recommendation openedLena Moretti
- Corvane General chosenInsurer 2 of 3
- Acknowledgement completedForms block · 2 of 2 ticked
- Signed by both co-ownersCertificate of authenticity attached
- Broker fee paid$363.00 via Stripe
- Your broking system updatedThrough Zapier, if you set it up
Lantern Lane Café · TI-Q-2241
The broker fee, paid the evening they signed
Lena and Josh signed after closing and paid the $330 fee plus tax through Stripe. Sample figures, fictional business.
Broker fee and payment questions
Can the broker fee be shown separately from the premium?
Yes. Put your broker fee on its own price-table line with tax and a note on what it covers, separate from the premiums you show as quoted by each insurer. When the client chooses another insurer or adds a cover, the premium changes and the fee line stays as you set it. Price tables are on Essentials and up.
Can clients pay the broker fee when they sign?
Yes, from the Essentials plan. Connect Stripe or PayPal and set a payment on signing as a fixed amount, a percentage or the full amount. The client pays by card or PayPal as they sign, into your brokerage's own account, and the payment appears in the document history.
Can we take the premium on signing too?
You can set the payment on signing to the full amount, premium and fee. Payments go to the Stripe or PayPal account your brokerage connects. QuoteCloud doesn't hold client money, run a trust account or arrange premium funding, so check your own rules before taking premiums this way.
Does QuoteCloud do instalments or monthly premium plans?
No. QuoteCloud takes one payment on signing and nothing after it: no instalments, monthly plans, payment reminders or automatic billing. If a client pays by the month, arrange that with the insurer or your premium funder as you do today, and say so in the recommendation's wording.
How does the payment get to our accounting system?
Xero and QuickBooks Online connect natively on the Business plan, and otherwise through Zapier. With Zapier, the Document Payment Event can create a record in your accounting or broking system when the client pays. Zapier is available from the Essentials plan, with a fee per document created through Zapier or the API.
More for insurance brokers
Every page of the QuoteCloud insurance microsite.
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Disclosures, acknowledgements & signersYour own disclosure wording locked in place, the client's acknowledgement ticked in the document and every director's signature.Explore
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Broker recommendations & quote comparisonsSeveral insurers' options side by side, your recommendation marked, and the client's choice signed in the same document.Explore
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Broking system, CRM & accounting integrationsYour broking system through Zapier, Make or the API, premiums sent in by the API, and signed recommendations passed back.Explore
- SME business insurance packsLiability, property, business interruption and glass as one pack, with add-ons and excess options the business owner chooses.
- Trades & contractor insurance quotesPublic liability, tools and personal accident quotes a tradesperson reads on their phone, signs on site and pays the broker fee on.
- Apartment & property insuranceBuilding sums insured, last year's terms beside this year's and a recommendation the committee members sign.
- Fleet, motor & cyber quotesVehicle schedules, limits and sub-limits laid out clearly, with optional covers and the specialist's notes in one document.
- Home, contents & personal linesHome and contents options with excess choices and add-ons a household compares, ticks and signs from their phone.
- Renewal packs & re-quotesExpiry dates, the Expiring Soon list, last year beside this year, and renewal packs bulk-sent to the clients falling due.
- Underwriting agencies & risk consultantsQuote summaries an agency sends to brokers, and risk review proposals a consultant prices and gets signed.
- Insurance templatesReal QuoteCloud insurance proposal, coverage summary and policy agreement templates to start from.
- QuoteCloud implementation for brokeragesYour recommendation template, disclosure wording, fee settings and renewal routine set up, and the account team trained.
- FAQAnswers to the questions brokers, underwriting agencies and risk consultants ask most.
Your fee on its own line, paid when they sign
Free for 14 days. No credit card required.