Assured Conveyancers
A quoting system that looks great and works even better
How self‑managed configuration, polished UX, and personal support turned setup into a brand lift for clients and introducers.
At a glance
Firm: Assured Conveyancers
Focus: Making work with conveyancers simple, transparent, and productive
Why change: Deliver a better client service and a quoting experience that reflects the brand
Chosen for: Self‑managed configuration, elegant and intuitive UI, and responsive, personal support
Who we spoke to: Jerry Catmull, Director
The Assured Conveyancers Story
Assured Conveyancers is a specialist residential conveyancing practice focused on making every stage of a move simple, transparent, and productive. Day‑to‑day, the team supports buyers and sellers directly while working closely with a network of introducers (estate agents, mortgage brokers, and other referrers). In that model, the quote is often the first impression—so it has to be fast, accurate, and on‑brand, and it needs to hand off cleanly into instruction and case progression without extra admin.
To deliver that experience, Assured wanted a platform the team could configure themselves from fees and templates to small workflow tweaks—while still having real people on call when questions arise. They also cared deeply about the look and feel of the system so that clients and introducers would experience the same polish they associate with the Assured brand. InTouch ticked all three boxes: self‑managed configuration for everyday changes, a modern UX that elevates the brand, and responsive, personal support when needed.
“You can self-manage a lot of changes but now and then, when you need to speak to someone to clarify a query, it’s important to us to know they are always available with a positive and professional attitude.”
With InTouch, Assured Conveyancers has achieved outstanding results including:
Brand up, friction down: a clean, modern interface that clients and introducers consistently praise.
Fast improvements without tickets: teams self‑manage day‑to‑day configuration changes.
Confidence in delivery: responsive, personal support when questions arise.
Quoting that reflects the firm: a polished experience that aligns with Assured’s service promise.
One place for everything
With InTouch, Assured brings quoting, intake, and matter management into one place.
Self‑managed setup: the team can tune templates, fields, and workflows without waiting in a queue.
Consistent experience: the same quality and clarity for the internal team, clients, and introducers.
Scalable foundations: configuration that evolves as volumes and partnerships grow.
“Our internal team, clients and external network of introducers are always impressed with not only the functionality and how easy the system is to use, but how good it looks.”
Spotlight: a system that elevates the brand
Quoting isn’t just a number. It’s the client’s first impression. Assured uses InTouch to present pricing and next steps within a clean, on‑brand experience that’s easy to navigate. The result: higher confidence from clients and introducers and a smoother path from enquiry to instruction.
“Our Source of funds form used to be extremally lengthy, regardless of the complexity of the transaction, each client was presented with the same form. Now we can tailor the form to the transaction so each individual client and case are met with a simpler form with fewer questions. This leads to less for us to review, making the experience better for both sides”.
Life after go‑live
Teams move faster: most changes handled in‑house; call on support only when needed.
Clients & introducers feel the polish: the UX matches the quality of service.
Brand strengthened: the software experience reinforces how Assured shows up in the market.
“Our internal team, clients and external network of introducers are always impressed with not only the functionality and how easy the system is to use, but how good it looks.”
“What has impressed me most is the level of personal support available from Marvin, Dale and the team.”