Industry
Insurance Agencies & Brokers
Quote, bind, renew, and stay in touch.
Manage leads, policies, renewals, documents, and client communication from one place.
What you get
- Lead management
- Quote & policy tracking
- Renewal reminders
- Document management
- Client communication
- Commission reports
Platform key features
What the platform includes for this industry, module by module.
Insurance Agency Platform
22 featuresCustomer & Policyholder Management
Policyholders, households, contacts, and history
Lead & Prospect Management
Enquiries, sources, and prospects through to the sale
Policy Management
Policies, coverage, endorsements, and effective dates
Quote Management
Quotes, comparisons, and their status per prospect
Renewal Tracking
Upcoming renewals, lapses, and retention risk
Claims Tracking
Claim status, documents, and customer updates
Appointment Scheduling
Reviews and consultations, per agent
Automated Renewal Reminders
Timed notices before each renewal and payment date
Customer Communication
Messages, updates, and a record of every exchange
Email & SMS Notifications
Confirmations, reminders, and campaign sends
Document Management
Policies, declarations, and claim documents in one place
Digital Forms & E-Signatures
Applications and endorsements, signed online
Commission Tracking
Commissions per policy, agent, and carrier
Billing & Invoicing
Premiums, instalments, and statements
Payment Processing
Card, ACH, and recurring premium payments
Agent & Staff Management
Agents, books of business, permissions, and targets
Follow-Up Automation
Quote follow-ups, cross-sell prompts, and win-backs
Sales Pipeline / CRM
Stages, activity, and forecast across the book
Marketing Campaigns
Campaigns, segments, and attributed new business
Customer Review Management
Reviews, ratings, and satisfaction trends
Sales & Performance Reports
Written premium, retention, and performance per agent
Multi-Office Management
One account across offices, with per-office books and reporting
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Ready to Run Your Business Smarter?
Bring your business tools, customers, payments, marketing, and operations together in one platform.