Home/Industries/Insurance
Insurance software for underwriters, brokers and agents
Quotes, policies, claims, agents’ commissions and renewals on one system. Customers buy and claim from their phones, and your team stops chasing paper forms.
What the system covers
Quotes and policies
Price a cover, issue the policy and send the certificate, online or through an agent.
Claims
Customers report a claim with photos from their phone, and every step is tracked to payment.
Agents and brokers
Each agent sees their customers, sales and commission, with payouts worked out for you.
Renewals
Reminders go out on WhatsApp, SMS and email before a policy lapses.
Customer portal and app
Policies, documents, payments and claims in one place for the customer.
Reports
Premiums written, claims ratio and renewals by product, branch and agent.
One system, a clear screen for each person
Underwriting
Prices covers and approves policies within set rules.
Claims
Works through claims with photos, notes and approvals in one file.
Agents
Sells, renews and tracks commission from a phone.
Management
Sees premiums, claims and growth by product.
Packages
Three ways to start
Every package is quoted for your business after a short discovery call. Pick the one closest to where you are.
Broker
An insurance broker or agency.
- Customers and policies
- Renewal reminders
- Commission tracking
- Reports
Underwriter
Products sold through agents and online.
- Everything in Broker
- Online quotes and policy issue
- Claims with photo uploads
- Customer portal
Group
Several products, branches or companies.
- Everything in Underwriter
- Customer mobile app
- Links to accounting and payment partners
- Custom integrations
Questions we are asked most
Can customers buy a policy online?
Yes. Customers can get a quote, pay and receive their certificate online, and the policy is recorded at once.
Can claims be reported on WhatsApp?
Yes. A customer can start a claim on WhatsApp or in the app, upload photos and follow its progress without calling the office.
Can it work out agents' commissions?
Yes. You set the commission rules per product and the system calculates what each agent has earned and what has been paid.
Can you connect it to NIID or other industry systems?
Where an industry database or partner offers an interface, yes. We confirm what is possible for each one before we start.
See it working for a business like yours
Tell us about your insurance business and we will walk you through what we would build.