Everything an agency needs, nothing it doesn't
Renewals, CRM, commissions, documents and follow-ups — built specifically for insurance agents and agencies.
Renewals
Every policy you save automatically gets reminders scheduled at T-90, T-60, T-30, T-15, T-7, T-3 and T-1 days. The renewal cockpit shows due, upcoming, renewed and lost in tabs.
Client CRM
Every client gets a profile with active policies, claims, family members, documents, and a chronological interaction timeline.
Commissions
Model exactly how each insurer pays. Percentage, fixed, slab, renewal bonuses — per insurer, per policy type, per agent.
Documents
Upload once, attach to client or policy, and access from any device with secure signed URLs.
Calendar & reminders
A single timeline that merges renewal due dates, birthdays, anniversaries and scheduled follow-ups.
Agent productivity
Agents move fast through their day with quick-call, log-and-schedule, and assigned-to-me lists.
Never miss a renewal — ever
Every policy you save automatically gets reminders scheduled at T-90, T-60, T-30, T-15, T-7, T-3 and T-1 days. The renewal cockpit shows due, upcoming, renewed and lost in tabs.
- Auto-scheduled multi-touch reminder series
- Pipeline tabs: Due 7d · Due 30d · Renewed · Lost
- Lost-renewal recovery list with reasons captured
- Renewal assignment to a specific agent for accountability
Renewals
The full client picture, at a glance
Every client gets a profile with active policies, claims, family members, documents, and a chronological interaction timeline.
- Individuals & companies, with family-head linkage
- Notes, calls, emails, meetings — captured per client
- Quick-call action for any client phone number
- Birthdays and anniversaries surfaced in the dashboard
Client CRM
Commission rules without spreadsheets
Model exactly how each insurer pays. Percentage, fixed, slab, renewal bonuses — per insurer, per policy type, per agent.
- Percent · Fixed · Slab · Renewal bonus
- Per-insurer and per-policy-type rules
- Agent overrides with priority resolution
- Payout tracking with status (pending → paid)
Commissions
Policy PDFs, KYC, RCs — all in one place
Upload once, attach to client or policy, and access from any device with secure signed URLs.
- Encrypted private storage
- Attach docs to a client, policy or claim
- Audit trail on every upload and download
- Bulk upload during onboarding
Documents
Renewals, birthdays & follow-ups — in one calendar
A single timeline that merges renewal due dates, birthdays, anniversaries and scheduled follow-ups.
- Birthday & anniversary reminders 7d / 1d / day-of
- Color-coded by event type
- Filter by agent or by client
- Click any event to jump to the source record
Calendar & reminders
Built for daily operations
Agents move fast through their day with quick-call, log-and-schedule, and assigned-to-me lists.
- One-tap call from any client record
- Log a conversation in seconds with a follow-up date
- ‘Assigned to me' tasks on the dashboard
- Mobile-friendly forms for the field
Agent productivity
Role-based access
Admin, manager, agent, viewer.
Multi-agency
Run multiple branches in one tenant.
Reports & exports
CSV any view, any time.
Audit logs
Who did what, and when.
Bring your agency operations into one platform
Renewals, commissions, documents, follow-ups — all in one CRM built for insurance agents.