Insurance broker software: one app for clients, policies and renewals
Every client with its policies and their renewal dates, meetings and claim visits in one calendar, and what each client and each advisor brings in.
One example among many: one app adapts to any business that sells products or services.
How it fits
- Policies are services with their renewal period: monthly, quarterly, half-yearly or yearly
- 30 days before a renewal, the advisor gets a call in the calendar and an e-mail; one click renews or ends it
- Client meetings, calls and claim visits in one calendar, with the outcome and photos of each claim
- Every client on one page: contacts, policies, documents and the history of every call, meeting and claim
- A quote for every new policy, sent by e-mail, and a pipeline showing where each deal stands
- Finance and commissions: what every client and every advisor brings in, month by month
One app for every business
- Customers, calls, visits, quotes, orders, invoices and finance in one application
- Each person sees only what their role needs: advisors, managers, field team, reception, accounting
- Products, services, zones and VAT set up for your business, with your own names
The video, step by step
An insurance broker manages clients, policies and renewal dates. Client meetings, calls and claim visits are all in one calendar.
Every client has one page: contacts, policies, and the history of every call, meeting and claim.
Policies are services with their renewal period. Thirty days before a renewal, the broker gets a call in the calendar and an e-mail.
The catalogue lists the policies you place: health, fleet, liability, property or cyber, each with its renewal.
New policies start with a quote sent by e-mail, and the pipeline shows where each deal stands.
Finance shows what your clients bring in, month by month, with every cost and commission behind the result.
Tavalle. Built around the way your brokerage works.
Frequently asked questions
Will I be reminded before a policy renews?
Yes. 30 days before the renewal of a quarterly, half-yearly or yearly policy, the advisor in charge gets a call in their calendar and an e-mail, and renews or ends it in one click. Monthly ones renew on their own.
Can I follow the commissions of each advisor?
Yes. Every paid invoice earns its advisor a commission, from pending to OK to be paid to paid, and finance shows the result month by month.
Does the video show Tavalle in action?
Yes: it is the Tavalle application itself, with demo data dressed for an insurance broker. Your own policies, zones and users are set up during onboarding.
Other examples
Let's see if Tavalle fits your business
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- A 30-minute live demo on your own use case
- No commitment and no credit card
- A reply within one business day
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