Insurance broker demo: 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.
Back to Insurance broker software: one app for clients, policies and renewalsVideo transcript
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.
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