Insurance Suite
Insurance CRM
Policies, renewals, quotes and client profiles.
Insurance Quotes & Profiles
Quote generation tied to client risk profiles
Insurance Applications
Track applications from submission to issue
Renewal Care
Annual review and policy renewal reminder workflows
Policies
Once cover is in place, track the active policy and every claim made against it in one place
Claims
Register a claim straight from the policy, then track it through to paid — with documents attached along the way
Commissions
A running report of what you're owed for policies sold — paid, pending and any clawbacks
Quick Quote & Profiler
Two calculators for working out a premium before you create a formal quote — a fast single-person quote, or a full family risk-gap review