Insurance
Insurance Brokerage Software
Policies, receipts and renewals, late instalments by each cover type's terms, balances for clients, insurers and salesmen plus the agency's commission — with PDF statements sent on WhatsApp.
- Who it's for
- Insurance offices, brokers and policy agents
- How it runs
- Online in any browser, or a Windows program that runs with no internet
- Languages
- Arabic and English
- Currencies
- Dollars and lira together
What's inside the Insurance system
15 sections on one database: what you record on one screen shows across the rest at once.
Why the Insurance system
What actually makes the difference in this trade, not a generic feature list.
Never miss a renewal
An expiry screen showing what has lapsed and what is about to, sorted by urgency — so you call the client before the policy ends, not after.
Every balance adds itself up
Each client's, insurer's and salesman's balance, plus the agency's commission and what is left to collect — straight from the policies and receipts.
Instalments by cover type
Each cover type has its payment terms (a share upfront, then monthly instalments) and the system chases what is late. Motor policies carry plate details; medical ones carry member numbers.
A statement on WhatsApp
A PDF statement for any client over a period you choose, sent on WhatsApp, with files attached in each client's folder.
Questions about the Insurance system
Does it warn me before policies expire?
Yes. The expiry screen lists what has lapsed and what is about to, by urgency, so you call the client before the policy ends.
Does it work out the agency's commission?
Yes. It works out the agency's commission and what remains to collect, alongside client, insurer and salesman balances.
Is there an offline version?
Yes, a Windows program that runs with no internet and updates itself, or an online edition that opens in any browser.
Try it before you decide
Tell us about your business and we send you a private demo link on WhatsApp, with sample data, to open on a PC or a phone.