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Software & platforms

Insurance Agency Software

Renewals nobody forgets, commissions that reconcile.

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Agency revenue is renewals, and renewals are a calendar problem. Add commission reconciliation across insurers and you have the whole business in one system.

How we scope it

We start by mapping the process as it actually runs, exceptions included, because the exceptions are usually why the packaged product did not fit. That produces a build order — what is costing you now goes first — and an estimate we are willing to be held to.

If the honest answer is that an off-the-shelf product would serve you better, or that this does not need building yet, we will say so. That conversation costs us a project occasionally and saves the relationship every time.

What is included

  • Policy register with renewal reminders
  • Commission tracking across insurers
  • Client documents and claim follow-up
  • Agent hierarchy and payout statements

Locally

Insurance Agency Software by city

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Need insurance agency software?

Tell us what you are trying to achieve. We will tell you what it would take — including if we are not the right fit.

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Where we work

582 cities across 19 countries.

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