Policies & renewals
Co-insurance shares, premium and commission worked out for you, renewal drafts in bulk, and reminders sent before cover lapses.
Clients, policies, renewals, claims, accounting and NAICOM returns, with self-service portals for your clients. Every branch, every desk, one source of truth.
Replace the spreadsheets, the separate accounting package and the folder of renewal reminders.
Co-insurance shares, premium and commission worked out for you, renewal drafts in bulk, and reminders sent before cover lapses.
Individual and corporate clients with KYC, leads and opportunities, and a full history of every policy and claim.
Log claims against live risks, track them with the insurer and keep the client informed at every step.
Debit notes, receipts, commissions, remittance to insurers, journals, trial balance and financial statements.
Clients see their policies, renew online and download certificates, without calling your office.
Email, SMS and WhatsApp from one inbox, with templates, newsletters and a log of everything sent.
The controls your regulator and your board expect, working quietly in the background.
Start free, and move up as your team grows. Every plan includes the core platform.
Independent brokers & agencies · 1-10 staff
Growing brokerages · 11-50 staff
Multi-branch & group brokerages · 51-200, 200+ staff
Core platform: Clients, leads & opportunities · Policies, endorsements & renewals · Claims tracking · Invoices, receipts & payments · Commissions & remittance to insurers · NAICOM returns · Client & corporate self-service portals · Email, SMS & WhatsApp · Roles, departments & approvals. Compare plans in detail
Pick your web address and get a ready workspace with your roles, chart of accounts, insurers and products already set up.
Import clients and policies from spreadsheets, or explore with demo data first. Growth and Enterprise teams get help importing.
Invite your team, switch on SMS and email, and start renewing, invoicing and filing from one place.