CRM for Insurance Brokers & Agents South Africa

Insurance Broker CRM

Manage policies, track claims, automate renewals, calculate commissions, and grow your insurance business. Built for independent brokers, insurance agencies, and financial advisors in South Africa.

Features

Policy Management

Multi-insurer policies, coverage tracking, document storage, policy comparisons

Renewal Automation

Automated reminders, renewal workflows, quote generation, client notifications

Claims Tracking

Claims submission, status tracking, insurer communication, settlement monitoring

Commission Management

Automatic calculations, split commissions, payment tracking, performance reports

Pricing

Independent Broker: R75,000 - R150,000 | Small Agency: R180,000 - R320,000 | Large Brokerage: R420,000+

Free Consultation

Discuss your insurance brokerage needs.

Call +27 (0)81 811 4038