24/7 SUPPORT AND CONSULTING
24/7 SUPPORT AND CONSULTING
Manage policies, automate renewals, track commissions, and grow your book with a CRM designed for insurance brokers in Pretoria, Johannesburg, and Cape Town.
Track all client policies (life, short-term, medical, commercial). Store policy documents, track premiums, monitor coverage changes.
Automated reminders 90, 60, 30 days before renewal. Email & SMS notifications. Never miss a renewal opportunity again.
Complete client profiles with policy history, claims history, family members, birthdays. Cross-sell and upsell opportunities.
Track commissions from multiple insurers, reconcile monthly statements, generate commission reports, forecast income.
Generate quotes from multiple insurers, compare coverage, track quote status, convert quotes to policies seamlessly.
Log claims, track status with insurers, follow up automatically, maintain claims history for better client service.
1,200 clients, R18M premium book
Missed renewals costing R2M annually, manual commission reconciliation, no visibility into client policies.
Custom insurance CRM with renewal automation, commission tracking, client portal, and mobile app.
One-time development