CRM for an insurance agency

The agency worked on a system that no longer fitted how it operated: client data, offers, policies and commissions were scattered, and every insurer has its own policy numbering and commission rules. On top of that, IDD regulations require a documented needs analysis for every sale.

A system built from scratch around the agency's real process: the client record is the single source of truth for offers and policies, the offer comparison ranks insurers, and renewal reminders and commission settlements run automatically in the background. The needs analysis is built into the sales flow, and clients can fill in a survey on their own phone.

Agents work in one place instead of several, and owners see offers, sales and commissions across the whole company. The paperwork IDD requires is produced as part of the work, not as a separate chore.