Everything an insurance agent or agency needs to grow — in one app.
Easily track leads, clients, and policies all in one place.
Automated reminders help you secure renewals on time, every time.
Manage follow-ups efficiently to close more deals faster.
Coordinate your team seamlessly for better results.
Access all your data and tools anytime, anywhere from your mobile device.
Boost your revenue by suggesting additional policies to your customers.
Clients can log in through the app to view policy details, manage renewals, and switch agents as needed.
Send broadcast messages and push notifications to teams and clients daily to keep everyone updated.
Receive policy renewal alerts via email, push notification and WhatsApp to never miss an update.
Add and store notes on leads and clients to keep all customer interactions organized and accessible.
Renewal reminders trigger automatically based on premium mode — monthly, quarterly, half-yearly, annual or one-time.
Clients receive push and WhatsApp reminders 1 month, 15 days, and 1 day before policy renewal.
Start free and put every one of these benefits to work for your agency in minutes.