From issuance to renewal, see exactly where every policy stands — across every insurer and product, in one place.
Stop reconciling insurer portals, PDFs and spreadsheets. Every policy you've placed — regardless of insurer or product line — sits on a single dashboard you can filter, search and act on instantly.
Every due date, endorsement and version is captured automatically, so a lapsed premium or an outdated policy copy never costs you a client again.
Flip between Active and Archived, then drill straight into what needs attention — renewals due this month, upcoming renewals, or policies already past their date. Every tab carries a live count, so nothing quietly piles up.
Track policies from every insurer and product line under one unified view.
Store policy copies, schedules and KYC securely against each record.
Log mid-term changes with a full version history for every policy.
See instalments and due dates so a payment is never missed.
Bring your existing book in via CSV or Excel with smart field mapping.
Policies move through issued, active, lapsed and renewed automatically.
Start free and import your entire book of business in minutes.