Every policy, renewal and commission tracked.
We have built an insurance agency management system: one place for clients, policies, renewals and the commission due on each.
- Insurance agencies
The details generic software gets wrong.
Renewals that never slip
Every policy with its due date, and reminders to the client and the agent well before it.
Clients and families
Policies grouped by client and household, with documents attached.
Commission due and received
What is owed on each policy, matched against what was actually paid.
Teams and targets
Business, targets and payouts for every person who sells under the agency.
Products that fit.
Lead Management Software
This lead management software is a lighter tool than a full CRM.
View Retail and servicesInsurance Agency Management
Insurance agency management software for agents and agencies who sell policies of several insurers, often with sub-agents under…
View Business softwareCRM Software
Most CRM software for manufacturers and traders fails because it was designed around a generic sales pipeline.
View Business softwareHRMS and Payroll
This HRMS software runs attendance, leave and payroll for salaried staff, daily-wage workers, piece-rate workers and contract…
ViewThe parts that matter here.
Mobile app
Android and iOS apps for owners, sales staff, store keepers, technicians and employees: approvals, orders, stock scan,…
About this module Sales and serviceLead management
Collects leads from the website, WhatsApp, calls, exhibitions and the field team into one list, assigns them by area…
About this module Sales and serviceCRM
Keeps every customer's contacts, enquiries, quotations, orders, complaints and follow-ups in one record.
About this module Data, AI and integrationWhatsApp integration
Sends invoices, payment reminders, order status and reports on WhatsApp automatically through the WhatsApp Business API.
About this module Data, AI and integrationBI dashboards
Live charts of sales, collections, stock, production and cash, with drill-down to the entry behind each figure.
About this module Sales and serviceRenewal reminders
A due-date calendar for policies, contracts or subscriptions, with reminders to the client and the person responsible…
About this module Buying and sellingBrokerage and commission
Tags each sale or purchase to a broker or agent and works out commission by percentage, per unit or slab, on billing…
About this module PeopleExpense claims and reimbursements
Employees submit travel and expense claims from mobile with a photo of the bill.
About this module Sales and serviceSalesforce automation (visits, orders, tracking)
Mobile app for field salesmen: GPS check-in at each outlet, order booking, collection and visit notes, working offline…
About this moduleQuestions, answered.
Which Kreon products fit insurance agencies?
Lead Management Software, Insurance Agency Management, CRM Software, HRMS and Payroll. Each can be shaped to the way your business works, and they share the same records when used together.
In insurance agencies? Let us talk.
We will tell you, honestly, whether software can fix it. If it cannot, we will say so.