Insurance Agency Management
Insurance agency management software for agents and agencies who sell policies of several insurers, often with sub-agents under them. It holds every client, policy and renewal date in one register. What it gets right are the two places an agency loses money: the renewal nobody followed up and the commission that was never paid in full.
Agency owners, Insurance agents and advisors, Sub-agents, Back-office staff, Accountants
Web and Android
Built for the way your trade works.
Built around the renewal date and the commission statement, the two things an agency loses money on. Suits agents and agencies selling policies of several insurers, with a team or sub-agents under them.
Clients grouped by family, with every member's policies in one view
Policy register across life, health, motor and general insurance
Renewal calendar with reminders to client and agent before the due date
- Commission due on each policy matched against commission actually received
- Sub-agent and team business, targets and payouts
- Policy copies, KYC papers and proposal forms attached to the client
- Claim follow-up tracker with status and pending documents
- Leads and cross-sell list: clients with no health or term cover
- Birthday and anniversary greetings by WhatsApp
A day's work, in order.
Add the family
A client is entered with family members, KYC papers and existing policies.
Log the policy
Each new policy is recorded with insurer, premium, due dates and expected commission.
Chase renewals
The renewal calendar reminds agent and client ahead of each due date.
Match the commission
Insurer commission statements are checked against what each policy should have paid.
Pay sub-agents
Each sub-agent's business is totalled and the payout is worked out.
Follow up claims
Open claims are tracked with status and the documents still pending.
7 modules, one set of books.
Each module writes to the same records, so stock, production and accounts never disagree.
CRM
Keeps every customer's contacts, enquiries, quotations, orders, complaints and follow-ups in one record.
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 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 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 Data, AI and integrationMobile app
Android and iOS apps for owners, sales staff, store keepers, technicians and employees: approvals, orders, stock scan,…
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 moduleIndustries it serves.
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ViewQuestions, answered.
Can I see all policies of one family together?
Yes. Clients are grouped by family, so one screen shows every member's life, health, motor and general policies. It also shows gaps, such as a family with no health or term cover.
Does it work if I sell for more than one insurer?
Yes. The policy register is common across insurers and across life, health, motor and general business. You do not need a separate sheet for each company.
How does it catch short-paid commission?
Each policy carries the commission due on it. When the insurer pays, the amount received is matched against the policy, and the difference shows up where less came in or nothing came at all.
Can I track the business my sub-agents bring?
Yes. Each sub-agent's policies, targets and payouts are tracked separately. You see the whole agency's business and what is owed to each person under you.
Does Insurance Agency Management work on mobile?
Yes. It runs on Web and Android, so people on the floor, in the field or on the road work on the phone while the office works on the full screens.
Can Insurance Agency Management be changed to fit how my business works?
Yes. Kreon builds and supports it, so screens, reports, approvals and rules are shaped to your process. Tell us what is different about the way you work and we will show you how it fits before anything is built.
See Insurance Agency Management working.
Book a demo and we will walk you through it with examples from your own trade, then tell you plainly what would need to change for your business.