Software for insurance agencies

Insurance agency software for the office and for visits to clients

At an insurance agency every policy has a term, and the approach of its end is the main reason to get back in touch with the policyholder. Insurance agency software has to remember those dates so the agent does not have to, keep every agent's meetings on one schedule and show how much money went through the office.

An agent inspects the property on site

Some meetings happen outside the office: before a policy is issued, the agent drives out to look at an apartment or a car. The staff app runs on Android or iOS, so the agent checks today's plan on the go, opens the meeting details and, right after the visit, adds to the client card what was inspected and what was agreed. The app can be installed on a personal phone, so there is no need for a separate device for field visits.

A policy is about to expire

Ahead of the renewal season, the agency sends a mailing to the people it concerns, while a short personal message to one person goes out straight from their client details. The client picks a time for the renewal consultation through online booking, and a fixed-time reminder the day before the meeting arrives at an hour when the person is likely to read it. The report on sent messages shows where the credits were spent.

If a consultation is moved, the client is notified of the change right away, and the agent sees the new time in the app. When one family insures both a car and an apartment with the agency, the client card, with its record of past visits, tells whoever picks up the conversation who has already spoken to them and about what, even if different agents handled those meetings.

A questionnaire before the first conversation

So the agent does not spend half the consultation on questions, a pre-visit survey collects the details in advance: what exactly the person wants to insure and which documents they plan to bring. The agent reads the answers before the meeting and arrives with options already prepared. After the meeting, another survey asks whether the terms were explained clearly. When each questionnaire goes out is decided in mailing planning.

What comes in and what the office spends

Every payment the agency receives, cash or cashless, is entered as a cash document under an income category, and office rent or advertising goes in as expenses. The cash history lists every operation account by account, and the financial position report gives each register its opening balance, receipts and payments out, so the end-of-day count at the office has a figure to be checked against. Insurance is part of the solutions for the automotive sector, and working from the staff app is covered in a separate guide.