Track clients, policies, expiry dates and commissions in one place. In 15 minutes we'll show how to renew 30% more policies — without Excel and manual date tracking.
Never miss a renewal again — the system tracks every expiry date for you.
Free · No commitment · Tailored to your portfolio
Used by insurance brokers and agents across Serbia
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We'll show you how to manage your portfolio in 15 minutes.
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If you keep clients in a notebook, policies in Excel and remember deadlines from memory — this is your daily life:
An average broker with 200+ clients misses renewal for 12–15 policies a year because there's no system. Each lapsed policy = lost commission + a client who goes to the competition. Yearly loss: €3,000–€8,000.
Without a unified profile, you don't know the same client has auto, life and property insurance. You don't see the cross-sell opportunity — but the competition does, and they call before you.
You count from statements, Excel sheets, in your head. You don't have an exact view of what's collected, what's pending, what's been lost. Revenue planning is impossible — everything is a guess.
Meetings and calls aren't logged systematically. When the client calls after 3 months — you have no idea what you talked about. You look unprofessional — and that costs.
The previous agent left and took contacts in their head. The new one has nothing to start from. The firm loses months while the new agent builds a portfolio from scratch — when you could have had everything in the system.
Without reports, the manager doesn't know who sells which product, where the portfolio is growing or declining. Decisions are based on impression — not data. That costs.
A system built for how agents and brokers work. From first contact to policy renewal — everything in one system.
Each client has a complete card: personal data, all active policies with expiry dates, renewal history, all quotes, all contacts and meeting notes.
The system tracks each policy's expiry date and sends reminders: to you 30, 14, 7, 3 and 1 day before — and automatically to the client (email/SMS).
Every policy has a tracked commission, billing status and agent. On the dashboard you see: total commission this month, what's collected, what's pending, how much each agent earned.
Every call, meeting, email and quote sent is logged with the client. When the client calls after 6 months — open the profile and in 5 seconds you know the full context.
The system automatically flags clients who only have one type of insurance — those are your cross-sell opportunities. One click — you send a personalized offer.
Which agent has the highest conversion? Which insurance type generates the most? What's the portfolio in euros? How many policies expire next month? All on one screen.
From morning portfolio overview to automatic client reminder — everything in one system.
Open the system, see all policies expiring this week, clients to call and quotes awaiting an answer. Priorities are clear — you start calling, not trying to remember.
30 days before expiry the system emails the client with a renewal offer. 7 days — SMS. 1 day before — you get a notification to call. No policy lapses.
Each closed policy automatically logs its commission. At month-end — one click and you know exactly how much you earned, what's pending, how much you've grown.
Dashboard: "23 clients only have auto insurance — offer them life or accident." One click — you send a personalized quote. Average portfolio growth: 18%.
No months of implementation. No learning complicated systems. We set everything up, you start earning more.
We show you the system using your examples — your clients, your policies, your portfolio.
We import clients and policies from Excel. We configure insurance types, commissions, reminders.
Quick team training (2 hours). Access setup for each agent. Everyone ready to work.
The system runs. First reminders go to clients. Portfolio is under control — no policy can lapse.
Yes. The system is fully customizable — non-life (auto, property, liability), life, travel, agricultural, voluntary health. You choose categories and fields you need.
30 days before expiry the client gets an email with a renewal offer. 7 days — SMS. 3 and 1 day — you get a notification. You can configure frequency to your needs.
Yes. Each agent sees their portfolio. Manager sees everything — portfolios, commissions, performance. The system is in the cloud, accessible from any device.
Price depends on the number of agents and portfolio size. For a solo broker it starts from less than the commission on a single auto policy. You'll get an exact quote during the demo.
We import your clients and policies from Excel or your existing system. The process takes 1–2 hours for an average portfolio. No manual entry — everything ready to go.
The demo is free. The first 30 days — trial period without contractual commitment. If you're not satisfied, just say so. No penalties, no questions.
In 15 minutes we'll show how every policy can be renewed on time, how to sell more through cross-sell and how to know exactly how much you earn each month.
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