Everything You Need to Manage Your Insurance Business

Powerful features designed specifically for insurance agents. Automate workflows, enhance client relationships, and grow your business with AI.

AI-Powered

Automatic Policy Data Extraction

Say goodbye to manual data entry. Simply upload policy PDFs, and our advanced AI extracts all the important details automatically.

  • Extract policy details, premiums, coverage, and dates automatically
  • Support for all major insurance providers and policy formats
  • Save 3+ hours daily on data entry tasks
  • 99% accuracy with machine learning improvements
AI Data Extraction
Client Management
Central Hub

Centralized Client & Policy Records

Keep all client information and policy details in one secure, organized platform. Access everything you need with just a few clicks.

  • Complete client profiles with contact info and communication history
  • Track all policies, premiums, and renewals in one place
  • Advanced search and filtering for quick access
  • Secure cloud storage with automatic backups
Never Miss a Renewal

Smart Renewal & Premium Calendar

Stay on top of every renewal and premium payment with intelligent reminders and a beautiful calendar interface.

  • Automatic reminders via email, SMS, and push notifications
  • Monthly calendar view of all upcoming renewals and premiums
  • Customizable reminder timing (7, 15, 30 days before)
  • Track payment status and follow-ups
Calendar View
AI Chat Assistant
AI Assistant

Intelligent Chat Assistant

Get instant answers to policy questions and client information with our conversational AI assistant.

  • Ask questions about specific policies or clients instantly
  • Get summaries of client portfolios and policy coverage
  • Find information faster than traditional search
  • Natural language queries for easy interaction
Sales Tools

Create Quotes & Manage Tasks

Generate professional quotations quickly and manage the entire client journey from quote to policy purchase and claims.

  • Create and send professional quotes in minutes
  • Compare multiple policies side-by-side
  • Track tasks for onboarding, claims, and renewals
  • Automated follow-up reminders for pending quotes
Quotations
Analytics Dashboard
Data-Driven

Client Insights & Portfolio Analytics

Make data-driven decisions with powerful analytics. Understand your portfolio and identify growth opportunities.

  • Visual dashboards showing portfolio performance
  • Identify cross-sell and up-sell opportunities
  • Track commission and revenue trends
  • Client segmentation for targeted marketing
Multi-Channel

Powerful Marketing Tools

Engage your clients with targeted campaigns across multiple channels. Send promotions, policy updates, and reminders seamlessly.

  • Send campaigns via WhatsApp, SMS, and Email
  • Template library for common communications
  • Schedule campaigns and automated messages
  • Track engagement and campaign performance
Marketing Tools

Ready to Transform Your Insurance Business?

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