Client management for an insurance agent
The policy lives at the insurer, the renewal lives in the agent’s head, and the claim lives in a chat with the customer. At month end nobody can say which renewals closed and which never got a call.
Who it is for
For an agent or agency with several policies on the same customer: car, home, health, business. A poor fit if you sell one product and every renewal already runs inside a single insurer’s system.
Problems this page addresses
The renewal month is not on the customer
Three policies end in three different months. The agent remembers the car and forgets the home, because there is no single list by date.
A claim with no link to the policy
The customer reports damage. The notes stay in WhatsApp, and at the next renewal nobody sees that a claim was still open.
The same lead from two sources
The same person left details on the site and arrived through a referral. Two cards, two calls, no proposal.
What you get
A customer card with policies
Each cover sits under the same person: type, insurer, end date, and renewal status.
A renewal list for the month
The agent sees what ends in the next thirty days, who already had a call, and who still has no proposal.
A claim recorded on the policy
Report, missing document, and closure sit on the cover. The next renewal includes that history, not a search through chat.
Common questions
Why not stay inside the insurer’s system?
The insurer’s system sees its own policy. An agent with several insurers and several covers on the same customer needs one place for renewal and claim, without logging into each company.
How do you choose what goes into the first release?
Start with one month of renewals, for one cover type. Claims and new leads join after that monthly list is actually in use, not after a demo.
Can the agent update after a meeting in the field?
Yes. After a visit at a home or a business, what was offered and what the customer declined is logged from the phone, before the details are forgotten on the way back.
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