Tailored for specialist insurance customers
Made for policy, claim, enquiry, quotation and agent management.
Collaborate on everything
Edit alongside other staff on one central platform accessed via a web browser or app.
Communicate with your team
Leave status updates so everyone knows what is going on.
Store all kind of files
Upload attachments to the system and attach documents to customer files.
Change labels and categories easily through the backend system.
Create and manage reminders
Calendar with custom events and reminders for important items.
Reports using your data
We can create custom reports to break down figures or show agent performance.