An agency system that gathers quotes from 12 insurers on one screen, collects premiums, tracks commission and never misses a renewal date.
Renewal rate: +28% · Account reconciliation: 15 minutes
For a single motor or health policy, agents logged into eight to ten insurer portals one after another to collect quotes. Premiums collected, card commissions and the entitlements due from each insurer turned month-end into days of reconciliation. And because customers whose policies were expiring were not reached in time, part of the book was lost every month.
The agency's daily work was brought onto one screen. Comparative quotes: every insurer is asked at the same time and a comparison table comes back in 90 seconds. Collection and accounts: the moment a premium is taken on the card terminal it is posted to the right policy and to the agency's commission - nothing is keyed in twice. Renewal reminders: for policies 30 days from expiry a renewal quote is prepared and sent to the customer by SMS or WhatsApp.
Preparing a quote went from 25 minutes to 90 seconds, and an agent's daily policy output tripled. Automatic renewals and cross-sell offers raised the share of the book retained by 28%. Month-end reconciliation with insurers went from days to 15 minutes.
Renewal rate: +28% · Account reconciliation: 15 minutesFacing a similar bottleneck? Let's review your process together in 15 minutes.
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