Insurance broker software: policies, renewals and commission received

A broker earns from renewals. A policy that expires without a call is a client handed to a competitor.

Policies and renewals

• Each policy with the insurer, line, sum insured, premium and expected commission.
• An alert sixty days before expiry, and a renewal file with the quotes received from several insurers.
• A printed quote comparison for the client to choose from.

Endorsements and claims

Every change during the policy year is recorded as an endorsement with its premium change. Claims are followed from notification to settlement with the insurer's reference, so the client gets an answer without searching through messages.

Commission you can check

Commission received from each insurer is recorded against the policies it covers, and a report shows the gap between expected and received per insurer.

Your data stays with you

Bawabetna's program runs on the brokerage's own computers with the records encrypted with you, separate permissions for the owner, account executives, claims officers and the accountant, and it works without internet. You can import your data from your previous software and try the program free with no time limit before subscribing.