Individual and corporate clients with contacts, KYC documents, policies and payments in one file.
Clients
and KYC
and KYC
Insurigent is software for insurance brokers. It keeps your clients, quotes, policies, claims, premiums and commission in one system. Your whole team works from the same records.
Insurigent is a web app for general insurance brokers. You use it to track prospects, onboard clients, request quotes from insurers, record policies, run claims, and track premiums and commission.
Each client has one file. Each policy has one record. Quotes, documents, payments, claims and messages are all saved on the record they belong to.
Your staff sign in with their own accounts. Each person sees the work that belongs to their role.
A client and their policies move through five steps. Each step is recorded with a date and an owner.
Add a prospect to the pipeline. Record calls, notes and follow-up dates. Mark the lead as won or lost.
Create the client file and upload KYC documents. Management approves the client. After approval, changes to the client's details also need approval.
Email a quote request to several insurers from the app. Record each insurer's quote on the policy and compare them side by side.
Bind the quote the client chooses. The policy becomes active. Taxes, levies and commission are calculated. Renewal comes up about 60 days before expiry.
Log the claim and its documents. Send it to the insurer by email. Record the offer, the discharge documents and the settlement.
All features share the same records. A client, policy, insurer or payment is entered once.
We set up the app with you and load your existing records.
We give you a demo of the app.
Send your clients, policies, open claims and balances as spreadsheets. We import them.
Your Finance team checks premium and commission outstanding against their records.
We train each role and support you through your first month-end.
Email us to arrange a demo.