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Customer Management
A purpose-built CRM for insurance brokers — not a generic tool.
Full CRM for managing policyholders, contacts, and corporate fleet accounts. Track interaction history, documents, and policy timeline in one place.
Every customer gets a single timeline: quotes sent, policies bound, documents uploaded (CPR, vehicle registration, license), payments received, renewals due, and every SMS/email logged automatically. Corporate and fleet accounts are supported with multi-driver and multi-vehicle structures.
Individual, corporate & fleet
Three account types, each with the right fields and UI.
Document vault
Encrypted S3 storage for every customer document, searchable by type.
Interaction timeline
Every quote, call, SMS, email, payment and note — in chronological order.
Advanced search
Filter by CPR, phone, plate number, company, renewal month, agent — anything.
Works great with
Renewal Tracking & Alerts
Automated renewal reminders via SMS and email so you never miss an expiring policy. The renewal dashboard highlights upcoming, due, and overdue renewals at a glance.
Payment Verification
Track policy payments with online verification and proof-of-payment uploads. Support for bank transfers, Benefit Pay, and credit card processing.
Ready to see Customer Management in action?
Book a personalized walkthrough — no credit card, no pressure.