Package Builder

Turn raw premiums into polished packages your clients will actually choose.

Build custom insurance packages combining covers, add-ons, and pricing tiers. Present polished options that make it easy for clients to say yes.

Overview

Packages let you bundle the right covers, add-ons, sum insured, and pricing into clean "Basic / Standard / Premium" options (or any labels you want). You define the defaults once; each agent can clone, tweak and present in seconds. Clients receive a visual comparison instead of a confusing wall of numbers.

Reusable templates

Create once, reuse forever. Global and per-agent templates supported.

Dynamic pricing

Packages auto-recalculate when the underlying rate table changes.

Visual comparison

Client-facing view highlights what each tier includes — no jargon.

Add-on library

Roadside, agency repair, GCC extension, driver's PA — bundle or unbundle freely.

Ready to see Package Builder in action?

Book a personalized walkthrough — no credit card, no pressure.