Industry add-on · Insurance agenciesNo expiring policy slips past you
Built for agencies and brokers. Policies, quotes, endorsements and claim files across fifteen branches gather in one record, and renewals surface before the day arrives.
If this sounds familiar
The renewal date is in no one calendar
You notice the week the policy ends, and the customer has already moved to another agency.
Nobody knows where a quote stands
No one is tracking how long the quote you gave stays valid.
Commission lives in a spreadsheet
What each policy earned is only added up at the end of the month.
Sensitive branch data sits everywhere
Details of health and life policies should not stay in the system, but where they should stay is unclear too.
What's in the Insurance agencies Plugin
Fifteen branches of policy
Motor own damage, motor liability, voluntary financial liability, personal accident, health, supplementary health, life, home, earthquake, business, travel, marine, liability, agriculture and private pension.
Renewal tracking
Policies ending within forty-five days get their own list, and the renewal rate stays on the dashboard.
Quote pipeline
Open quotes are sorted by expiry date, and an accepted quote turns into a policy.
Endorsements and claim files
Endorsement records, claim files, amounts and statuses gather under the policy.
Commission and payment plan
Premium, commission rate and amount, and the payment plan sit in the policy header.
Header only in sensitive branches
In health, supplementary health, life and private pension no detail is kept, and the record stays limited to the header.
One policy, start to finish
The quote goes out
The customer and the insured asset are recorded, and the quote opens with an expiry date.
The policy is issued
The accepted quote becomes a policy, and premium, commission and payment plan are recorded.
Through the year
Endorsements and claim files collect under the same record.
Renewal
Forty-five days before the end it appears on the list. The new policy links to the previous one, and the old record marks itself renewed.
Screens: a day at the agency
Captured from the live panel with sample policy data. Contains no customer data.
Click a step or keep scrolling; the screen changes as you go.
Agency dashboard
Active policies, those ending within forty-five days, open quotes and the ninety-day renewal rate sit on top. Open quotes are sorted by expiry, and accept or decline happens on the same row.
Renewal list
Policies with forty-five days left arrive sorted by end date, with the days remaining on the row. Branch, customer, subject, insurer and premium are all on one screen.
Policy card
Branch, policy number, insurer, premium, commission rate and payment plan in the header. Endorsements and claim files below, and the previous policy link shows the renewal chain.
An industry add-on does not run on its own
The add-on sits on top of your plan. Underneath it, the call center, customer records, conversation analysis and all nineteen reports are already running.
Call center
Six PBX drivers, talking from the browser, queues.
Customer records
The card, the history, every contact brought together in one place.
Conversation analysis
Transcript, topic, sentiment, quality score. No quota.
Reports
Nineteen ready-made reports, scheduled delivery.
Frequently asked questions
Can we buy the add-on on its own?
No. An industry add-on sits on top of a plan. The call center, customer records and reporting have to be running underneath it.
Can we remove it later?
Yes. The add-on can be removed in any month and your data stays where it is.
Can we change the fields to suit us?
Yes. Record fields are defined for your organisation; you start from a ready template and change it afterwards.
Can our data stay on our own server?
Yes. With an Edge installation all four plans can run on your premises.
Price your Insurance agencies package
Pick the plan and number of users; the sector add-on comes pre-selected and see your price instantly. Every figure excludes VAT.
Assistant messages are counted only in free chat; conversation analysis has no quota. Legal generation is unlimited on the CALLAII Hukuk plans.
See it for yourself first
All features are open for 14 days. We do not ask for a card and we do not call you.