Insurance brokerage · United States
Insurance management software development
A brokerage with more than 2,000 clients ran its book on spreadsheets. insights apps built the dashboard where upcoming renewals stop being a risk and become the month's list of sales opportunities.
- 2,000+ clients
- Policies
- Renewals
- Reports
What it solved
Seguralia went to production and is up and running.
The first complete, usable version, with scope locked in a single call. At insights apps we build it so the team can start using it and decide based on real software, not a document.
01
The pulse of the business on one screen
Total clients, active policies, pending quotes and upcoming renewals, plus the book's breakdown by type: auto, home, health, flood, commercial and life. What used to take opening four files.
02
Renewals are the sale
The system flags which policies expire soon and sorts them by date. A renewal flagged in time is a client who stays; one that slips by is a client who already bought elsewhere.
03
Quote without leaving the client file
Quotes start from the client who already exists, with their history. Agents stop re-entering the same data every time a policyholder asks for a new price.
Yours could be next
We build the system for you
Like Seguralia, your idea can become a working app. Tell us what you need and in 30 minutes we'll leave the call with the scope locked and a delivery date.
Seguralia · Insurance brokerage · United States — custom software development by insights apps.