Policies, renewals, claims and commissions for insurance agencies
Run your insurance agency from one app. GrowERP Insurance keeps every client policy in one place, warns you before a policy lapses, follows each claim with the carrier and shows which commissions the carriers still owe you.
- Policies of any line of business: auto, home, liability, property, life, health, travel
- Coverages with limits and deductibles, premium and payment frequency
- Renewal list of the policies expiring in the next 60 days, renewal in one tap
- Daily renewal reminders emailed to your clients
- Claims followed from report to payment, with the carrier's claim number
- Expected commission per policy against what the carrier paid, booked as an invoice
- Client portal: your clients log in to see their policies and report a claim
- Clients, carriers, tasks and accounting included
Made for independent agents and brokers who sell policies of several insurance companies.
This snap packages the Linux desktop version of the GrowERP Insurance application.