Agency System
A powerful CRM platform designed for insurance agents in Cyprus. Manage your entire portfolio β from policies to payments β with speed, clarity, and control.
Core Features
- π Policy Management β organize and track all active and expired policies
- π° Installments & Receipts β monitor payments, generate receipts, and track due dates
- π Document Storage β upload and access policy files, client documents, and more
- π Renewals β manage upcoming renewals with reminders and tracking
- π οΈ Claims β log and monitor claim activity with status updates
- π Reports & Accounts β generate financial, operational, and performance reports
- π₯ Sub-Agency Support β manage multiple agents or branches and issue sub-agent commissions
- π Insurance Company Sync (coming soon) β download policies and receipts directly from insurers
Why Choose Our Agency System?
Built specifically for Cyprus-based insurance agents, our system streamlines daily operations, improves client service, and gives you full visibility into your business. Whether you're a solo agent or managing a team, InsuTechβs Agency System adapts to your workflow.