Agency System

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

  • πŸ“„ Policy Management β€” organize and track all active and expired policies
  • πŸ’° Installments & Receipts β€” monitor payments, generate receipts, and track due dates
  • πŸ“ Document Storage β€” upload and access policy files, client documents, and more
  • πŸ” Renewals β€” manage upcoming renewals with reminders and tracking
  • πŸ› οΈ Claims β€” log and monitor claim activity with status updates
  • πŸ“Š Reports & Accounts β€” generate financial, operational, and performance reports
  • πŸ‘₯ Sub-Agency Support β€” manage multiple agents or branches and issue sub-agent commissions
  • πŸ”— 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, InsuTech’s Agency System adapts to your workflow.