Insurance Agency Software box: Agent CRM, Policy Renewals, Commission Tracker, Invoices
Digital download. Packaging illustration; no physical box is shipped.
SOFTWARE LICENSE / DIGITAL DOWNLOAD

Insurance Agency Software

Insurance agency software with a CRM, policy renewals and commission tracking.

$62.49USD · one-time purchase
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Email deliveryAfter confirmed payment30-day coverFor non-working software
DeliveryDigital download
Runs onWindows 10 or 11, Mac
IncludesSoftware & user guide
WHAT YOU GET

Everything you need to get started.

Email deliveryYour download link arrives after confirmed payment.
One-time pricePay once in USD. No subscription for this software.
30-day coverFor software that does not work as described.
PRODUCT DETAILS

What this software does.

Insurance agency software with a CRM, policy renewals and commission tracking.

Run an independent agency from one desktop program. Clients, policies, renewals, commissions, invoices and documents stay in one place on your own computer.

Built forIndependent insurance agencies
UsersMulti-user, for a whole team
How it runsMulti-user app (listing does not detail the connection method)
Runs onWindows 10 or 11, Mac
Setup needsPython (free), with a one-time setup
DeliveryDigital download. Nothing ships

Renewal center

One click builds a renewal case for every expiring term, and your retention rate shows on the dashboard.

Commission control

Keep expected, received and variance apart. Import carrier statements, match them line by line, and see chargebacks in red.

Agency CRM

Sales pipeline with stages and weighted revenue, plus client statements, invoices and receipts.

Before you buy

  • Please check the requirements above before you buy.
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