Is this a ready-made insurance platform?

No. We build around your products, client journeys, team roles and reporting needs. Fields, workflows and permissions fit your agency, and evolve with it.

Can you work with our carrier portals and existing CRM?

Yes. We first agree what should stay, connect or be replaced. Connections and imports depend on the access, exports and APIs available. We do not assume every insurer offers a direct integration.

Does the AI make insurance decisions?

It can help organise enquiries and documents, draft routine replies and prepare follow-up from approved information. Advice, coverage changes and other decisions stay with the responsible agent and insurer, within the workflow you approve.

Can renewals and claims have different workflows?

Yes. Each can have its own stages, required documents, owner, reminders and escalation rules. A client record keeps their related requests and policies together.

Can we manage commissions and finance applications?

We can build commission tracking and reporting around your agreements, and connect finance applications to their documents and recorded decisions. Scope depends on your partners and available data; approval stays with the responsible provider.

What happens after launch?

We agree the build, maintenance, support and improvement scope together. Requests and progress stay visible, and we keep proposing useful updates as your agency changes.

The operating system for your agency.

Clients, policies, claims and commissions in one place. AI-powered workflows, built around your team—and managed and improved by ours.

Talk about your agency Try the renewal desk

A clear next step for every file.

Choose a policy file, mark its sample documents as received, then prepare it for agent review.

Upcoming renewals

files prepared for review

Policy file 014

Motor policy

Review in 7 days

Responsible agent

Before the renewal review

Mark received documents in this sample file.

Existing policyReceivedUpdated vehicle detailsStill needed

For review byDana · Account agent

Missing documents

Collect the missing documents to prepare this review.

Review preparation

Renewal follow-up opened

Illustrative files and documents. No policy is renewed, coverage changed or request sent.

The client file is only the beginning.

Connect the work around each policy, from the first enquiry to renewal and service.

Clients & policies
Keep policy details, documents, history and the responsible agent in one client view.
Renewals & follow-up
Turn upcoming dates into assigned tasks, reminders and a visible review process.
Claims & service requests
Track requests, missing documents, correspondence and recorded insurer updates together.

Give every client a clear next step.

One system for your agency’s work, with a team that keeps improving it with you.

Let’s talk Chat on WhatsApp

The operating system for your agency.

A clear next step for every file.

Upcoming renewals

Motor policy

The client file is only the beginning.

Clients & policies

Renewals & follow-up

Claims & service requests

Give every client a clear next step.

alcyone14

Commissions & reconciliation

A connected client portal

Access & management oversight

Let the routine move. Keep the judgement with your team.

Spot what needs attention

Prepare the next action

Put it with the right person

Finance applications need the same joined-up care.

Built around your agency. Kept up to date with you.

Built for the way your agency works.

Tell us how your agency works.