One connected system for policies, renewals, claims and commission.
Manage a general insurance agency’s clients, policies, renewals and claims in one system. Motor, health, fire and travel schedules sit under each client or family, whichever insurer issued them. Quotes and renewal calls sit beside the policy. Brokerage is checked against what each insurer paid.
- Lines of cover, insurers and brokerage rates are entered as your agency holds them, with your own policy numbering kept against every schedule and endorsement
- Client list and running policies migrated from sheets
- Set up and supported by one team
Motor, health, fire and travel policies sit under one client in this general insurance agency software, set up by GullySystem for multi-insurer agencies. It is also the agency’s CRM. It keeps renewal dates, claims from intimation to settlement, endorsements, premium receipts and brokerage statements, so owners and servicing staff read the same file. Statements are matched to policies sold.
What goes wrong before the software.
How the work flows through it, step by step.
- 1
Enquiry
A client asks for new cover. The agency records the vehicle, the members to be insured or the property, with its sum insured and any hypothecation to a bank.
- 2
Quotes
Quotes from every insurer the agency holds an appointment with are kept against the enquiry and compared on premium, deductible and add-ons. The client picks one.
- 3
Policy issue
Policy issue is recorded. Policy number, insurer, premium, sum insured and period go in, and the schedule and cover note are stored with the client, ready for any later endorsement.
- 4
Renewal
A reminder is sent before expiry. The agency collects fresh details, shows the quotes again and records the renewed policy, with any porting, loading or lapsed no-claim bonus noted against it.
- 5
Claim
A claim is opened against the policy. Hospitalisation papers, surveyor visits, calls and insurer or TPA replies are logged until the claim is settled or closed.
- 6
Brokerage
Statements are matched to policies sold, and any policy not paid for is listed so a short payment is chased.
What is inside.
Every module can be switched on, left out or changed to match how your team already works.
Client and family records
Keep contact details, identity papers and family or business links for every client, so all their policies are listed together, including those held by spouses, parents and the firm.
Learn morePolicy register
Record every policy with its insurer, number, line of cover, premium, sum insured, endorsements and period, then search it across the whole agency by client, vehicle or insurer.
Learn moreMotor policy records
Hold registration number, make and model, chassis details, previous insurer, no-claim bonus, insured declared value and add-ons such as zero depreciation, pillion cover or windscreen glass for each vehicle.
Learn moreHealth policy records
Keep members, ages, sum insured, waiting periods, pre-existing conditions, copay terms and portability history for individual and family floater policies, with the cashless hospital network noted.
Learn moreFire and travel policies
Fire cover records the insured property, stock, machinery and sum insured, with perils such as riot and earthquake. Travel cover holds the traveller, trip dates, destination and baggage cover.
Learn moreInsurer quotes
Store quotes from each insurer against the enquiry, compare premium, deductible and cover side by side, and note which quote the client chose and why the others lost.
Learn moreRenewals and reminders
List every policy by expiry date and send WhatsApp, SMS or email reminders to the policyholder until the renewal is recorded against it, so no motor policy lapses unnoticed.
Learn moreClaims follow-up
Log each claim from intimation to settlement, with documents, calls, surveyor or TPA replies, any subrogation, salvage and the next step, so a policyholder is answered at once.
Learn morePremium receipts
Record premium collected from clients and paid across to insurers, with cheque, transfer or online details. Each payment gets a receipt. Dishonoured cheques are flagged, and the payer is called.
Learn moreCommission statements
Enter each insurer’s brokerage statement and match it to the policies sold, so policies where the payout differs from the agreed rate, or is missing, are listed for accounts.
Learn morePolicy and KYC document vault
Store policy schedules, endorsements, registration certificate copies, identity papers and claim files. Each is filed under both client and policy, so a search by either name finds it.
Learn moreThe business modules it is built from.
Each one is also available on its own, or inside a system built for you.
- Contact & Account Management
Contact details, KYC papers and family or business links are kept for each client, with every policy listed together under that account.
- Document Management
Policy copies, endorsements, RC copies, KYC papers and claim files are filed under both the client and the policy.
- Service Reminders
Policies are listed by expiry date, and WhatsApp, SMS or email reminders continue until the renewal is recorded.
- Commission and Incentives
Each insurer’s brokerage statement is entered and matched to policies sold, and policies where the payout differs from the expected rate are listed.
- Receipts Management
Premium collected from clients and paid on to insurers is recorded with cheque, transfer or online details, and each payment gets a receipt.
- Quote & Proposal Management
Quotes from each insurer are stored against the enquiry and compared side by side, with a note of the one the client chose.
- Lead Management
Prospects who become clients move into a record holding contact details, KYC papers and family links, with all their policies listed together.
How we would put it in.
Setup, data migration, integrations and anything built on top.
Topics beyond the modules.
Each page covers one part of how the system is used, connected or controlled.
General Insurance Agency Software Views by Role
An insurance agency has owners, servicing staff, renewal callers and claims staff who each need a different part of the same record.
Learn moreReports for General Insurance Agency Owners and Managers
These reports come from the policies, renewals, claims and commission statements that the agency already records.
Learn moreGeneral Insurance Agency Connections to WhatsApp and Payments
The agency system connects to the messaging and payment channels that clients already use, and each link is confirmed during scoping.
Learn moreOne system, each person sees their part.
For the agency owner
See the book by insurer and line of cover, with renewals due, open claims and brokerage received set against brokerage due from each insurer.
For policy servicing staff
Open client records. Record policies and endorsements, collect premium and issue receipts.
For renewal and sales staff
Work the renewal list. Record quotes, and note each policyholder’s decision and the call that followed it.
For claims staff
Log claims and chase documents. See which surveyor visits and insurer or TPA replies need a call today.
For the accountant
Read premium receipts, brokerage statements and amounts paid across to insurers, for the books.
The numbers the owner asks for.
- Renewals due by date, line of cover and insurer
- Lapsed policies and clients not yet renewed
- Open claims by stage and age
- Premium collected and payable to each insurer
- Brokerage due, received and short paid
- Policies by insurer and line of cover
Who this is built for.
- Agencies, brokers and corporate agents selling motor, health, fire and travel policies for several insurers
- Agencies whose business is mostly motor renewals
- Agencies serving shops, offices and small firms with fire and package covers
- Agencies with staff sharing one client list
- Agencies running on Excel sheets
When it is not the right choice.
- An agent with a few dozen policies can manage with a sheet.
- Agents who sell life insurance will find the Life Insurance Agency Management Software fits premium due dates, nominees and policy loans better.
Adapted to your business before it goes live.
You are not handed a login and left to it. The product is set up around your records, your people and the tools you already use.
Works alongside
- SMS
- Bank transfer and payment gateway
- Accounting export (quoted separately)
Questions owners ask before a demo.
Is this an insurance CRM for agents?
Yes, in the sense agencies use the word. Enquiries, quotes, renewal calls, claims and every policy a client holds sit in one place, though issuing the policy itself still happens on the insurer’s portal.
Is this for general insurance only, and can we add a line of cover?
Built for motor, health, fire and travel. A further line you sell, such as shop burglary, marine cargo or an office package, is set up with the fields it needs. Life insurance advisors have a separate product.
Does it connect to insurer portals?
Not by default. Policies are recorded here. Whether a link to an insurer’s portal is possible depends on what that insurer offers, and this is checked during scoping.
Can sub-agents or point of sale persons log in and see only their own clients?
No. Logins are for the agency’s own staff, who work from one shared client list. A sub-agent hierarchy, with its own client view and payout split, is not part of this product.
Can it remind clients about renewals?
Yes. Policies are listed by expiry date. Reminders reach policyholders over WhatsApp, as a text or by email, and you decide how many days ahead the first one goes.
Can we track a claim from start to finish?
Yes. Each claim holds its intimation, documents, calls, surveyor notes and insurer or TPA replies. Staff see the next step, who takes it and which papers are missing.
Does it check brokerage against insurer statements?
Yes. You enter each statement and the system matches it to the policies sold. Policies paid below the agreed rate are listed.
Does anything go into our accounting software?
Not in the standard set-up. Your accountant takes receipts and brokerage figures from the reports kept here. An accounting export is quoted separately, once the agency’s ledger heads are fixed.
Who owns the client information held here?
You do. The route for taking every record out is settled before work begins.
What does it cost?
No price is published. It depends on staff, policy volume and set-up, so you watch it run first and the written proposal states the cost afterwards.
Wondering what it costs? Six questions give you a written scope and the buckets any quote should separate.
Written for this trade.
Practical notes on running the business, not product marketing.
How to Automate a General Insurance Agency
A plan for general insurance agents moving off Excel sheets and insurer portals: client records, policy register, renewals, claims and commission in one place.
Learn moreHow Insurance Agents Can Manage Policy Renewals and Claim Follow-up
How general insurance agents can track renewals by expiry date, send reminders, and log each claim from intimation to settlement without losing the next step.
Learn moreBusinesses that use this.
Related products.
See General Insurance Agency Management Software with your own data.
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