Connect

For insurance agencies

Your agency produces. Connect makes sure nothing gets lost along the way.

Your agency gains rhythm and a clear picture. It works faster, grows without getting harder, and your customers notice from the first contact.

  • Renewals do not slip away. See what is expiring and who to call today, while customers get an SMS reminder without you thinking about it.
  • AI tools that read your data. They tell you which customer needs attention and where there is a chance of a second policy.
  • A Digital Wallet for your customers. They find policies and documents themselves, whenever they need them. Fewer calls about the same things.
  • No open task left on a sticky note. Every promise becomes a task with a date and an owner.

Also included: bridges from over 60 insurers and agencies, policy issuing through web services, a mobile app for your customers, a customer record with the full history, a pipeline for new business, team goals and production, automations, bulk email, claims management and more.

We set up the trial with you. You do not start from an empty screen. With your own policies. From a file or from the insurers.