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Insurance Industry

Losing renewals due to no reminders? Automate your follow-up.

We start with the one process that hurts most. You see results within a few weeks, without stopping your business.

Recognize these problems?

Most companies in your industry struggle with the same challenges. We know how to solve them.

No sales automation

You don't know whose policy expires in a month. No reminder system. Competition calls your clients first.

20-30% lost renewals due to no follow-up

No insurer integration

Enter data in your system, then copy to insurer's system. Errors, wasted time, frustration.

Double data entry

No online visibility

No website, Google profile, social presence. Losing clients searching for agents online.

Customers search for insurance on Google

A solution in two steps

You don't have to roll out the whole system at once. Start with a quick win and grow at your own pace.

Recommended to start

Step 1: Quick Win

2-3 weeks

CRM with automatic renewal reminders - don't lose a single client.

  • CRM with policy expiry calendar
  • Automatic SMS/email reminders (60, 30, 7 days)
  • Simple agent landing page
  • Contact form with lead capture
Request an MVP quote
When you are ready

Step 2: Full Transformation

3-6 months

Complete multi-agency platform with comparison and e-documents.

  • Offer comparison (insurer API integration)
  • E-applications with electronic signature
  • Client portal (policies, payments, claims)
  • Cross-selling automation (e.g., life to car)
  • Commission and sales reports
  • Insurer system integration (policies, commissions)
Let's talk about scaling up

Banking-grade standards. In your company.

We've been working in the insurance sector for 17 years. We know renewals and CRM inside out, we'll deliver proven, dedicated solutions for you.

Banking and finance sectorInsurance sectorPublic institutionsOver 17 years of experience

Frequently asked questions

Do you integrate with insurer systems?

Yes, we have experience integrating with most Polish insurers' systems. Integration scope depends on API capabilities of each insurer - we'll discuss during consultation.

Can I manage multiple agencies in one system?

Yes, we build multi-tenant systems. You can have separate client bases, commissions and reports for each agency, with one admin login.

Ready for a change?

Book a free consultation. We will discuss your challenges and propose concrete solutions. No commitment.