Tames the chaos
All customer, policy, document and commission data in one place.
2nd generation CRM for insurance agencies
From spreadsheets and emails to a unified system for customers, policies, documents and commissions.
Less admin. Fewer errors. More oversight. More sales.
- Free demo
- No commitment
- We handle data migration
app.insureflow.si
Sound familiar?
We search for customer data across 5 different folders.
We recalculate commissions in Excel every month by hand.
When an agent leaves, we don't know which customers are theirs.
Which policy is active, cancelled or pending — nobody knows instantly.
This isn't a people problem. It's a systems problem. InsureFlow solves it.
InsureFlow does three big things
Speeds up work
What's manual today becomes automatic. AI reads documents and enters data.
Increases oversight
Agents see their work. Leadership sees the company. Everyone sees more order.
AI automatically reads and archives documents from 12+ insurers
Policies, offers, IDD, Article 545, GDPR, invoices and many more
Instead of 10 minutes searching — an answer in seconds
One search bar. Customers, policies, offers, agents, documents, vehicles and more. Start typing and the system finds what you need instantly.
Search customers, policies, offers ...
Key features
CRM
Everything in one place
Every customer has their overview. Every policy its history. Every offer is instantly findable. No more searching through emails, folders and spreadsheets.
AI Document Import
The system reads documents for you
Offers, policies, IDD, GDPR consents, invoices — the system recognizes content, extracts data and saves it where it belongs. No manual entry.
Interested? Call Domen.
Commissions
Smart commission processing
Configurable commission splitting system. Multi-level structures, special agreements, bonuses — the system calculates and distributes automatically.
Statistics
Leadership finally gets the full picture
Agent performance, portfolio status, revenue trends — all on clear dashboards. No manual reporting.
Interested? Call Domen.
Development partners
Built in collaboration with experienced insurance agencies
Varen-SI Zavarovalna hiša
Over 20 years of operation in Slovenia, specializing in supporting independent agents and managing life and non-life insurance portfolios.
Zavarovalko.si
A digital insurance platform with over 13 years of experience, multiple offices across Slovenia, and a strong focus on independent advice and insurance comparison.
Let us show you how it works in practice.
Call or write — we'll gladly show you how InsureFlow works in practice.
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