Features
A system designed for the daily challenges of insurance agencies.
CRM
Everything in one place
Customer, policy, offer and document data is scattered across spreadsheets, emails and various records.
Centralized data — every customer has their overview, every policy its history.
Global search — answers in seconds, not 10 minutes.
→ One system. One overview. Fewer errors. More speed.
AI Document Import
The system reads documents for you
Massive amounts of manual data entry, copying and document verification.
AI automatically reads all your documents, archives them correctly and extracts every piece of information needed to enrich your database.
Support for 11+ insurers. The system validates data and flags anything suspicious.
Supported documents: offers, policies, IDD, Article 545 declaration, GDPR forms, invoices, commission statements and more.
→ Near-complete elimination of manual data entry.
Commissions
Smart commission processing
Complex commission rules, multi-level splits, special agreements — semi-manual or fully manual calculation.
Configurable system that adapts to any organisation and eliminates manual recalculation entirely.
Full traceability of splits between agents. Option to import payouts.
→ Zero manual calculation. More accuracy. More trust.
Statistics
Leadership finally gets the full picture
Lack of visibility into agent performance, policy status, and revenue.
Clear dashboards for agents and leadership.
Configurable dashboards with a component marketplace for common needs. We can also build custom views for you.
→ Clear performance insights without manual reporting.
Data security
Control over who sees what
Your customer database is the agency's most valuable asset. When multiple people access it, you need clear boundaries — who can view, edit or export what.
Granular access control by role and by individual. Every user sees only what you allow — their own customers, their portfolio, their views. Data export is restricted and logged.
Full audit trail: who viewed, changed or exported what — and when.
→ Calmer operations: clear boundaries, clear accountability, clear proof.
Data protection
GDPR: you are the controller, we are the processor
GDPR is a big word that brings uncertainty. What can be stored, where it can live, who is responsible, how to prove compliance?
Your customers' data remains yours. InsureFlow is a processor (subprocessor) — you are the controller. A Data Processing Agreement (DPA) is available to clearly define roles and responsibilities.
- ✓ Data hosted in the EU
- ✓ Encrypted data transfer
- ✓ Regular backups
- ✓ Built-in audit trail: who, when, what
- ✓ Roles and access permissions
- ✓ Data export and right to erasure on request
- ✓ GDPR consents stored centrally and linked to the customer
→ When the regulator asks, you have an answer. When a customer requests export or erasure, you have a button.
Painless transition
From spreadsheets, legacy systems and folders full of documents into InsureFlow — no manual re-typing.
Excel and legacy systems
We import customers, policies and opportunities from any spreadsheet format or older CRM database.
Documents
Tens of thousands of PDFs, scans and attachments are no obstacle. AI reads, classifies and links them to the right policy.
Validation and alignment
Before go-live we verify consistency and align specifics (commission splits, history) with you.
Let us show you how it works in practice.
Call or write — we'll gladly show you how InsureFlow works in practice.
