Insurance Agency panelReady
Every policy, with its due date in plain sight.
Policies and renewal dates, policyholders and reminder SMS, premium installments, agency commissions and marketers; with claims follow-up.
Android and iOS app
Due dates9:00 · Policies
Issuance11:00 · Policyholders
Claim15:00 · Premiums & installments
Insurance Agency on mobile
Your panel
This is what your panel looks like on day one.
The menu, forms, reports, and SMS messages are already arranged for Insurance Agency. There is nothing left to configure; you enter your data and work begins.
Insurance Agency · Policies
PoliciesPolicyholdersPremiums & installmentsClaimsMarketer commissionInsurer settlement+ 34 more apps
Policies
This month's due dates
Renewal rate
Overdue installments
Ready on day one
All Flosa apps6 apps, already arranged for Insurance Agency.
PoliciesContracts app
Type, due date, and automatic renewal reminders.PolicyholdersCustomers & CRM app
Customer file and all of their policies.Premiums & installmentsSales app
Premium statements and installments.ClaimsTicketing app
Claim file and follow-up with the insurer.Marketer commissionPayroll app
Each marketer's share of every policy.Insurer settlementTreasury app
Commission received and balance.A working day
A day in Insurance Agency, with Flosa.
9:00
Due datesPolicies with 10 days left received a renewal SMS.11:00
IssuanceNew policy; the first installment is recorded.15:00
ClaimOpen claim file; documents attached.Month end
CommissionAgency commission and marketers' shares.Manager dashboard
This industry's own metrics, not a generic dashboard.
On day one these six metrics are on the Insurance Agency manager dashboard; build the rest with the report builder or ask Liana.
Reports and dashboard appThis month's due dates
Renewal rate
Overdue installments
Commission per line
Open claim files
Sales per marketer
Flosa in Insurance Agency6 apps · Web and mobile · Liana AI
This plan's price
One price, all of this.
Insurance Agency planUp to 10 users, fixed price
The price is shared when you start a trial account or talk to sales
6 Insurance Agency apps, active and arrangedThis industry's own forms, print templates, and SMS messagesDashboard and reports, ready to useLiana AI and the mobile app for all staffThe rest of the Flosa apps, one click away
Start 14 days free with this planIncluded in the priceSetup, Excel data import and preview, all updates, the mobile app, daily backups, and basic support.
Separate, by written quoteComplex data migration, on-site training, and connections to specific hardware and systems. Support plans ←
Issuance file import; direct connection is on the roadmap.
Policies from all insurers in one file.
A restricted user with access to their own customers.
Related plansAll plans
Your Insurance Agency, on Flosa from tomorrow.
14 days with your own data. Import data from your previous software with Excel.