Industry package
Quote, underwrite, bind - and never miss a renewal
An agency's book is only as good as its renewals. This package structures the policy lifecycle from application to binding, and keeps the documents underwriting depends on in one place.
A complete insurance agency workspace: policyholders, insurance inquiries, policy products, a claims-handling case workflow, premium/renewal reporting and dashboards.
What gets in the way
Renewals are the whole business and the easiest to miss
A policy that lapses because nobody called is revenue the agency already earned and then gave away, and it is invisible without recorded dates.
Underwriting waits on documents
Applications sit incomplete because one identity paper or prior-policy document is missing, and nobody is tracking which one.
Product mix and agent performance are unclear
Which lines convert, which quotes are declined at underwriting, and which agent binds most are all answerable only from consistent records.
How the package handles it
- The policy pipeline makes application, underwriting and binding distinct stages, so a quote stuck in review is visible and owned.
- Policy, coverage and renewal-date fields are structured, so upcoming renewals are a filter and a report rather than a memory problem.
- A policy case holds application documents with their approval states, so underwriting can see exactly what is still outstanding.
What installing it configures
Every number below is what this package actually provisions in your workspace.
Your workspace speaks your industry
The package renames the generic CRM objects so screens, reports and permissions read the way your team already talks.
The pipeline your work already follows
Policy Sale
Cases and documents
Operational case types and the document types tracked against them, each with its own approval state.
- Insurance Claim Case
- National ID
- Policy document
- Claim form
- Incident report
- Damage assessment
- Settlement letter
AI that knows your industry
The assistant is briefed with this vertical's context, so its suggestions use your terms rather than generic CRM language.
This workspace is an insurance agency. Contacts are policyholders with a policy type, status, premium and renewal date; leads are insurance inquiries; deals are policy sales/renewals; products are insurance policies; operational cases are insurance claims from report to settlement.
Start with Insurance Agency configured from day one
Create a workspace, install the package, and the fields, pipeline, reports and dashboards described here are in place before you add your first record.