Good day.
Your clients, quotes and renewals in one place.
Upcoming renewals
Next 45 days| Client / vehicle | Insurer | Expires | Premium excl. VAT | Status |
|---|
Open tasks
Recent quotes
| Vehicle | Insurer | Type | Quote date | Premium excl. VAT | Stage |
|---|
Agent requests
Review submissions, inspect documents, and record issued policies.
Clients
Individuals and companies, with their vehicle history.
| Client | Type | CPR / CR | Contact | Vehicles |
|---|
Vehicles
Every vehicle, with its policies, quotes and documents.
| Registration number / VIN | Vehicle | Client | YOM | Policies | Quotes |
|---|
Quotes
Track every quote through pending, won or lost.
| Client / vehicle | Insurer | Policy | Date | Premium excl. VAT | VAT | Commission | Stage |
|---|
Tasks & renewals
Renewals are scheduled 45 days before expiry; pending quotes need regular follow-up.
| Due | Task | Client / vehicle | Status |
|---|
Settings
Rates, insurers and team accounts.
Pricing & reminders
Insurance companies
Admin only · options for quotes and policiesRemoving a company only removes it from new quote and policy forms. Existing records stay in history.
Vehicle makes & models
Admin onlyRemoved options disappear from new vehicle forms. Existing vehicle records and history remain unchanged.
Agent names
Used on policiesRemoving a name hides it from new policy forms; old policy history stays as recorded.
Team access
Agents use a separate quote portal. Reviewers can process requests but cannot export data or view saved contact numbers.
Data
Export client, vehicle, policy, quote and task records as a JSON backup. Documents are stored separately in the server data folder.
