Vertical software covers the industry average. Your agency doesn't run on average.
Policy renewals live in one tool, carrier commissions in another, claims tracked over email or WhatsApp with the client — no system actually holds it all together.
Every carrier pays commissions on different terms. Standard software doesn't reconcile that automatically, so someone ends up doing the math by hand every month.
If you run a network of sub-agents or producers, generic software doesn't reflect your mandate structure or cascading commissions — so you end up tracking it on the side.
Software built around how you actually work
We don't start from a standard template you have to adapt to. We start from how you actually track a policy, a claim, a commission — and build the system around that.
Unified portfolio and renewal tracking
Policies, lines of business, renewal and cancellation dates in one client record, with automatic alerts before a policy lapses unrenewed.
Commissions reconciled carrier by carrier
The system calculates and checks commissions for every carrier against your real terms, flagging discrepancies instead of leaving you to find them at month-end.
Claims tracked from first notice to settlement
Every claim follows case status, required documents, and communication with the carrier and the client, with no parallel spreadsheets needed.
Compliance built in, not bolted on
Mandate tracking, due diligence records and privacy consent are part of the workflow itself, not a separate compliance chore.
If your process is straightforward — a handful of carriers, one main line of business, no sub-agent network — a well-chosen standard product can be the faster, cheaper answer. Custom makes sense once your agency's or brokerage's specifics stop fitting the mold. We'll tell you honestly on a call.
How we work
Mapping your real process
We look at how you actually track policies, commissions and claims today — including the spreadsheets and exceptions your current system doesn't cover.
Designing the system
We design the client record, lines of business, per-carrier commission rules and claims workflows specifically around your agency or brokerage.
Building and migrating your data
We build the software and migrate policies, clients and history from your current system — no starting from an empty database.
Launch and hands-on support
We go live with team training and stay on to fine-tune things during the first months of real use.
More on custom management software
Standard or custom, what it costs and how it applies to your sector.
Frequently asked questions
How much does custom software for an insurance agency or broker cost?
It depends on how many lines of business, carriers and features you need — there's no fixed price list like with standard software. On a call we map your process and give you a clear estimate before anything starts, no surprises mid-project.
Should we go with standard software or something custom?
If you work with a handful of carriers and a simple process, a well-chosen standard system might be enough, and we'll say so. Custom pays off once you have specific commission rules, a producer network, or claims processes generic software can't handle.
What happens to the data in our current system or spreadsheets?
We migrate policies, clients, claims history and commissions from your current system — including what you currently track outside it, on spreadsheets or WhatsApp — so you're not starting from zero.
Can the system handle commissions from multiple carriers with different terms?
Yes — it's one of the main reasons agencies and brokers choose custom software: each carrier can have its own calculation and payout rules, reconciled automatically in one place.
How long does it take to get the system up and running?
It depends on how much of your process needs covering. After the initial mapping we give you a realistic timeline, with core features shipped before secondary ones.
A free call to figure out whether your agency or brokerage actually needs custom software — and if a standard one would do, we'll tell you.