Help center
Illustrated guides for every module, interactive tours and answers to common questions.
How can we help?
Getting started
Guides
- Renewal reminders & WhatsAppWhen reminders fire, one-click WhatsApp messages, and creating the renewal policy.Interactive tour
- Commissions & reconciliation explainedFrom the expected commission to the insurer's transfer, allocating it and reconciling differences.Interactive tour
- Roles & permissionsWhat each role can see and do in the workspace.
Modules
- DashboardKey figures, upcoming renewals and recent activity at a glance.Interactive tour
- ClientsIndividuals and companies with contacts, documents and all their policies, quotes and claims.Interactive tour
- InsurersThe insurers you place business with: lines, default commission and agency code.Interactive tour
- PoliciesIssuing and activating policies, payment plans, commission and the renewal chain.Interactive tour
- Installments & collectionsTrack due and overdue client installments and record payments.Interactive tour
- Quote requestsAsk several insurers for a price, record and compare offers, accept the best to create the policy.Interactive tour
- ClaimsRegister claims and follow them with the insurer until payment.Interactive tour
- ReportsProduction, renewals, commissions, claims and collections with CSV export.Interactive tour
- SettingsProfile and logo, lines of business, templates, users and sample data.Interactive tour
- Billing & planPlans, the free trial, usage limits, upgrade requests, payment and invoices.Interactive tour
Support
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