Inquiry
A quote is compared across insurers
A broker places the same risk with more than one insurer and compares terms.
Coming soon Professional & Creative Services
Broker software that keeps premium apart from commission
For a brokerage placing motor, health, fire and life cover: premium collected for the insurer stays a liability, only the commission is the broker's own income, and a renewal never slips past unnoticed.
Insurance broker · from$29a month, per shopWhat is included
A working day
A day in an insurance broker
On issue
A policy is issued, premium collected
Premium is collected from the client when the policy is issued.
After collection
Premium is remitted to the insurer
The premium, less the broker's commission, is remitted to the insurer.
Ongoing
Renewals due are worked
Policies coming due in the next 30 days are called or messaged ahead of expiry.
Monthly
A commission statement is reconciled
What the insurer actually paid is checked against what was expected.
What goes wrong today
The problems it takes away
A client's premium counted as our income
Premium collected on the insurer's behalf is at risk of being treated the same as the broker's own commission.
A renewal missed until the client calls
A policy lapses because nobody worked the renewal list in time.
A commission statement that doesn't match
What an insurer actually pays doesn't line up with what was expected, and finding the gap takes real time.
A cancellation's refund worked out by hand
A mid-term cancellation's pro-rata premium refund and commission clawback are calculated case by case.
What it does
Everything an insurance broker runs on
Parts marked Coming soon are on the way; founding shops get them first, at no extra charge.
Premium is the insurer's, commission is ours
Coming soonA premium receipt will post as a liability owed to the insurer. Commission will count as the broker's own income only once the insurer's statement confirms it.
Every renewal due in 30, 60, 90 days
Coming soonA renewal list will surface every policy coming due, sorted by premium value, instead of a spreadsheet kept from memory.
The firm's own licence status, visible
Coming soonThe firm's own statutory deposit and professional-indemnity insurance status will show as a first-class fact, not tracked outside the system.
Premium collected from the client
AvailablePremium due from a client, though usually collected up front, runs on the same accounts-receivable engine as any invoice.
Commission and renewal income
Coming soonOne commission engine will cover first-year and renewal commission by insurer and by agent.
Policy and claims paperwork
Live demoAn approval flow like this is already shown in our demo elsewhere; policy documents and claims paperwork per client are coming to this trade next.
A renewal reminder on WhatsApp
Live demoA renewal due date pre-fills a WhatsApp message to the client; a person presses send.
Who uses it
Each person sees their own day
Principal broker
manages insurer relationships and large-account placement, and watches the firm's own compliance status.
Sales / relationship agent
quotes across insurers, writes new business and works the renewal list.
Claims / renewal coordinator
tracks renewal dates and assists with claims documentation.
Accounts
collects premium, remits to insurers, and reconciles commission statements.
Behind the counter
The whole business, not only the till
The screens for your trade sit on a full set of books. These parts come with it.
Accounts
Double-entry books, statements, period close.
Money
Cash, bank, cheques and reconciliation.
Purchasing
Orders, supplier bills and what you owe.
Sales documents
Quotations, orders, invoices, delivery notes.
Staff and pay
One staff register, attendance, pay runs.
Fixed assets
Machines and vehicles, and their wear.
Reports
The numbers an owner asks for each morning.
The price
What an insurance broker pays
Insurance broker · Cloud
$29
per shop, per month
or $696 once, for 3 years
- The till, stock and purchases
- Real accounts built in
- First till included
- A year costs ten months
- Pay once for 3 years and the last year is free
Pre-order
Insurance broker · Cloud + LAN hub
$45
per shop, per month
- Everything in Cloud
- Keeps every till selling when the internet drops
- Tablets and kitchen screens on the hub at no extra charge
- Pre-order: pay the Cloud price until the hub ships, then move up free
Introductory price. Local taxes are added where they apply. A second shop costs the same as the first. Prices for countries without their own page, in USD, as of 28 Sep 2026.
Founding shops
The first 50 shops in each country get free setup and data import with a yearly plan, and today's price locked for two years.
Claim a placeThis trade does not have its own price line yet. The price shown is our retail line, and we confirm it when we quote.
Straight answers
Insurance brokers ask
Is a client's premium counted as our income?
No. Only the commission is meant to be ours; the premium-as-liability posting isn't built yet.
Does a renewal show up before the client calls?
Not yet. A renewal list sorted by date is planned.
Can I reconcile what an insurer actually paid against what was expected?
Planned, as part of the same commission engine; today this would still be a manual check.
Is our own statutory deposit and PI-insurance status tracked in the system?
Planned; not built today, and we haven't verified whether Pakistani rules require client premium to sit in a segregated account the way UK client-money rules do.
What are the current commission-rate caps by class of insurance?
We haven't confirmed current slab rates per class; treat any rate as illustrative until verified.
See it run an insurance broker.
Twenty minutes on a call. We show your day on the screen, with your words and your stock.