Income protection insurance agency demo: working business software

Problem

Service requests are taken by phone and diaries, so double-bookings and missed slots cost you money.

Training Trains solution

Service Requests gives one live schedule with status tracking for every service request.

Problem

Clients details live in scattered notebooks and chats.

Training Trains solution

Clients keeps a searchable record with contact details, history and status.

Problem

You cannot tell how busy each advisor is or who is free.

Training Trains solution

Advisors shows availability and daily workload so work is spread fairly.

Problem

Invoices are written by hand and payments are chased manually.

Training Trains solution

Billing creates tax-ready invoices from your price list and tracks what is paid or pending.

Problem

Enquiries from calls, WhatsApp and walk-ins are never followed up, so business quietly walks away.

Training Trains solution

Leads Pipeline tracks every enquiry from first contact to won, with source and value - and a won lead becomes a client automatically.

Problem

Monthly salaries are worked out in spreadsheets and stock runs out unnoticed.

Training Trains solution

Staff & Payroll calculates pay from attendance and runs payroll in one click; Stock & Supplies flags what to reorder.

Problem

Clients expect to book and pay from their phone, not just a desktop website.

Training Trains solution

A native Android and iOS app built around the same services, pricing and bookings as this demo, so customers can act from anywhere.