Live software demo
Insurance Agency Software demo
Track policies and renewals, so no client lapses and no follow-up is missed. This is a working application with 10 connected screens: Dashboard, Clients, Policies, Service request Board, Renewals, Renewals Calendar, Advisors, Billing and 2 more.
Demo URL: demo.trainingtrains.com/demo/software/insurance-agency-management
Dashboard
Live overview of SecureLine Insurance. Every figure updates as you add or change records in the other screens.
Service requests needing attention
- SER-1001 - Priya TaylorReceived
- SER-1003 - Sophia IyerReceived
- SER-1006 - Priya ThomasReceived
- SER-1007 - Anita TanReceived
- SER-1011 - Anita TanReceived
- SER-1013 - Rohan TaylorReceived
Recent activity
- Priya Taylor - Service request SER-1001 is received2 min ago
- Imran Bose - Service request SER-1002 is in progress14 min ago
- Sophia Iyer - Service request SER-1003 is received38 min ago
- Kavya Brown - Service request SER-1004 is completed1 hr ago
- Rohan Taylor - Service request SER-1005 is in progress2 hrs ago
- Priya Thomas - Service request SER-1006 is receivedYesterday
What this software does
An agency system: client records, policy board, renewals and their calendar, billing and feedback.
- Client and policy records
- Board by stage
- Renewals with due dates
- Renewals calendar
- Billing and reports
Business problems this software solves
Problem
Renewals are missed and clients lapse.
Training Trains solution
The renewals calendar shows every policy coming due.
Problem
Commissions are unclear.
Training Trains solution
Billing records every premium and payment.
Problem
Cross-selling chances are missed.
Training Trains solution
Client records show the policies each client already holds.
Used by businesses like
All names, prices and figures are sample data. Anything you add stays in your own browser - nothing is sent to us. The real system is built around your business.
Frequently asked questions
What does the Insurance Agency Software demo include?
A working application with 10 connected screens: Dashboard, Clients, Policies, Service request Board, Renewals, Renewals Calendar and 4 more. Everything is interactive and uses sample data.
Is the data in the demo real?
No. All names, prices and figures are sample data. Anything you enter stays in your own browser and is never sent to us.
Do I need to sign up to try it?
No sign-up and nothing to install. Open the demo and use it right away.
Can Insurance Agency Software be customised for my business?
Yes. We tailor the screens, fields and reports to how you work and launch it on your own domain.
Want Insurance Agency Software for your business?
We tailor the screens, fields and reports to how you work, and launch it on your own domain.
Discuss This On WhatsAppOr send us the details directly: