A broker earns from renewals. A policy that expires without a call is a client handed to a competitor.
Policies and renewals
- Each policy with the insurer, line, sum insured, premium and expected commission.
- An alert sixty days before expiry, and a renewal file with the quotes received from several insurers.
- A printed quote comparison for the client to choose from.
Endorsements and claims
Every change during the policy year is recorded as an endorsement with its premium change. Claims are followed from notification to settlement with the insurer's reference, so the client gets an answer without searching through messages.
Commission you can check
Commission received from each insurer is recorded against the policies it covers, and a report shows the gap between expected and received per insurer.
Your data stays with you
Bawabetna's program runs on the brokerage's own computers with the records encrypted with you, separate permissions for the owner, account executives, claims officers and the accountant, and it works without internet. You can import your data from your previous software and try the program free for the first month before subscribing.
Questions?
Which computers does it run on?
The programs run on Windows computers. With several computers, one keeps the office's encrypted vault and the others connect to it over your local network.
Does it work without internet?
Yes. Booking, records, invoicing and printing keep working offline. Whatever needs to be sent is sent when the connection returns.
Where are my records kept?
In an encrypted vault on your own computer. Bawabetna does not host your full working records.
Who decides what is shared about a client?
The client. Clients manage their own consent from their own app; a professional never decides on their behalf.
Can I move my data from my current software?
Yes. Client lists and records can be imported from Excel or CSV files, with a preview before importing and the option to undo.
Is there a free trial?
Yes, the first month of every program is free, with all features and no card. Your data is saved on your device during the month; after 30 days without a subscription the program becomes read-only, and your data stays and you carry on as soon as you subscribe.
Which languages does it support?
Every program and this website work in 16 languages: Arabic, English, French, German, Spanish, Italian, Dutch, Polish, Portuguese, Swedish, Turkish, Indonesian, Japanese, Korean and Chinese (simplified and traditional). You can switch at any time.
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