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Insurance Brokers And Agencies Management

Runs the insurance brokerage: policies with insurers and lines, renewals started before expiry, quote comparisons, endorsements, claims follow-up and expected against received commission.

From $ 5 a month

No sign-up and no download: the real program with sample data. See prices

What the program does

  • Working screens: Client, Insurer, Policy, Renewal, Quote, Endorsement, Insurance claim, Commission receipt, Document, Service, Invoice, Payment, Refund.
  • Home page alerts: Policies expiring (60 days), Renewals in progress, Open claims, Quotes awaited from insurers.
  • Reports: Premium by line, Commission expected and received by insurer, Renewals by status, Claims by status, Revenue by month, Revenue by service and more.
  • Printing: Print invoice, Print the quote comparison.
  • Roles with their own permissions: Broker owner, Account executive, Claims officer, Accountant, Manager.

Common to every Bawabetna program

  • Your records stay encrypted on your own devices
  • Works without internet
  • 16 languages, printing and backups
  • Import from your previous software
  • Clients control their own consent

Screens of this program

Real screens of the program with sample data. Every name and number shown is fictional.

Try it now in your browserUser guide (PDF)

A list in the program
A list in the program
The program's overview page
The program's overview page

Free Excel template

A free Excel file for this profession: one sheet for each main list of the program, with the same columns, in your language. Copy it, change it and use it as you like.

Download the Excel template

Packages

Packages and prices

Fair prices that follow the size of your work. Examples below; calculate your exact price for your number of users, devices and branches. Calculate my price

Prices for: Change country

Starter

For a professional working alone on one computer.

One internal user · One device · One branch

$5

per month

  • One internal user
  • One device
  • One branch
  • Encrypted vault on your own devices
  • Updates and support included
Adjust to my needs

Growth

For a growing business with two branches and a larger team.

8 internal users · 8 devices · 2 branches

$21

per month

  • 8 internal users
  • 8 devices
  • 2 branches
  • Encrypted vault on your own devices
  • Updates and support included
Adjust to my needs

Institution

For institutions with several branches.

25 internal users · 25 devices · 5 branches

$61

per month

  • 25 internal users
  • 25 devices
  • 5 branches
  • Encrypted vault on your own devices
  • Updates and support included
Adjust to my needs

Fair pricing: Small company starts from $5 a month for one user, one device and one branch. Each extra user adds $1, each extra device $1 and each extra branch $2. Prices in US dollars, before taxes.

Start with your practice

Install it on your Windows computer and use it free for the first month, with all features. Your data stays on your device.

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