Product · For insurance agencies
Aegis
Your agency’s backoffice, in one organized place.
Aegis keeps the records, money and follow-ups behind every policy in one system, so renewals don’t slip and month-end doesn’t take a week. We set it up for you and bring your existing data across.
What Aegis covers
Everything behind a policy, in one place.
- Client and policy records. Every client, policy and document together, whichever insurer carries it.
- Renewals. A clear list of what’s due, what’s in progress and what’s done.
- Payments and commissions. Track what clients owe and what insurers owe you.
- Operational reports. The numbers you need for the month, without rebuilding them.
Aegis, step by step
From upcoming renewal to clear next step.
How one renewal moves through Aegis, from the list to a recorded follow-up.
-
01
Review upcoming renewals
See which policies are due soon.
Upcoming renewalsHarlow Bakery Ltd14 NovR. Okafor18 NovIllustrative preview -
02
Open the relevant policy
Check the client and policy details.
Policy · Harlow Bakery Ltd- Type
- Commercial property
- Policy no.
- HB-20419
- Renewal date
- 14 Nov 2026
Illustrative preview -
03
Record the next action
Leave a note so the team knows what’s next.
Next actionCall client to confirm the building value before renewal.Follow up by 10 NovIllustrative preview
Getting started
We do the setup with you.
- A walkthrough. We show you Aegis using examples from your kind of agency.
- Setup and data import. We configure Aegis and move your existing records in.
- Training. Your team learns the day-to-day with us.
- Ongoing support. Questions and fixes go straight to the people who build Aegis.
Which part of your operations needs to be easier?
Tell us what slows your team down. We’ll suggest the simplest fix, whether that’s one of our apps, an automation or something built for you.
Already a customer? Sign in to Aegis