Insurance agencies
Run your agency’s backoffice without the spreadsheets.
Policies, renewals, payments and commissions spread across insurers, inboxes and spreadsheets. We bring them into one place and automate the repetitive parts.
Where the time goes
Sound familiar?
The same few jobs take up most of an agency’s admin week.
- Renewals tracked by hand. Expiry dates live in spreadsheets, calendars and people’s heads.
- Commissions checked line by line. Each insurer’s statement is reconciled against your records manually.
- Client details scattered. Policy documents and notes sit across inboxes, folders and files.
- Reports rebuilt every month. The same figures are pulled together from scratch each time.
How we help
Start with the job that hurts most.
- Aegis, ready to use. Our backoffice app for agencies: records, renewals, payments, commissions and reports in one place.
- Automation. Renewal reminders, statement checks and monthly reports that run without manual work.
- Custom tools. Anything specific to how your agency works, built and supported by us.
- Advice. A clear look at your current process and what to change first.
Our app for agencies
Aegis
Backoffice software for insurance agencies.
One organized place for the records, money and follow-ups behind every policy your agency handles. We set it up and bring your existing data across.
- Client and policy records
- Payments, commissions and renewals
- Operational reports
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
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.
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