A Smart Way To Manage Your Insurance Agency
Insurebox is a cloud based Insurance Agency Management software which will help you manage your insurance agency business with more efficiency and help improve your business.
Amazing Features
Benefits for using InsureBox.
Quick Policy Upload
Upload policies easily with drag and drop. The app will automatically take the relevant information saving a lot of time for data entry.
Client Management
Add corporate and individual clients and easily retrieve their policies with just a tap.
Policy Status
Get updated on the upcoming renewal , Status of policies.
Quotations
Add quotes and send instantly from the app and track the status of quotation & conversions.
Endorsement
Create endorsement and send directly to insurance companies executives and track the status.
File Management
Add brochure , claims forms and other frequently used documents and retrieve and send to clients instantly.
Set Reminders
Easily set reminders for yourself and your team.
Reports
Generate Business & Revenue reports instantly.
Team
Add and manage team and view their progress.
Policy Stats
Easily upload and retrieve policies instantly.
Client Management
Manage client easily and send policies to client with just a tap.
Quotation
Create quotation and send to clients directly from InsureBox.
Business & Revenue Report
Instantly generate Business & Revenue report.
Team Management
Add team members and collaborate and sync with them efficiently.
Mobile App
Available both for your agency and for your clients.
Policy Stats
Easily upload and retrieve policies instantly
Client Management
Manage client easily and send policies to client with just a tap.
Quotation
Create quotation and send to clients directly from InsureBox.
Business & Revenue Report
Instantly generate Business & Revenue report.
Team Management
Add team members and collaborate and sync with them efficiently.
Mobile App
Available both for your agency and for your clients.
