Models

Insurance Agency Model

A ready-made CRM for insurance agencies, with policies, renewals, claims and commissions from day one.

Who the Insurance Model is for

Built for agencies that sell and service policies across many insurers and need every renewal and claim under control.

Choosing this model creates the objects below automatically, with their fields, lists, page layouts and reports ready to use.

Every policy keeps its start and expiry date and reminds its agent when it is time to renew, so no renewal slips through.

Motor, home, health, life, business, marine, travel and liability policies, with their coverages, premium and payment frequency.

Record each claim against its policy with the insurer's claim number, incident date and type, and follow it until it is paid.

Track new business, renewal, override and bonus commissions from each insurer, from expected to collected.

Link clients to each other, such as spouses, parents and children, or employers and staff, to see a whole family's or company's portfolio.

Ready-made reports for policies, renewals, claims and commissions, plus email templates for your everyday communication.

Each record moves through its own pipeline, so you always know what is pending, what is in progress and what is done.

The model is only the starting point. Add your own objects, fields, lists and automations, and shape Entryc around the way your team works.

Try it for free and organize your business more easily than ever.

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