To avoid keeping things in a spreadsheet I've built my own agency management system.
Goal of this software is to make life easier on small-to-medium sized retail agency owners/ independent brokers.
At the moment it enables me to manage my renewals in a clean dashboard, store policy data, rating and insured details. It also has team functionalities.
Any conversations with people from the insurance industry is highly appreciated
Happy to answer any questions related to what I've built
Goal of this software is to make life easier on small-to-medium sized retail agency owners/ independent brokers.
At the moment it enables me to manage my renewals in a clean dashboard, store policy data, rating and insured details. It also has team functionalities.
Any conversations with people from the insurance industry is highly appreciated
Happy to answer any questions related to what I've built