In development
One system for the agency, instead of five spreadsheets
An Agency Management System for insurance agencies and brokerages — policies, renewals, claims and commissions in one place. It is being built now, and we are taking early access sign-ups from agencies who want to shape it.
Launching
Not available to buy yet. No card, no commitment — waitlist members get access first on 12 November 2026.
The problem
What we keep hearing from agencies
- Policy records living in three spreadsheets and one person's memory
- Renewals missed because nothing chased them
- Commission reconciliation done by hand, monthly, badly
- No single view of which clients are actually profitable
Planned for v1
What the first release covers
- Central policy and client register
- Automated renewal reminders to staff and clients
- Commission tracking and reconciliation
- Claims logging and status tracking
- Reporting for principals and underwriters
- Role-based access for agents and admin staff
Scope is still moving. Agencies on the waitlist get asked what matters most before it's locked — which is the point of joining early rather than on launch day.