Industry 11
Finance & Insurance
Policies, renewals and client documents sit in email folders, so a lapsed renewal is noticed by the client before it is noticed by you.
- Systems typically built
- 3
- Shipped in this sector
- Modelled, not yet shipped
- Mapping session
- Free
Renewal escalation that reaches the client before the policy lapses, and commission reconciled against actual payout rather than estimated.
A lapsed renewal noticed by the client before the agent is a trust problem before it's a revenue problem. We build client and policy records with renewal dates that escalate ahead of the due date rather than after, KYC document collection with an audit trail that stands up to a compliance check, and commission reconciliation against actual payouts instead of a running estimate in a spreadsheet.
What we build
The services this usually draws on
Finance FAQ
Before you ask
Including where the honest answer is 'that's a separate service' or 'ask during discovery'.
Can this track renewal dates across multiple insurers and products?
Yes — each policy record carries its own renewal date and product type regardless of insurer, with the escalation ladder applying uniformly across all of them.
How is KYC data kept audit-ready?
Document collection is logged with a timestamped audit trail per client, which is the specific thing a compliance review asks for and a shared drive folder doesn't provide.
We have agents on commission working across a large client book. Can payout be reconciled per agent?
Yes — commission and payout are reconciled against logged policies per agent, replacing a manual spreadsheet cross-check at payout time.