Insurance.Office is a complete back-office platform for insurance intermediaries. It combines an integrated CRM that drives sales, automatic ingestion of production data from every insurer in the market, and detailed financial management—with particular emphasis on streamlining the agency’s premium-collection cycle.
Insurance.Office lets you run targeted campaigns, grouping contacts for bulk or personalised SMS and e-mail straight from the platform; stores all data in Microsoft Azure® for high-performance, secure, automatically backed-up cloud access; digitises and attaches documents in a single click; and bakes GDPR compliance into everyday workflows with opt-out flags that keep non-consenting contacts out of future marketing.
The integrated CRM (Customer Relationship Management) enables truly customer-centric management of insurance policies and financial data per contractor. It supports mass sending of e-mails and personalized SMS with delivery reports through the application. It gives you the ability to synchronize your customer database and appointments with Microsoft Outlook© or your mobile phone. It also provides conveniences such as viewing maps with contact addresses and scheduling and monitoring communication with your customers - with a complete communication history.
It automatically calculates and suggests the commission scenario of the contract by defining only the agent. It supports any commission scenario at an unlimited number of levels, depending on the company, the branch, the coverage, the use (Auto branch) and the commission change per year, premium range and contract duration (Life branch). Finally, it automatically calculates incoming (from insurance companies) and outgoing (to partners) commissions, either based on predefined commission scenarios, or based on a commission scenario that is specifically defined for the specific insurance policy.
Insurance.Office integrates seamlessly with the Microsoft Office suite, giving you flexible access to your data—whether you’re exporting reports to Excel, generating and printing personalised Word documents, synchronising Outlook contacts, or viewing customer e-mails directly on the client record through Microsoft 365.
The system automatically imports production data files from insurers, then lets you preview, validate, and correct the data before posting—eliminating manual errors. It also streamlines book transfers: policies can be moved from one insurer to another through smart mapping of coverages across different company wordings. Built-in auto-completion for address fields (region, city, street, postcode) and for insured names reduces typing mistakes, while context-aware prompts and smart alerts catch any remaining inconsistencies.
The system automatically schedules all collections and disbursements and can offset them against one another when appropriate. Each scheduled item is cleared through a transaction, giving you full, timestamped traceability of every movement in the financial cycle. Insurance.Office also presents a complete picture of your agency’s financial data—premiums, commissions, fees, and other expenses—and offers a wide range of reports, including annualised production and many more.
If you install Insurance.Office on equipment at your head office, the system lets you create backups with a single click as often as you wish. Alternatively, you can host the application in the cloud: Insurance.Office is fully optimised for Microsoft Azure, giving you maximum flexibility, performance and security with minimal upfront hardware cost. In the Azure option, backups run automatically and are protected by enterprise-grade security, so you never have to worry about safeguarding your data.
The system lets your office move to a completely paper-free archive for all supporting and accompanying documents—such as driving licences, ID cards, passports, and similar records. Every attachment is stored securely either in Microsoft Azure cloud storage or on your on-premises storage.
Through an intuitive, easy-to-understand interface, you can define and manage each insurer’s lines of business and coverages. The product setup lets you minimise the data you must enter for each insured item (for example, its coverages and perils). In Insurance.Office, insured items—such as cars, motorcycles, real estate, individuals, legal entities, or vessels—are stored and maintained automatically by the system. This reduces manual data entry and potential errors while preserving a full insurance history for every item.