Take full control of your insurance brokerage business.

You get to know at any time how your business is doing and where you should focus your efforts to get value and growth. We got you covered.

Client and Lead Management

Have total control of managing clients and embedded Lead Management.

Policy Management

Create, edit, delete and manage policies. This includes bulk management by staff, department, branches, etc

Payments Management

Capture all payments and its respective documents and details.

Enhance your productivity with our Mainstream Insurance Platform

Our intuitive dashboard provides real time visual reporting of all aspects of your operations. From Clients to Products to Sales to Commissions, etc

Features

Clients Management

Lead Management

Claim Process Automation

Claims Management

Payment Tracking

Invoice Generation

Report Dashboards

Business Analytics & Reporting

Commision Processing System