Policies, renewals, commissions and claims in one place

Selling a policy is the start. BimaStack keeps everything after it in the same place as the sale: the policy and its documents, the renewal, the commission it earned, and any claim.

Bring your book across

Import what you already have from spreadsheets: policies, clients, claims, leads, premium receipts from bank or M-Pesa statements, and insurers’ commission statements. Every row is checked first, and you see what will be recorded before anything is.

Policies and renewals

• Every policy with its documents, its insurer and its client, whether sold online or booked by hand.
• Renewals listed ahead of time, with reminders to your clients before cover runs out.
• Insurers see the policies sold under their products, so nobody re-keys anything.

A commission ledger that adds up

Commission is worked out from your agreed rate on each class as each policy is sold, and recorded in a ledger. Import the insurer’s statement and see at a glance what you’ve been paid and what’s still due.

Claims, followed to payment

Record a claim, add photos and documents as they come, and follow it to settlement. Clients report and track their own claims from their portal.

Leads too

Keep the people who asked for a quote, follow them up, and see which leads became policies.