Insurance Management
Efficiently manage insurance policies, claims, and client data with StriveMake Insurance Management Module.
Insurance Management Hub:
Effortlessly manage all insurance tasks within StriveMake, ensuring efficiency, accuracy, and compliance.
Unified Insurance Management Hub:
Streamline your insurance operations effortlessly with our comprehensive module in StriveMake. From client management to policy administration, access all your insurance-related tasks in one centralized dashboard, ensuring efficiency, accuracy, and compliance at every step.
Efficiency at Your Fingertips
Efficiency is at the core of our Insurance Management Module. With intuitive interfaces and automated workflows, you can streamline administrative tasks, allowing you to focus more on growing your business and serving your clients effectively. Say goodbye to manual processes and hello to increased productivity.
Precision and Accuracy
Accuracy is paramount in insurance management, and our platform ensures data consistency and real-time updates. Centralized information storage eliminates errors, providing you with accurate client, policy, and financial information whenever you need it. Make informed decisions with confidence backed by reliable data.
Compliance Confidence
Compliance is simplified with our Insurance Management Module. Stay on top of industry regulations and standards effortlessly, ensuring adherence to legal requirements and implementing best practices for data security and privacy. Maintain compliance with ease, giving you peace of mind in a highly regulated industry.
Insights for Informed Decisions
Insightful reporting and analytics provide valuable insights into your insurance operations. Track key performance indicators, monitor trends, and identify opportunities for improvement. With comprehensive reporting tools, you can make data-driven decisions and strategize effectively for future growth.
Effortless Claim Management
Initiate and manage insurance claims effortlessly with a single click using our intuitive Claim Management feature. With streamlined access to the claims process directly within StriveMake, you can seamlessly submit claims, track their progress in real time, and ensure prompt resolution. Simplify communication with insurers and clients, enhancing efficiency and customer satisfaction throughout the claims journey.
Renewals Made Easy
Never miss a policy renewal deadline with our Renewal Management functionality. Automatically track policy expiration dates, send timely reminders to clients, and streamline the renewal process with automated workflows. Ensure continuity of coverage and maintain strong client relationships by simplifying the renewal process from start to finish.
Why choose dedicated modules for your business?
With StriveMake, you can conveniently manage all your business functions from a single location.
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- Pay-as-you-go
- Unlimited installation
- Secure cloud storage
- Instant activation
- Cancel anytime
- All updates included
- 24/7 priority support
- Instant activation
- Cancel anytime
- All updates included
- 24/7 priority support
About the Insurance Management add-on
Insurance Management handles policies, clients, renewals and claims for brokers and agencies. It records each policy details and dates, tracks commissions, flags upcoming renewals and logs claims as they progress. Within StriveMake, client records connect to your CRM, premiums and commissions post to accounting, and tasks feed your wider workflow. One login keeps policies, renewals and claims aligned, so agents never miss a renewal date, clients get timely follow-up, and the agency sees which policies and products bring in the most commission.
What you can do with Insurance Management
- Maintain policy records with coverage, dates and premiums
- Track renewals and send timely renewal reminders
- Log and follow claims through to settlement
- Calculate agent commissions on policies sold
Who Insurance Management is for
Insurance brokers and agencies managing policies, renewals, claims and agent commissions.
Insurance Management — frequently asked questions
What does the Insurance Management add-on do?
It manages an insurance practice: storing policies with their coverage, dates and premiums, tracking renewals, logging claims, and calculating agent commissions. Client and policy histories stay together so nothing slips. Inside StriveMake, those records connect to billing and your CRM, giving brokers a complete view of every policy and client.
How much does the Insurance Management add-on cost?
The Insurance Management add-on is $29,00/month or $278,00/year on top of your StriveMake plan, and you can turn it off whenever you like.
Can it remind me when policies are due for renewal?
Yes. Each policy carries its key dates, and the module flags renewals as they approach so agents can contact clients in good time. This reduces lapsed policies and lost commission, and because client details are right there, follow-up is quick. Keeping renewals visible helps an agency retain business it might otherwise let slip.
Does Insurance Management work with the rest of StriveMake?
It does. Client details use the same CRM contacts, premiums and commissions post into accounting, and follow-up tasks fit your wider workflow. Reports tie policies, renewals and claims to revenue, so a broker can manage relationships, retention and commission income together in one connected workspace instead of separate trackers.
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