About Us
Trusted Partner for Insurance Agents.
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Leads
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Policy
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Renewal
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Commission
Our services are thoughtfully designed to cater specifically to the needs of your insurance advisory business.
Our services are tailored to empower insurance advisory businesses with tools specifically designed to simplify lead management, policy tracking, and renewal follow-ups. Whether it's organizing client data, keeping track of active policies, or ensuring no renewal is missed, our solutions are built to streamline your operations. With iAgency Software, you can focus on growing your business while delivering exceptional service to your clients.
Lead Management
Efficiently track and manage potential clients with our lead management feature. Stay organized, prioritize follow-ups, and convert more leads into loyal customers by never missing an opportunity.
Policy Management
Keep all your policy details in one place for easy access and tracking. From issuing new policies to monitoring active ones, our system ensures you stay on top of every client's insurance needs.
Renewal Follow-ups
Never miss a renewal with automated alerts and follow-up tools. Ensure timely client communication, improve retention rates, and build trust by staying proactive with renewals.
Commission Tracking
Simplify your earnings management with our commission tracking feature. Automatically calculate and record commissions from each policy, ensuring complete accuracy and transparency. Stay updated on your income, identify top-performing products, and focus on growing your revenue without the hassle of manual tracking.
How iAgency Software Works:
Everything you need on creating a Insurance Advisory Business Process
Seamless Lead Management
Easily capture, track, and manage leads from various sources, ensuring that no potential client slips through the cracks. Follow up with leads in a timely manner to increase conversions.
Efficient Policy & Renewal Tracking
Keep all your policies organized and up-to-date. The software sends automatic reminders for renewals, ensuring you never miss an opportunity to retain clients.
Comprehensive Business Insights
With built-in analytics and commission tracking, iAgency Software gives you real-time insights into your business performance, helping you optimize operations and drive growth.
Why Customers Choose iAgency Software
Our software is designed to be intuitive and easy to use, even for beginners. You can quickly get started without a steep learning curve, streamlining your workflow from day one.
From lead management to policy tracking and commission reporting, iAgency Software offers all the tools you need to efficiently manage your insurance advisory business in one place.
We provide dedicated customer support through your personal relationship manager, ensuring you have the help you need whenever you need it. We're committed to your success.
Meet the Team
At iAgency Software, our dedicated team is the backbone of our success. Each member brings unique expertise and passion to help insurance advisors like you thrive. From product development to customer support, we work together to provide innovative solutions and exceptional service. Get to know the people who are committed to supporting your business every step of the way.
See All Members
Dheeraj Lunia
Deepak Suthar
Yashjeet Ramawat
Vijay Pal
Poonam Balani
Get In Touch
Got any questions? Don't hesitate to get in touch.
Address
iAgency SoftwareC/O iStart Jodhpur Nr Polytechnic College,
Residence Road Jodhpur 342001
Phone
+91 946 100 8994