By module

CRM & commissions

The relationship layer under everything — clients, markets, cedants and reinsurers are all accounts, and the parties on every placement, treaty and policy resolve to them.

Best use case

Keeping one source of truth for every counterparty (insured, carrier, cedant, reinsurer, bank channel) so business and money roll up per party.

Accounts & contacts

Accounts carry type, industry, country and custom fields, with contacts attached. Because placements, treaties, cessions and channels reference accounts, you get a per-party view of the business and the commissions it generates.

Pipeline & campaigns

An opportunity pipeline with stages, plus campaigns/outreach — so new business is tracked from lead to bound.

Commissions

Commission tracking spans the chain — insurance brokerage, reinsurance-programme brokerage, bancassurance channel commission — each recognised on bind and posted to the ledger (receivable/income or expense/payable). The commissions register shows what's earned and owed.

Best practice

Set custom fields you actually filter/report on; keep counterparties de-duplicated so per-party roll-ups stay accurate.

Documentation overview