Insurance Agent Planner
Customers, policies and appointments in one place, with reminders for birthdays and premium due dates
A management system for insurance agents that works on both mobile and desktop. Keep customers and prospects, record policies with sum assured, premium and payment cycle, and log appointments and meeting results. The home screen shows at a glance whose birthday is coming up, which premiums are due soon and who you are meeting next.
Built for: Insurance agents
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Screenshots
1Home: birthdays and premiums coming due 
2Search and filter your customers 
3Each customer's appointments and policies 
4All policies, with premium-due flags 
5Full policy details on one screen 
6Your appointments on a monthly calendar
Key features
A home screen of what's coming up
See upcoming customer birthdays, premiums coming due and your next appointments on one screen.
Customers and prospects
Keep customers and prospects apart, search by name, nickname or phone, filter by status and sort. A quick form captures new prospects and where they came from.
Complete policy records
Store policy number, plan, type, sum assured, premium, payment cycle, coverage period, insurer, beneficiary and riders.
Premium due reminders
Due dates are worked out from each policy's start date and payment cycle, and policies coming due are flagged so you never miss a reminder call.
Never miss a birthday
Customers with birthdays coming up appear on the home screen and in the list, a natural reason to get in touch.
Appointments and calendar
Log appointments with date, time, channel and outcome, and see the whole month on the calendar.
Works on mobile and desktop
Designed for your phone while you're out meeting customers, and for your computer back at the desk.
Plans
Contact our team for pricing and details.
Questions about this product
Does it work on a phone?
Yes. Use it in your phone's browser, and on a computer with the same account.
How do premium reminders work?
Due dates come from each policy's start date and payment cycle. Policies coming due appear on the home screen and are flagged in the policy list.
Can I keep track of prospects?
Yes. Use the full or quick prospect form to save nickname, phone, LINE, lead source and notes for your pitch.
Which policy types can I record?
Life, health, accident, critical illness, income protection, investment-linked and others, plus riders.
How do I get started?
Contact the Phatgrins team for a demo and an account.