Insurance Management
Manages a multi-level insurance agent network, tracking clients, policies, and commissions in one place. Streamlines downline oversight and financial reporting for agency operations.
A web platform built for insurance agencies operating a multi-level marketing structure, where agents recruit downlines and earn commissions on policies sold across their network. It centralises client onboarding, policy lifecycle management, nominee tracking, and financial reconciliation, while giving each agent visibility into their team's performance and rank progression. Role-based permissions separate agent, administrator, and finance responsibilities, and Excel import/export bridges legacy workflows. Dashboard visualisations surface sales trends and commission payouts, replacing manual spreadsheets with a single source of truth for the agency.