by SoftControl
KeyTray Insurance
A management system for insurance brokers — clients, policies, insurers and commissions in the same books.
What it does
KeyTray Insurance is built for insurance brokerage firms. It keeps the client portfolio, the policies with each insurer and the commissions in one place, on top of KeyTray's accounting so premiums, commissions and payments end up in the financial statements without a separate system.
Who it is for
- Insurance brokers and agencies
In detail
Insurance brokers · Available
Client portfolio and policies
Multiple insurers and product lines
Commissions and fees
Renewals follow-up with CRM
Accounting, HR and payroll included
Three steps, one system.
Quote
Track the opportunity in the CRM.
Issue
Record the policy with its insurer.
Collect
Premiums and commissions flow to accounting.
Run your organization on KeyTray — in the United States.
Tell us your industry and how many companies and users you have. We answer within two business days.