Insurance client book and claims
iERP for insurance brokers and agencies joins the client book and claims: the CRM holds every client with their policies and renewals, Support handles each claim as a ticket with its deadline and Automation alerts you to what falls due and what gets stuck. You check it all from your Claude or ChatGPT.
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01 · CRM
Insured client
InPolicy in the book
OutPolicies and renewals
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02 · CRM
Renewal coming up
InPolicies and renewals
Out30-day alert
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03 · Support
Claim reported
In30-day alert
OutTicket with its deadline
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04 · Support
Documents requested
InTicket with its deadline
OutClient's photos and quote
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05 · Automation
Automatic alert
InClient's photos and quote
OutReminder if something is missing
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06 · Support
Claim handling
InReminder if something is missing
OutInsurer's response
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07 · Support
Claim closed
InInsurer's response
OutClient informed
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08 · Automation
Follow-up
InClient informed
OutClosing email to the client
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09 · CRM
Book up to date
InClosing email to the client
OutClient history updated
One record from start to finish: nothing is typed twice · Sample data
The client book, in one conversation
Management asks and the assistant crosses CRM, Support and Automation: this month's renewals, stuck claims and clients waiting for an answer.
Your assistant · connected to iERP
Which claims have had no movement for more than ten days, and which policies renew in November?
- → support · open claims
- → crm · November renewals
- → automation · scheduled alerts
Three claims are stalled waiting for documents from the client. 42 policies renew in November. Shall I send a reminder to the three clients?
Yes, go ahead Review
3 reminders sent
Sample data
3 modules. Why each one.
The client, their policies and their claims are the same record: nobody asks again for what is already on file.
Sample data
Claims, moving
Each handler works their claims queue and each one is measured against its deadline. You see which file is stalled and why before the client calls.
Client book and claims. One price.
- CRM €15 / month
- Support €15 / month
- Automation €15 / month
- Volume discount · −10% −€4
- Users · 10 €50 / month
- Connector to your AI (MCP) Included
This industry's modules, 10 users and the connector to your AI, per month.
€91/ month
Paying annually: €72 per month.
Every user costs the same, whatever they use. Prices exclude VAT.
Frequently asked
Which modules does a broker need?
CRM for the client book, Support for claims and Automation for alerts. Support relies on CRM, so they go together.
Does it alert me to renewals?
Yes. An Automation rule can alert you to the policies coming up for renewal and prepare the contact with each client.
Can I request documents from the client from the ticket?
Yes. The ticket keeps whatever the client sends you and, if something is missing, an automatic alert reminds them.
What do I need to connect my assistant?
Your Claude or ChatGPT and the connector address, which we give you when you create your account. Each person signs in with their iERP user, via OAuth or a personal token.