Insurances & Brokers

Insurance Management System Built in 72 Hours

Stop losing clients to missed renewals. Get a custom platform that tracks every policy, sends automated renewal alerts, and manages your client portfolio — for ₱5,499/year.

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The insurance agency problem

Policies renew silently — you miss the date, the client lapses, and goes to a competitor

Client follow-ups are done manually from spreadsheets or a notebook with no reminders

No visibility into which agents close the most business or which products perform best

Commission calculations are done manually each month, creating errors and disputes

Your numbers — see the real impact

Saved per week

No more manual renewal tracking, commission calculations, or follow-up phone calls for a 200-policy portfolio.

40%

More renewals

Automated multi-touch renewal reminders recover lapsed clients before they shop around. Industry average: +38% renewal rate.

2 renewals

Pays for itself

Two recovered renewals at ₱3,000 avg premium commission more than cover the ₱5,499 annual subscription.

Every policy. Every client. One dashboard.

We build you a custom agency management platform: policy registry, automated renewal pipeline, client portal, and commission reporting — all in one system.

Policy registry

All policies in one place with insurer, coverage, premium, and renewal date. Never miss a renewal again.

Automated renewal reminders

SMS and email alerts sent to clients 60, 30, and 7 days before renewal. Your conversion rate rises automatically.

Client portal

Clients view their policies, download documents, and request changes — without calling your office.

Agent commission tracker

Auto-calculated commissions per policy and per agent. Exportable monthly reports.

Lead pipeline

Track prospects from first contact to first policy. Know your conversion rate at every stage.

Document management

Store and share policy documents, ID uploads, and claim files securely. One-click client sharing.

Choose your plan

Starter — ₱5,499/yearScale — ₱13,449/year· Domain + hosting + SSL included · 72h delivery guaranteed

What Skaly automates for you

Everything runs without you

Renewal alert pipeline

System detects policies renewing in 60/30/7 days and sends branded alerts to clients automatically.

Commission calculation

Every policy sold updates your agent commission ledger in real time. No more manual spreadsheets.

Client follow-up queue

Leads and renewals with no response auto-escalate to your follow-up queue. Nothing slips through.

Portfolio dashboard

See total premiums under management, renewal pipeline, and top-performing products at a glance.

Who uses this

Tap a use case to read our in-depth guide for that industry.

General insurance brokers →Life insurance agentsHealth & HMO brokers →Vehicle insuranceProperty & fire insuranceMicroinsurance providers

Common questions

Can it handle multiple insurance lines (life, non-life, HMO)?

Yes. You can define as many product types as you have — life, motor, fire, health, or custom lines. Each policy record is tagged to a product type and insurer.

Do clients need to log in to view their policies?

Optional. You can configure a secure client portal with login, or simply send policy summaries and documents by email — your choice.

Can multiple agents use the system at once?

Yes. Each agent has their own login and sees only their own portfolio. Admins see everything and can reassign policies between agents.

How does commission tracking work?

You set commission rates per product type (e.g. 15% of first-year premium). Every policy entered automatically calculates and logs the commission due. Monthly totals are exportable to CSV.

Ready to build yours?

5-minute form. No technical knowledge required. Delivered in 72 hours.

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