INSURANCE MANAGEMENT

Manage Policies,
Not Paperwork

End-to-end insurance management for agencies, brokers and takaful companies. From policy issuance to claims settlement — digitise your entire workflow with Pakistan's most trusted insurance software.

INS-2026-04521
Issued: 15 Jun 2026
ACTIVE

Tariq Mehmood

Motor Insurance

Toyota Corolla 2024

15 Jun 2027

Rs 45,000/yr
Rs 3,500,000
Active Policies
1,245
Premium Collection
Rs 28M
Claims Pending
12
Renewal Due
45
0+
Insurance Agencies
0K+
Active Policies
Rs 0B+
Coverage Managed
0%
Renewal Rate

From Lead to Renewal — Fully Automated

Every step of the insurance journey, tracked and optimised in one system.

Step 01

Lead Capture

Capture enquiries from walk-ins, referrals & online forms

Step 02

Quote & Proposal

Generate premium quotes with multiple coverage options

Step 03

Policy Issuance

Issue policies with auto-generated certificates & schedules

Step 04

Premium Collection

Track payments via JazzCash, EasyPaisa, bank & cheque

Step 05

Claim Processing

File, review, approve & settle claims with full audit trail

Step 06

Renewal

Auto-reminders via WhatsApp & SMS 30/15/7 days before expiry

Everything Your Agency Needs to Grow

Six powerful modules designed for how insurance businesses actually work in Pakistan.

Policy Management

Create, modify and track policies across all product lines. Manage endorsements, cancellations and mid-term adjustments with full version history.

LifeMotorHealthProperty

Premium Collection & Reminders

Track premium payments, installments and overdue amounts. Auto-send WhatsApp & SMS reminders for upcoming and late payments. JazzCash & EasyPaisa integrated.

JazzCashEasyPaisaBank Transfer

Claims Processing & Settlement

Complete claims workflow from filing to settlement. Document uploads, surveyor assignment, approval chains and cheque/IBFT disbursement tracking.

FilingReviewApprovalSettlement

Agent & Broker Commission

Automatic commission calculation based on product, tier and volume. Track agent performance, generate commission statements and process payouts seamlessly.

Tiered RatesAuto-CalcPayout

Customer & Lead Management

360-degree customer profiles with policy history, family details, claims record and communication log. Convert leads to policyholders with pipeline tracking.

CRMPipelineHistory

Compliance & Reporting (SECP)

Generate SECP-compliant reports, loss ratio analysis, premium registers and agent production summaries. Audit-ready documentation at the click of a button.

SECPLoss RatioAudit Trail

Track Every Claim from Filing to Settlement

Real-time pipeline visibility so nothing falls through the cracks.

Active Claims Pipeline

March 2026
CLM-4521 — Motor Accident
Tariq Mehmood · Toyota Corolla
Settled
Rs 250,000
CLM-4518 — Hospitalisation
Ayesha Siddiqui · Family Floater
Approved
Rs 1,200,000
CLM-4515 — Fire Damage
Hassan Textiles · Commercial
Under Review
Rs 850,000
CLM-4512 — Death Benefit
Noman Ali · Term Life Plan
Filed
Rs 2,500,000
7 Days
Avg. Settlement Time
94%
Approval Rate
28
Total Claims This Month
Rs 4.8M
Amount Settled

Commission Tracking — Transparent & Automated

Real-time commission calculations for every agent and broker in your network.

Agent Name Policies Sold Premium Generated Commission Rate Commission Earned
FA
Farhan Ahmed TOP AGENT
142 Rs 8,520,000 12% Rs 1,022,400
SK
Sana Khalid
118 Rs 6,740,000 10% Rs 674,000
RI
Rizwan Iqbal
95 Rs 5,180,000 10% Rs 518,000
NB
Nadia Butt
87 Rs 4,350,000 8% Rs 348,000
AM
Asad Mehmood
64 Rs 3,210,000 8% Rs 256,800
Total (5 Agents) 506 Rs 28,000,000 Rs 2,819,200

Built for Every Insurance Vertical

Whether you sell motor policies or manage takaful funds — one system handles it all.

Life Insurance Agencies

Term life, whole life, endowment and unit-linked plans. Manage State Life, Jubilee Life and EFU Life product catalogs seamlessly.

Motor / Vehicle Insurance

Comprehensive and third-party motor policies. Vehicle schedules, no-claim bonuses, accident surveys and quick claim settlements.

Health Insurance

Individual, family floater and corporate group health plans. Hospital panel management, cashless claims and pre-authorisation workflows.

Property Insurance

Fire, theft, flood and earthquake coverage for commercial and residential properties. Survey management and risk assessment tools.

Takaful Companies

Shariah-compliant takaful fund management. Participant contribution tracking, surplus distribution and Waqf fund accounting for Takaful Pakistan.

Corporate Group Insurance

Employee group life and health schemes. Company-wise policy management, member additions/deletions and annual renewal processing.

The Unfair Advantage for Insurance Agencies

Purpose-built features that generic CRMs simply cannot offer.

Multi-Product Support

Manage life, motor, health, property, marine and takaful products — all from a single dashboard with product-specific workflows.

SECP Compliant

Pre-built report formats aligned with Securities & Exchange Commission of Pakistan requirements. Audit-ready at any time.

Auto Renewal Reminders

Never lose a renewal. Automated WhatsApp, SMS and email reminders sent 30, 15 and 7 days before policy expiry to both agents and customers.

Agent Commission Tracking

Tiered commission structures, override commissions for team leaders, and automated monthly payout calculations. No more spreadsheet errors.

Claims Workflow Engine

Configurable claims pipeline with role-based approvals, document checklists, surveyor assignment and settlement tracking.

WhatsApp Notifications

Policy issuance confirmations, premium due alerts, claim status updates and renewal reminders — all delivered via WhatsApp Business API.

Trusted by Insurance Professionals

Hear from agencies and brokers who transformed their operations.

"Pehle hum Excel mein sab policies track kartay thay — ab sab kuch ek system mein hai. Renewal reminders ki wajah se humari retention 40% improve hui hai. Bohat zabardast system hai."

Kamran ShahzadDirector, Al-Baraka Insurance Agency, Lahore

"Claims processing jo pehle 3 weeks leta tha, ab 5 din mein settle ho jata hai. Agent commission tracking bilkul transparent hai — koi dispute nahi hota ab. Best investment we made."

Farah NazOperations Manager, SafeGuard Brokers, Karachi

"Takaful fund management ke liye yeh system perfect hai. SECP reports automatically generate hoti hain aur participant tracking bahut easy hai. Logic Racks ki team ne hamari zaroorat samjhi."

Muhammad UsmanBranch Manager, Takaful Pakistan, Islamabad

Simple, Transparent Pricing

No hidden fees. Scale as your agency grows.

Agency
PKR 18,000/month
  • Up to 500 Active Policies
  • 5 Agent/Broker Accounts
  • Policy & Premium Management
  • Claims Processing
  • Commission Tracking
  • WhatsApp Notifications
  • Basic Reports & Analytics
  • Email & Chat Support
Get Started
POPULAR
Multi-Branch
PKR 40,000/month
  • Up to 2,500 Active Policies
  • 20 Agent/Broker Accounts
  • Multi-Branch Management
  • Advanced Claims Workflow
  • Tiered Commission Structures
  • SECP Compliance Reports
  • Customer Portal Access
  • API Integration
  • Priority Phone Support
Get Started
Enterprise
PKR 90,000+/month
  • Unlimited Policies & Agents
  • Unlimited Branches
  • Custom Product Configuration
  • Reinsurance Module
  • Takaful Fund Management
  • White-Label Branding
  • On-Premise Deployment Option
  • Dedicated Account Manager
  • Custom SLA & Training
Contact Sales

Frequently Asked Questions

Yes, the system supports unlimited insurance product lines. You can configure Life, Motor, Health, Property, Marine, Travel and Takaful products — each with their own premium calculation rules, documentation requirements and claims workflows.

Absolutely. You can set up tiered commission structures based on product type, premium volume and agent rank. The system auto-calculates commissions when a policy is issued and generates monthly commission statements ready for payout.

Yes. We provide a free data migration service during onboarding. Our team will import your existing policies, customer records, agent data and claims history from Excel, CSV or your current system — ensuring zero data loss.

Yes. The system generates SECP-compliant premium registers, claims registers, loss ratio reports and agent production summaries in the required formats. Reports can be exported as PDF or Excel for submission.

Yes. The Enterprise plan includes a dedicated Takaful module with participant contribution tracking, Waqf fund accounting, surplus distribution calculations and Shariah-compliant reporting — designed specifically for companies like Takaful Pakistan and Pak-Qatar Takaful.

The system automatically sends renewal reminders via WhatsApp, SMS and email at 30, 15 and 7 days before policy expiry. Both the policyholder and their assigned agent receive notifications. You can customise the message templates and timing intervals.

The system supports JazzCash, EasyPaisa, bank transfer (IBFT), cheque, cash and credit/debit card payments. Each payment is automatically reconciled against the policy and reflected in real-time on the premium ledger.

Ready to Manage
Policies Smarter?

From policy issuance to claims settlement — automate your entire insurance workflow. Book a free demo and see it configured for your agency.

  • Free 30-minute live demo
  • Policy data migration
  • Product catalog pre-loaded
  • Agent onboarding support
  • No commitment required