Connect
More than insurance agency software
A plain back office keeps records. Connect works with you: it connects to your insurers and brings customers, policies, renewals, accounts and partners into one system. At any moment you can see what is paid, what is expiring and what is open.
| # | Class | Insurer | Category | Status | Start | |
|---|---|---|---|---|---|---|
| 62909 | MOTOR | Insurer A | Renewal | UNPAID | 23/10/2027 | |
| 60037 | MOTOR | Insurer B | Instalment | UNPAID | 23/09/2027 | |
| 43284 | FIRE | Insurer C | Renewal | PAID | 25/07/2027 | |
| 41969 | MOTOR | Insurer A | Renewal | PAID | 28/06/2027 | |
| 30284 | LIFE | Insurer D | New business | PAID | 09/01/2027 |
Does this sound familiar?
Your agency works in five different places
- A customer's details are scattered across folders, Excel and portals
- Only one person knows where everything is
- Accounts and commissions are worked out by hand at month end
What is insurance agency software?
Insurance agency software, often called a back office, is the system an insurance intermediary uses to organise their work: customers, policies, renewals, collections, commissions and partners.
Without it, details stay in folders, in Excel and in each insurer's portal. With it, every customer and policy sits in one place, and you know at any moment what is paid, what is expiring and what is open.
Customer record
MARIA DIMITRIOUBack office and front office: the difference
An insurance agency has two sides, and they usually run on two different systems.
- Price312,40
- ApplicationΑΒΓ 1234
- Policy2041 8837 62
- ProductionRecorded
- AccountsPaid
Nothing typed twice
Back office
What happens behind the customer: running the agency.
- Customers and policies
- Renewals
- Accounts and collections
- Partners and commissions
- Reports
Front office
What happens in front of the customer: the price and the policy.
- Compare: prices from several insurers
- Print-Pay: instant policy issuing
- From price to application
- Issuing by partners
Elsewhere the front office is a separate product, and details pass from one system to the other. In Connect the price becomes an application, the application a policy, and the policy enters production, in the same system. In Connect it is all on one platform.
The front office (Compare and Print-Pay) is included in the Connect Elite plan.See it in your own agency
Start the 14-day free trial or schedule a demo for your agency.
Connect or older office software?
Many agencies still run software installed on their own computers. This is what changes with Connect.
| Older office software | Connect | |
|---|---|---|
| Installation | On every computer or a server | None, it runs in the cloud |
| Access | Usually only from the office | Wherever you have internet |
| Updates | When a new version is installed | Every week, automatically |
| Back office and front office | Separate programs | One platform |
| Entering policies | By hand | Through bridges with the insurers |
| Prices from insurers | Portal by portal | On one screen |
| Partners and commissions | Often in Excel | Calculated automatically |
| Customers see their policy | They call you | Online, in the Digital Wallet |
The older software column describes what is typical, not any specific product. Bridges are included from Connect Plus, Compare and Print-Pay in Connect Elite.
Three things we often hear about insurance agency software
People looking for insurance agency software usually compare one back office with another. But if you also need multi-quote, issuing and customer care, the comparison changes.
- "A back office is enough to get organised"
- It organises your records. It does not tell you who to call, bring in policies on its own or give prices. Connect starts from the records and carries on through the whole working day.
- "Moving from the old system is a mountain"
- The move is free and we handle it with you. Policies can also arrive through the bridges with your insurers, so nothing is retyped.
- "The cloud is for big agencies"
- A two-person agency gains the most: no server, no installation, and backups every night with nobody thinking about them.
- "I will need a separate tool for prices"
- In Connect Elite, multi-quote and issuing sit inside the same system. A price becomes an application and an application a policy, with no retyping.
- "My team will not learn it"
- We show your team the software free of charge and stay with you for the first days. Support is included in your plan.
What's included
How it connects to the rest
Frequently asked questions
What is an insurance agency back office?
It is the system an agency uses to organise customers, policies, renewals, collections, commissions and partners.
What is a front office?
It is the customer-facing part: quoting from several insurers and issuing the policy. In Connect that is Compare and Print-Pay.
Is Connect a back office or a front office?
Both, on one platform. The front office is included in the Connect Elite plan.
Where is my data stored?
In the cloud. You need no server or backups at the office.
How many users are included?
Every Connect plan includes three workstations, and you can add as many more as you need.
Can I bring data from my old system?
Yes, and the migration is free. Policies also arrive through the insurer bridges.
Where can I work from?
Any computer with internet, at the office or at home.
Can customers see their policies?
Yes, online through the Digital Wallet.
Can I send renewal reminders?
Yes, by SMS, email or Viber from inside the system.
Can I try it for free?
Yes. The trial lasts 14 days, with no card and no commitment.
Five questions, and you know what fits
Tell us how your agency works. We suggest a plan and add-ons, and you try them for 14 days with your own data.