CRM System for Insurance Brokers
A CRM System built for Insurance Brokers — with policy renewals and client reminders, Arabic, WhatsApp, and ETA compliance, on a system you own.
What we solve for Insurance Brokers
A salesperson leaves and takes the customer list with them.
Leads come from WhatsApp and get lost between chats.
No one can say which channel or rep actually drives sales.
Features
WhatsApp lead capture
Pipeline & follow-up reminders
Rep performance reports
Owned customer database
Quotes & invoices (ETA-ready)
Arabic interface for the whole team
ETA e-invoicing
We build ETA e-invoice / e-receipt submission as a scoped deliverable with its own timeline and sign-off.