Insurance Agents Management Software

Manage clients’ insurance with Daftra Insurance Agents management software. Save the data of the contracting agencies and link their insurance conditions and discount rates with their beneficiaries, determine insurance rates and easily define various insurance categories and classes of each company. Specify a group of products and services subject to the agreed rates, and the system applies insurance co-payment and deduction rates automatically in the invoices issued to the beneficiaries, as well as issuing the invoices due to the insurance companies.

  • Free 30-day trial
  • No credit card needed
  • No Setup

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Invoicing & Quotations
Point of Sale
Offers & Discounts
Installments Management
Sales Targets & Commissions
Insurance Management

Identify contracted
insurance companies

Add a database of insurance companies and link each client’s insurance agent in their profile. Define the categories and insurance classes of each company with easy-to-use screens and display all invoices for the amounts required to be collected per agent as their share in co-payment.

Determine different insurance segments and classes

Set different insurance categories for each company and define the groups of products and services subject to insurance in each category, then start assigning these categories to clients benefiting from the insurance system. Daftra automatically applies the insurance co-payment percentage rates within invoices issued in the client’s name and calculates the customer’s net payment.

Adjust insurance and co-payment share

With Daftra insurance management system, determine the percentage of the insurance agent’s coverage, and the discount rate for the customer, if any, on one or more categories of products and services subject to insurance. Determine the maximum amount of co-payment that the insurance company or the customer bears for each invoice issued.

Daftra Promises as Your
Business Partner

Find out why Daftra has been the choice of over 10,000 SMEs.

Free and
Quick Support

Daftra support is equipped to meet your every inquiry, round the clock, to satisfaction.

Safe and
Secure

Daftra is hosted on secure servers, with 256-bit SSL encryption technology, so is your data in full, private, protected, with constant auto-backups for increased security.

Personalized
Experience

Curated with personalization prioritized, create from scratch or find fully customizable templates, field entries, report filtering, customizable system colors and logo upload to maintain your brand.

Simple
and Advanced

Daftra user manuals are there to guide you, but you won’t feel lost without them. Easily navigate and use powerful features running in the back to provide you a seamless front.

Save Time
and Effort

Our intuitive user interface, backed by automation, is dedicated to serving serious business owners who have no time to waste.

Remote, Yes.
Disconnected, Never

Daftra is cloud-based, your business is never out of reach. Access and manage your business, anywhere, anytime, from any device, consistently updated and intact.

Free
Lifetime Updates

Daftra is constantly growing to expand supporting you. Ongoing updates are included for free, whatever plan you select, forever.

Cut-rate
Deal

All-in-one and accessible for your business in whatever size and budget. Replace a number of tools, with their effort of learning and fees by investing in one budget-friendly solution.