CRM & Reporting

Good decisions come from good information. Agisanang’s CRM & Reporting service keeps client, policy and claim records in one place and turns them into reports that underwriters, brokers and management can use. It runs on AGI Online, our own web-based platform, so the data your portfolio generates is organised and easy to find.

What’s included

• Client records: One profile per client, linked to their policies, contacts and history.
• Policy records: Policies, schedules, endorsements and renewals in one view.
• Claims tracking: The status of every claim, from registration to closure.
• Interaction history: Calls, emails and requests logged against the client, so anyone on the team can pick up where the last person left off.
• Follow-up and renewal tracking: Reminders for renewals, outstanding documents and actions.
• Document storage: Policy documents, claim documents and correspondence kept with the record.
• Access control: The right people see the right information.

Reports

• Portfolio reports: Premiums, policy counts and exposures by broker, product or period.
• Claims reports: Volumes, settlement values, turnaround and outcomes.
• Renewal reports: What is due, when, and what has been done.
• Bordereaux: Premium and risk reports for underwriters.
• Broker reports: A broker’s book, claims and renewals.
• Custom reports: Built around the questions your business asks.

How it works

1. Policy, client and claim information is captured once on AGI Online.
2. Records are updated as work happens, not at month end.
3. Standard reports are produced on an agreed schedule.
4. Custom reports are built on request and added to the schedule if they prove useful.

What you get

• One source of truth for clients, policies and claims
• Reports in plain layouts that people actually read
• Less time spent reconciling spreadsheets
• Visibility for management without chasing the team

Who it’s for

Underwriters who need portfolio visibility, brokers who need to manage their client book, and management who need numbers they can trust.

What we need to start

• Your existing client and policy data, where you have it
• The reports you use now and what you would change
• The people who need access and what they should see
• The schedule on which you want reports