IDInsurDigi
Insurance management software for agencies and teams

Insurance management software

InsurDigi helps agencies manage policies, customers, and renewals, and extract documents with AI, all in one place instead of scattered spreadsheets.

Book an InsurDigi demoSee why teams choose us

AI summary

What is InsurDigi?

InsurDigi is insurance management software for agencies and teams: it brings customers, policies, renewals, commissions, and tasks into one place so teams can reduce spreadsheet dependency and avoid missing important data.

  • InsurDigi manages customers, policies, renewals, debts, and commissions in one workspace.
  • The product fits individual agents, team leaders, and growing insurance organizations.
  • AI/OCR helps extract documents; users review extracted data before saving it.
InsurDigi dashboard mock-up showing policies, renewals, commissions, and AI OCR
InsurDigi dashboard mock-up showing policies, renewals, commissions, and AI OCR
Direct answer

What problem does InsurDigi solve?

InsurDigi is insurance management software for agencies and teams: it brings customers, policies, renewals, commissions, and tasks into one place so teams can reduce spreadsheet dependency and avoid missing important data.

  • Built for individual agents, team leaders, and growing insurance organizations.
  • Focused on policy data, renewal reminders, commission tracking, and team collaboration.
  • Includes AI/OCR support for document extraction, with user review before saving.

Cited references

Vietnam Decree 13/2023/ND-CP on personal data protectionVietnam Insurance Business Law 2022
Insurance management software for agencies and teams

Managing insurance in spreadsheets makes teams lose customers

When policies, customers, and renewal dates sit across many files, missed work and errors become inevitable.

Missed renewals and fee collection

Without centralized reminders, deadlines slip and customers churn.

Customer data stays scattered

Each person holds a piece, so handover and lookup are slow.

Agent commissions are hard to track

More policies and collaborators make commissions easy to miscalculate.

Team performance is hard to monitor

As the team grows, managers struggle to see who is on track and what is slipping.

All-in-one
Policies & customers in one place
Automated
On-time renewal reminders
Transparent
Agent commission tracking
VI · EN
Bilingual interface

InsurDigi helps insurance teams operate cleaner

Bring policies, customers, and work into one place so the team moves faster with fewer errors.

Centralized policy and customer management

Everything lives in one place, with no more hunting for old files.

On-time renewal and debt follow-up

The system surfaces what needs action before deadlines slip.

Clear agent commission tracking

Track commissions and sales per person without manual memory.

Key features of InsurDigi insurance management software

InsurDigi brings the entire insurance agency workflow into one platform: policy management, customer care, renewal reminders, commission tracking, and AI document extraction. Each feature is designed to cut manual work and reduce errors as your book of business grows.

Centralized policy and customer management

Every insurance policy and customer record lives in one place with clear history and easy lookup. The team no longer asks "where is the latest file?" or reconciles multiple Excel versions.

  • Store customer, vehicle, and policy data per record.
  • Search and filter fast by status, expiry date, or owner.
  • Smoother handover because data sits in one shared place.

Renewal reminders and debt tracking

The system automatically surfaces policies approaching renewal and unpaid fees, so the team can act before deadlines slip. This is where manual spreadsheet management loses the most customers.

  • Automatic renewal countdown per policy.
  • Early alerts for fees and debts coming due.
  • Fewer lost customers from missed renewals.

Agent and collaborator commission management

Track commissions, sales, and performance per collaborator transparently, instead of manual calculations that break as policy volume grows. Managers see the full picture without relying on memory.

  • Track commissions per policy and per person.
  • View sales and team performance over time.
  • Fewer disputes thanks to clear numbers.

AI document extraction

AI reads and extracts data from documents like ID cards, vehicle registrations, or insurance certificates, then pre-fills the record. The team saves data-entry time and reduces manual errors.

  • Recognize and extract data from document images.
  • Pre-fill customer and policy records.
  • Users review before saving to ensure accuracy.

Excel vs InsurDigi for insurance management

The table below summarizes the difference between managing insurance manually in Excel and using InsurDigi.

CriteriaManaging with ExcelInsurDigi
Data storageScattered across files and peopleCentralized with role-based access
Renewal remindersManual recall, easy to missAutomatic alerts before due date
Commission managementManual math, error-prone at scaleTransparent tracking per person
Document entryType each field by handAI extracts and pre-fills
Sales reportingCompiled manually each periodViewed in real time

Why agencies choose InsurDigi over spreadsheets

We focus on real fit for insurance work: managing policies, renewals, and agent commissions, instead of a generic CRM.

Why us
Designed around insurance workflows instead of being a generic CRM shell.
Data, renewals, tasks, and reporting live together to reduce operational gaps.
You can start from the most urgent need and expand gradually as the team grows.
Plans can be shaped with clearer marketing guidance for each business goal.

Insurance management software pricing by goal

Choose a plan by agency size and goal: centralize data, manage the team, or scale operations.

Compare plans by fit, goals, and value

This section uses the real plan data already inside the system, presented in a clearer way for public visitors.

Starter

Goi khoi dau cho ca nhan va doanh nghiep nho

₫199,000/month
Plan highlights
  • Up to 2 users
  • Up to 1000 customers
  • Up to 1000 policies
Talk to us about the right planLog in to the app

Professional

Goi chuyen nghiep cho doi ngu vua

₫499,000/month
Plan highlights
  • Up to 5 users
  • Up to 5000 customers
  • Up to 5000 policies
Talk to us about the right planLog in to the app

Business

Goi doanh nghiep cho doi ngu lon

₫999,000/month
Plan highlights
  • Up to 20 users
  • Up to 50000 customers
  • Up to 50000 policies
Talk to us about the right planLog in to the app

Insurance knowledge and agency operations blog

Articles on policy management, renewals, agent commissions, and implementation stories, organized to be easy to read.

Blog
Case study: digitizing renewals for a 2,000-policy office
Implementation stories

Case study: digitizing renewals for a 2,000-policy office

A real-world style scenario showing how a policy office moved from scattered files to a centralized renewal workflow.

Read article
3 renewal outreach scripts that actually work
Customer and renewal management

3 renewal outreach scripts that actually work

Call, message, and follow-up scripts that improve renewals while keeping the customer experience professional.

Read article
7 things to check before buying car insurance
Insurance knowledge

7 things to check before buying car insurance

A practical checklist that helps advisors and buyers compare motor insurance with more confidence.

Read article
New Renewal Center improves queue visibility for teams
Product news

New Renewal Center improves queue visibility for teams

Our updated Renewal Center puts queue, tracking, and completed work into one flow for faster operations.

Read article

Start managing insurance more cleanly

Tell us your needs and we will advise how to roll out InsurDigi for your agency and team.

Book an InsurDigi demoSee why teams choose us

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Common questions before teams make the shift

These are the questions we often hear from teams moving away from spreadsheets and fragmented workflows.

InsurDigi is insurance management software that helps agencies and teams manage policies, customer records, renewal reminders, and agent commissions in one system. You replace scattered spreadsheets with a single, clearer workspace.

Tell us what you need and we will guide you from there

Share your team size or your current bottleneck. We will respond with practical direction instead of a generic pitch.