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.
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.
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.
InsurDigi insurance software interface
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.
Deployment metrics
37
Active agencies and organizations managing on the platform
Source: Sigma core-insurance system dashboard ·
~35%
Reduction in policy lookup and processing time
Source: Performance survey across pilot insurance agencies ·
100%
Automated policy status sync and renewal notifications
Source and as-of date are listed per metric.
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.
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.
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.
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.
Excel vs InsurDigi for insurance management
The table below summarizes the difference between managing insurance manually in Excel and using InsurDigi.
| Criteria | Managing with Excel | InsurDigi |
|---|---|---|
| Data storage | Scattered across files and people | Centralized with role-based access |
| Renewal reminders | Manual recall, easy to miss | Automatic alerts before due date |
| Commission management | Manual math, error-prone at scale | Transparent tracking per person |
| Document entry | Type each field by hand | AI extracts and pre-fills |
| Sales reporting | Compiled manually each period | Viewed in real time |
See our insurance management software pricing, why agencies choose InsurDigi, or explore the insurance operations blog.
Insurance management software pricing by goal
Choose a plan by agency size and goal: centralize data, manage the team, or scale operations.
Compare InsurDigi plans
The table lists real prices and limits for each plan so you can match them to your team size and policy volume.
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
- 500,000 AI tokens/month
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
- 2,000,000 AI tokens/month
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
- 10,000,000 AI tokens/month
Insurance knowledge and agency operations blog
Articles on policy management, renewals, agent commissions, and implementation stories, organized to be easy to read.
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 articleCustomer 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 articleInsurance knowledge
7 things to check before buying car insurance
A practical checklist that helps advisors and buyers compare motor insurance with more confidence.
Read articleProduct 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 articleWhat agencies say about InsurDigi
Real feedback from insurance professionals and agency partners using our digital platform for day-to-day operations.
Average rating: 5 out of 5 · 5 reviews
“Since using automated contract management, our team tracks renewals more clearly. Operations are leaner and we rarely miss policy deadlines.”
“RBAC and approval workflows are tight. Integrated payments automate reconciliation and improve the client experience.”
“Telegram reports and alerts let executives track advisor performance in real time without opening the dashboard constantly.”
“The payment popup UI is intuitive. Premium completion rates rose and manual reconciliation errors dropped.”
“Docker infrastructure runs smoothly. Workflows are separated by department from HR to policy issuance, fitting our multi-tenant SaaS model.”
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.
Trusted by agencies & organizations
Agencies and organizations running day-to-day insurance operations on InsurDigi.
- Minh Phat Insurance Agency
- Sai Gon Insurance Broker
- Global Insurance Agency Network
- Fintech Hub
- Digital Insurance Alliance
Start managing insurance more cleanly
Tell us your needs and we will advise how to roll out InsurDigi for your agency and team.
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.