Centralized customer and policy management
Customer records, care history, and renewal alerts live in one place, so you stop hunting across spreadsheets.
Summary
Centralized customer and policy management
The Customers & Policies module stores every customer record, policy, vehicle, and care-history entry in one place. It alerts you to renewals per policy, so agents can look up data fast, hand over smoothly, and never miss a customer coming due.
360-degree customer record
Contact details, vehicles, policies, and interaction history on one screen.
Clear care history
Every touchpoint is logged so the whole team knows each customer status.
Automatic renewal alerts
Counts down expiry per policy and surfaces the work that needs action.
Key capabilities
- Store customers, vehicles, and policies per record.
- Search and filter by status, expiry date, or owner.
- AI document extraction pre-fills records (users review before saving).
- Smooth handover because data sits in one shared place.
Frequently asked questions
Yes. You can import your existing customers and policies, then use AI document extraction to add new data faster.
See InsurDigi run for your team
Tell us your needs and we will advise how to roll it out for your size and workflow.
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.