How it works
From spreadsheets to one workspace in a week
Set up your firm
Add your logo and colours, invite your team, and list the insurers and HMOs you place with and the commission each pays.
- Sign up as principal, confirm your email, and add your firm’s logo, colours and NAICOM licence number.
- Invite account officers, finance staff and viewers. Each gets an email to set a password.
- List the insurers and HMOs you place with, their placement email, and your commission rate per line.
Bring your book in
Upload your client list and existing policies from a spreadsheet. Map your columns once; anything we can't read comes back with its row number.
- Upload your client list and existing policies as Excel or CSV.
- Check our guess at which column holds what, then import.
- Fix the rows in the error report and import them again. Policies already in are skipped.
Quote, propose, place
Compare options, send a branded proposal, record which one the client took. The debit note and placement slip follow automatically.
- Pick a client and a line, and fill in the risk details.
- Add options: Yousure HMO plans for health, or each insurer's quote for any line.
- Send the branded proposal. When the client accepts, the policy, debit note and placement slip are created.
Renew and get paid
Work the renewal pipeline, record premium received and remitted, and reconcile what each carrier owes you.
- Policies ending in 90 days appear in the renewal pipeline; officers are emailed at 90, 60 and 30 days.
- Finance records premium received and remitted against each debit note.
- Record commission against credit notes; shortfalls are flagged for you to chase.
Getting started
What firms ask before they move their book across.
Still have a question?
Get in touch and a person from our team will answer, usually the same day.
How long does setup take?
Most firms can set up branding, staff and carriers in under an hour. Importing the book depends on how tidy your spreadsheets are; the error report tells you exactly which rows need attention.
Can you help us import our client list?
Yes. Send us your file and we will help you map the columns and work through the error report.
Do my clients need an account?
No. Clients receive proposals as a link that opens without signing in, and can print or save it as a PDF.
How do carriers receive placements?
By email to the placement address you save for each carrier, with the member list attached as a spreadsheet for health and group life. You can also print the slip.
Run your whole book from one place
Open a workspace for your firm, import your client list, and send your first branded proposal today. Free while you try it with one office.