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Insurance agencies & brokers

Quote in minutes. Premiums, claims and commission handled.

For insurance agencies and brokers. Compare plans across underwriters, send a quote the client can accept online, then collect, remit and reconcile without a spreadsheet in sight.

Request a demo See how it works
  • Compare up to 8 plans
  • Quotes by link or QR
  • Commission tracked

What changes

Spend your time advising, not admin

Quotes, premiums, remittances and claims live in one system, so the hours that went on spreadsheets go back to your clients.

A home, a car and an office protected by a large floating shield, with a policy document marked approved and a family checking cover on a phone

  • Comparing plans by hand from underwriter rate sheets

    Up to eight plans compared side by side in minutes

  • Quotes typed into documents and emailed as attachments

    Branded quotes the client can accept online

  • Commission you suspect you're owed but can't prove

    Commission worked out and reported per underwriter

How it works

From quote to claim

  1. 1

    Compare plans side by side

    Build quotes for medical, motor, general, ambulance and last expense cover. Medical quotes compare up to eight plans, with hospital panels and co-pays.

    • Individual, family, group and SME medical
    • Motor with valuations and certificates
    • Your underwriters, rate cards and overrides
  2. 2

    Send a branded quote

    Send the comparison as a branded PDF or spreadsheet by email, share it as a link, or let the client scan a QR code. They can accept online.

    • PDF or spreadsheet with your branding
    • Email, share link or QR code
    • Online acceptance link
  3. 3

    Collect, remit and reconcile

    Record premiums and issue receipts, track what's owed to each underwriter until it's remitted, and see commission due by underwriter and product.

    • Premium receipts
    • Remittances to underwriters
    • Commission tracking
  4. 4

    Claims and members

    File claims, review and approve them, and mark them paid. For social and group covers, manage members, join requests and certificates.

    • Claims from filing to payment
    • Group and social cover members
    • Certificates issued

Everything in Insurance

Everything an agency runs on

  • Medical quotes

    Individual, family, group and SME, up to 8 plans.

  • Motor quotes

    With valuations and certificates.

  • General and other covers

    General, ambulance and last expense.

  • Underwriters and products

    Your panel, with rate cards and overrides.

  • Branded comparisons

    PDF or spreadsheet with your agency's look.

  • Share and accept

    Email, share link, QR code and online acceptance.

  • Premiums and receipts

    Collected and receipted in one place.

  • Remittances

    Track what's owed to each underwriter.

  • Commission

    Worked out per underwriter and product.

  • Claims

    File, review, approve and mark paid.

  • Group and social cover

    Members, join requests and certificates.

  • Your agency website

    On your own domain, in your colours.

Connected by design

Insurance works with the rest of MapleCore™

Same login, same customers, same books. Nothing to export, nothing to re-key.

The MapleCore™ platform

Built for how growing businesses really run

  • Payment integrations

    Take payments by phone, card or payment link, matched to the right customer automatically.

  • Every branch, one view

    Stock, users and books per location, with totals at head office.

  • Access you control

    Permissions down to each action, two-step sign-in and a full audit trail.

  • On the phone too

    Mobile apps for selling and managing on the move.

  • Open to your systems

    A signed REST API and ready-made integrations.

  • Hosted for you

    Runs in the cloud, backed up and monitored around the clock.

Questions

What agencies ask us

Something else on your mind? Ask us directly.

Can we add our own underwriters and rates?

Yes. Set up the underwriters and products you work with, with their rate cards and any overrides for your agency.

Do quotes carry our branding?

Yes. Comparisons go out as PDFs or spreadsheets with your agency's branding and regulatory details.

Can clients accept a quote online?

Yes. Send a link or a QR code, and the client can review the quote and accept it from their phone.

Can we track what we owe underwriters?

Yes. Premiums collected, amounts remitted and commission due are tracked per underwriter.

Can we have a website for our agency?

Yes. Your agency can have a public website on its own domain and in its own colours, where members can sign in.

See Insurance working on your own numbers

Tell us a little about your business. We’ll be in touch to understand what you need, then walk you through it with examples from your sector.

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