Experience for Insurance
Software for insurance agencies
Experience helps insurance agencies manage clients, policies and accounts in one place, with the financials and documents built in.
Built for agencies
Everything your agency needs, connected
Whether you are a small agency or a growing one, Experience gives your team a single, simple system for the day-to-day work of looking after clients and the insurers you represent.
- Client and policy management
- Renewal notices, issued in bulk
- Claims management
- Document management linked to every client and policy
- Client statements and receipts, integrated with financials
- Customer Portal for self-service access
Why agencies choose Experience
- One system for policies, accounts and documents
- Less manual work through automation
- Secure by design, with controlled user access
- Support from the team that builds the software
Experience Business Applications
Works together with the rest of Experience
Every module shares the same data, so nothing is entered twice.
See Experience in action
Send us a message to request a demo. Expect a relaxed conversation focused on understanding your business.