Trades
Insurance
A policy book with insurer, premium and claims; once the renewal date passes the policy expires and its agent is told.
What you can do with it on Monday
- 1
A policy book with insurer and premium.
- 2
Renewal in one click; a date that passes expires the policy and says so.
- 3
Claims attached to the policy.
More in Trades
- HealthcareA clinic: a chart per patient with TAJ number, blood type and allergies, entries corrected with their history, prescriptions and lab results. Encrypted at rest, every opening logged.
- TelemedicineVideo consultations by appointment, never two at once for a doctor; the join link is e-mailed to the patient and the note is written after the call.
- SalonBeauty salon: a chair book with a price list, formulas and history per guest, and commission per stylist.
- GymCheck-in by card, barcode or door hardware, plans sold at the desk, trainers, and class booking through Bookings.
- LoansLoans given: an annuity schedule split into principal and interest, part payments, principal outstanding, overdue alerts.
- Legal mattersMatter files with client and deadline; hearings can go into the attorney's calendar and tasks, and time and costs can be filed against a matter.
- Real estateA property portfolio with leases (one tenant at a time), recurring rent invoices, maintenance and inspections.
- AgriculturePlots in hectares with their MePAR block, crop rotation by season, a work log with inputs and cost, and yield per hectare.
- EV serviceEV jobs from intake to hand-over, parts and labour with a draft invoice, battery reports with an SoH trend, charger installations.
- BettingA betting register: markets with priced outcomes, slips, settlement and customer balances. Not a licensed gaming system.
Common questions
What happens to my data if I switch Insurance off?
Its screens leave the menu and its addresses stop opening, but nothing is deleted: switch it back on and everything is where you left it.
Can I try it?
Yes. It is a paid module, but from the Free plan you can try it for 3 days on your own data, once — or every module at once with the 14-day trial. Neither needs a card.
Start free, pay for what you need
The core CRM is free for good, with no card; you can try every paid module for 14 days. If it doesn't suit you, export everything and leave — the data stays yours.