Skip to main content

Insurance & Finance

Insurance broker software: policy + CRM + renewal automation

A full-featured platform for independent insurance agents and brokers. Policy management, customer CRM, automated renewal reminders, premium tracking, and claims management in one system.

Quick answer

Insurance broker software delivered in 8-16 weeks — policy management, customer CRM, automatic renewal + premium reminders, claims tracking, DASK/TRAMER API integration. Cost: small agency 80-200K TL, regional 300-700K TL.

1.2T TL+

Turkey insurance sector premium production (2025)

35%

Digitization rate (agency-based)

+22%

Renewal rate improvement with automation

18-25%

Collection delay with manual premium tracking

Sector's digital pain points

Before building solutions, we make the problems we solve explicit.

Missed policy renewals

Expiry dates tracked in Excel or paper records get missed — a missed renewal means customer churn and liability risk. Automated reminders notify 30-7-1 days before expiry.

Premium collection difficulty

Tracking installment premiums and chasing late payers manually is time-consuming. Automatic SMS/email reminders keep collection rates above 90%.

Claims process tracking

After a customer files a claim, the process with the insurer gets lost in scattered email threads. A central claims module shows status in real time.

Regulatory and TRAMER compliance

TRAMER/DASK API requirements, SEDDK reporting, and e-archive invoice compliance for motor, casco, and home insurance are error-prone when done manually.

What's in the software?

12+ sector-specific features bundled across pricing tiers.

Policy management

All lines; expiry, premium, insured, insurer

Customer CRM

Individual + corporate; policy history, communication log, notes

Automated renewal reminders

SMS + WhatsApp + email; 30-7-1 days before

Premium tracking & collection

Installment schedule, overdue alerts, receipts

Claims module

Application intake, document upload, status tracking

DASK / TRAMER API

Mandatory insurance query and policy issuance integration

Quote comparison

Compare quotes from multiple insurers

E-invoice & e-archive

SEDDK-compliant invoicing; Foriba / Paraşüt

Performance report

Production, line breakdown, premium portfolio analysis

Sub-agent / dealer module

Multi-user, permission levels

Document archive

Policy, license, claims documents in cloud storage

Mobile app

Policy lookup + new quote for field agents

Integrations

Sector-specific 3rd-party APIs — setup and maintenance included.

TRAMER (motor / casco query)DASK (mandatory earthquake insurance)SEDDK reporting APIForiba / Paraşüt (e-invoice)NetGSM / WhatsApp Business APILogo ERP / Mikro (accounting)

Packages and price tiers

Fixed-scope written proposal after a 30-minute discovery call.

Basic

80,000 – 160,000 TL

Duration: 8-10 weeks

  • Policy management
  • Customer CRM
  • Renewal reminders (SMS)
  • Premium tracking
  • E-invoice (Foriba)
  • Reporting
Request a quote

Professional

200,000 – 450,000 TL

Duration: 12-16 weeks

  • Basic package
  • TRAMER + DASK integration
  • Claims module
  • Quote comparison
  • WhatsApp reminders
  • Document archive
Request a quote

Enterprise

500,000 – 1,000,000 TL

Duration: 16-24 weeks

  • Professional package
  • Sub-agent / dealer module
  • SEDDK reporting
  • Mobile app (iOS + Android)
  • Custom reporting
  • SLA support
Request a quote

Frequently asked questions

Does insurance broker software support TRAMER integration?

Yes — TRAMER motor insurance query and policy issuance API integration is included. DASK mandatory earthquake insurance query can also be integrated.

If we work with multiple insurers, is the software suitable?

Yes — multi-insurer quote comparison and portfolio management are supported. Separate production and premium reports are available per insurer.

How long does insurance broker software delivery take?

Basic package 8-10 weeks, professional package with TRAMER + claims module 12-16 weeks. Scope is fixed upfront.

Ready for a sector-tailored quote?

In a 30-minute discovery call we share a written scope + price + timeline tailored to your business.

Start a discovery call