Policies, documents, certificates, loss runs, and tasks — all unified under a single client record with eight dedicated tabs, 58 auto-filled ACORD forms, and a complete E&O audit trail.
Total Clients
312
+14 this month
Active Policies
847
+23
Pending Renewals
38
next 60 days
Retention Rate
91%
+2%
What it is
A unified client profile that consolidates every piece of information an insurance agency needs — policies, certificates, documents, loss runs, tasks, and commercial data — into one accessible record with eight purpose-built tabs.
Each client profile is organized into eight tabs: Overview, Policies, Documents, Certificates, Appointments, Marketing, Loss Runs, and Tasks. Every tab syncs to the URL so links are shareable and the browser back button always works. The Overview gives an instant snapshot — total premium, active policies, and upcoming renewals — without clicking into sub-screens.
Every action on a client record is logged with a timestamp, user, and description — creating a comprehensive audit trail. When an E&O claim arises, export the full activity history as a PDF to demonstrate due diligence. Role-based access control enforces who can view or edit each client, so the audit trail is backed by verified identity.
Core capabilities
Overview, Policies, Documents, Certificates, Appointments, Marketing, Loss Runs, Tasks — each tab deep-linkable via URL.
Overview shows premium totals and key dates. Policies lists every active and expired policy. Documents stores uploaded files by type. Certificates tracks COIs issued. Appointments surfaces the coverage matrix. Marketing links to open submission cases. Loss Runs stores parsed claim history. Tasks manages to-dos per client. Every tab syncs to the URL — share a direct link or refresh without losing your place.
Add a new policy directly from the client profile in four guided steps.
Step 1 (Policy Details): line of business, carrier, policy number, status, market type (Admitted / Surplus Lines / E&S), effective/expiration dates, premium, fees, and billing type. Step 2 (Coverage): LOB-prefilled coverage rows with limits and deductibles; add custom rows for non-standard lines. Step 3 (Ownership & Servicing): original producer and servicing producer assignments. Step 4 (Review & Confirm): full summary with commission warning if rate isn't configured.
Every client interaction is timestamped, user-attributed, and exportable as a PDF.
The activity log records every call, email, document upload, policy change, and note with timestamps and user attribution. Export the full trail as a formatted PDF for E&O defense, carrier audits, or compliance reviews. Role-based access control backs the audit trail with verified user identity.
Assign an original producer and a servicing producer to each policy with defined commission splits.
Commercial accounts often involve a primary producer and a separate servicing producer or account manager. Each person's role is captured on the policy record during the wizard. Commission splits are visible on the client record, ensuring accountability and transparent payouts.
Declarations Page, Full Policy, Binder, Endorsement, Application, Loss Run, COI, Invoice — all stored per policy.
Documents are categorized by type at upload, making retrieval instant during client calls or audits. Store the full policy packet — from the initial application through every endorsement and the final declarations page — all organized under the policy they belong to.
Five collapsible sections capture Motor Carrier / DOT data, financials, carriers, brokers, and external IDs.
The New Client slide-over includes five collapsible commercial data sections below the core fields: Additional Financials (revenue, payroll, FEIN), Current Carriers & Renewals, Brokers & Services, Motor Carrier / Compliance (operation type, drivers, vehicles, mileage, OSHA, WHD, DOT / MC numbers), and Other / External IDs. Fields auto-populate from discovery form data where available.
What they don't do
When policies live in the AMS, documents in a shared drive, and notes in email, piecing together a complete client picture takes 15 minutes instead of 15 seconds.
Maintaining a separate E&O diary in a spreadsheet or word document is error-prone and often the first thing to slip during busy renewal seasons.
Physical file cabinets make remote work impossible, create retrieval delays, and offer zero search capability when a client calls with an urgent question.
Manually retyping client data into ACORD PDFs is eliminated — all 58 forms auto-fill from the client record and discovery form data already in the system.
Older agency management systems require clicking through five or six separate screens to view what Insurstein shows in a single eight-tab profile.
Additional contacts (with name, title, email, and phone) live on the client record sidebar — no external spreadsheet or contact book needed.
What it takes off your plate
Calls, emails, and document uploads are logged to the client activity record automatically — no manual diary entries required.
When a new policy is added through the 4-step wizard, it is linked to the client, the assigned producers, and the carrier record simultaneously.
Insurstein monitors policy expiration dates and surfaces upcoming renewals in the client overview and the agency-wide renewal queue.
All 58 ACORD forms pull client name, address, FEIN, DOT/MC numbers, coverage details, and producer info directly from the client record — no re-keying.
Parsed loss run data is stored under the client's Loss Runs tab, giving underwriters and producers instant access to claims history during remarketing.
Export a client's complete activity history as a timestamped PDF with one click for E&O defense, carrier audits, or compliance reviews.
A day in the life
8:15 AM
Open the dashboard and see 6 policies renewing in the next 30 days. Click into the first client profile to review their current coverage and claims history.
9:00 AM
After speaking with the carrier about a renewal quote, add a note to the client's Activity tab. The timestamp and your name are recorded automatically.
10:30 AM
A client just bound a new workers comp policy. Use the 3-step wizard from their profile: select Workers Comp, enter the carrier and premium, assign the producer split.
1:00 PM
A client requests proof of coverage for a contract. Upload the COI to their Documents tab and email it directly from the profile.
3:00 PM
The agency owner asks for an activity export on a disputed account. Export the full audit trail as a PDF covering every logged interaction over the past two years.
Daily impact
Clients Serviced
Policies Updated
Documents Uploaded
Time per Client
Eight tabs, 58 auto-filled ACORD forms, a 4-step policy wizard, and a built-in E&O audit trail — all under a single client profile.