Insurance agency software: never miss a renewal date again.
Insurance agency software tracks an agency’s clients, policies, renewal dates, quotes and premium payments. At Pirdir, policies coming up for renewal land on a list automatically, the client gets a reminder and the quote process runs from the same record.
Who it’s for
Insurance agencies and brokers
Includes
CRM, quoting, WhatsApp, accounts
Setup
3–5 weeks
Starting price
Setup from €2,900
Today renewal dates are in a spreadsheet and quotes in emails. In Pirdir, policies remind you themselves.
Policy
Renewal
Quote
Customer
Outcome
Ken’s motor policy is expiring!
Which one is the best value?
The path of a renewal
As you scroll, the sales board moves forward.
The renewal lands on the list
A policy 30 days from expiry moves into the renewal column.
A quote is prepared
Quotes from insurers are compared and sent to the client.
The client opens it
You see when the quote is opened, so the follow-up comes at the right time.
It’s renewed
The new policy is recorded, and commission and payment are tracked.
A Thursday at an insurance agency
Mid-November at an agency with four account handlers. Renewals, quotes, claims and payments on the same client record.
08:40
The renewal list is ready
When Sofia starts, six policies with 30 days to run are on her list. The reminder text for Clarke Build's commercial policy already went out at 08:00.
10:15
Three quotes for Vale Hotel
The hotel's fire policy ends on 25 November. Lucas puts three insurers' premiums and excesses in one table and sends the client a link.
13:50
Quote opened, call on time
Ben Carter opened his home quote over lunch. A notification lands on his record and Sofia calls ten minutes later, while the quote is still on his screen.
15:20
A claim opens on the policy
Someone hit Hannah Ward's parked car. The claim file opens from her motor policy, and the photos and report she sends on WhatsApp go straight into it.
17:30
Renewal and payment on one record
Fresco Foods renewed its 9-vehicle fleet policy for €7,200. The premium is split into 4 instalments and the commission goes into the per-insurer report.
Programs set up for insurance agencies
The most requested modules in this industry. They all connect to the same core, and you start with the ones you need.
13:50 · Agency office
Sofia sees the quote has been opened and calls the client, with the policy, quote and past notes on one screen.
Example setup: an insurance agency of 6
These amounts come from our price list. You can change users and modules to fit your agency in the pricing section.
Discovery
Policy types, renewal windows and reminder wording are taken from the spreadsheet you use today.
Setup
The policy list is imported, commission rates are set per insurer and the WhatsApp line is connected.
Trial
Two handlers run renewals from the system for a week; gaps are fixed the same week.
Go-live
The whole team moves over and the old spreadsheet becomes read-only. A short weekly check-in runs through the first month.
Insurance agency · 4 account handlers, 2 operations staff
Amounts in euros, excluding VAT. The final figure follows in writing after discovery.
Slide to see the price
Setup is paid once and includes the core and 2 modules. Usage is billed monthly per user, with a minimum of 5 users. Prices are in euros and exclude VAT; we confirm the final price in writing after discovery.
Similar businesses
See how the same modules are set up in related industries.
Let’s put an end to missed renewals.
On the call we talk about your policy book and how you handle renewals, and during discovery we plan how to import your current list.
Insurance agency software: common questions
Ask anything not covered here on the call, and we’ll send the answer in writing too.
Does policy data come in automatically from insurers?
That depends on the connections and exports insurers offer agencies. Where there is no connection, the policy list is imported regularly from a spreadsheet.
When are renewal reminders sent?
You decide the timing; for example, to the client 30 and 7 days before expiry, and to the team 45 days before.
Are claims tracked?
Yes. A claim file is opened linked to the policy, and its documents and status are tracked on the record.
Is there a commission report?
Yes. Premium and commission reports are produced by insurer, product and period.
How is the price worked out?
It’s made up of a one-off setup fee and a monthly usage fee per user. Setup starts at €2,900 and includes the core and two modules; each extra module is €650. Usage is €24 per user per month, with a minimum of 5 users. Prices are in euros and exclude VAT; the final price is confirmed in writing after discovery.
Let’s hear about your business in 20 minutes.
The call is free. By the end you’ll know which modules you need, how long setup will take and what it will cost.
On the call you’ll speak with Anıl and Hatice. They are also the ones who build your software.