Nothing slips between application and in-force.
InsuranceAdviserCRM tracks every policy, drives each case through the underwriting pipeline, and watches for lapses, claims and missing commission — so your clients stay protected and your revenue stays captured.
Risk advice lives or dies in the gaps.
Between the quote and the policy going in-force, dozens of steps can stall — medicals, loadings, requirements, signatures. Generic CRMs weren't built to hold that line. Cases drift, premiums lapse, claims go unsupported, and commission you've earned never lands.
Cases stall in underwriting
A medical or requirement sits with the insurer for weeks. Without a pipeline that chases it, the application quietly goes cold and the client is left exposed.
Policies lapse on your watch
An overdue premium or missed renewal cancels cover the client thinks they still have — a duty-of-care risk you only discover at claim time.
Commission goes uncaptured
A policy goes in-force but the upfront or trail never reconciles. Spread across insurers, the leakage is impossible to spot in a spreadsheet.
Claims become a scramble
When a client claims, you need cover details, beneficiaries and history in seconds — not buried across email, PDFs and memory.
One shielded system for the whole risk book.
InsuranceAdviserCRM is built around how life and risk advice actually works — from first quote to claim paid — so nothing depends on someone remembering to check.
Policy tracking
Every cover, sum insured, premium and status in one client view — Life, TPD, Trauma and Income Protection, always current.
Underwriting pipeline
Move each case through quote → application → underwriting → in force, with requirements and follow-ups tracked at every stage.
Commission management
Track upfront and trail per policy, reconcile against insurer statements, and surface revenue that never landed.
Claims tracking
Manage active claims end to end — benefit, status and timeline — with cover details on hand to support clients fast.
Renewal & lapse alerts
Get warned before an overdue premium or missed renewal cancels cover — protect the client and the relationship.
Client & cover history
A complete record of cover changes, contact and decisions — so any adviser can pick up a file and act with confidence.
Hold the line from quote to claim.
Quote
Open a case and capture the client's needs and covers. The shield is raised the moment a quote begins.
Apply
Lodge the application and load requirements. Every outstanding item is tracked, not trusted to memory.
Underwrite
Drive the case through underwriting — medicals, loadings, decisions — with automatic follow-ups until it's approved.
Protect
Policy goes in-force, commission is captured, and lapse, renewal and claim monitoring keeps the client covered.
What a protected book looks like.
No case left behind
Every application is driven to in-force — nothing stalls in underwriting unnoticed.
Clients stay covered
Lapse and renewal alerts protect the cover your clients are counting on.
Revenue fully captured
Upfront and trail commission is reconciled per policy — no quiet leakage.
Claims handled with confidence
Cover, beneficiaries and history are ready the moment a client needs to claim.
Compliance-ready records
A defensible trail of cover, advice and decisions for every client.
Built for risk, not bolted on
Every field and stage speaks the language of life and risk advice.
See your risk book under one shield.
Send us a few details and we'll walk you through InsuranceAdviserCRM using the way your practice actually writes and services cover.