QuickInsure
Contacts, policies, and payments — run from one desk.
Issue quittances and attestations, move premiums from portfolio to bank to paid, and get WhatsApp alerts when something needs you.
What you can run
Everything your brokerage desk already does — in one place.
QuickInsure is built around the daily work of insurance teams: people, policies, money movement, and follow-ups.
Contacts & clients
Keep insured parties organized with search, import, and policy-aware records your team can trust.
Policies, quittances & attestations
Draft and activate policies, issue quittances, and manage attestation stock linked to the right coverage.
Payment workflow
Collect premiums in portfolio, deposit to bank, mark paid — singly or in bulk when statuses align.
Team permissions
Invite members and grant exactly the actions they need — from viewing contacts to sending payments to the bank.
Activities & follow-ups
Create tasks, complete them, and keep pending work visible so renewals and callbacks do not slip.
WhatsApp notifications
Get alerts on WhatsApp when payments move, policies change status, or a teammate needs your attention.
How money moves
A clear path from premium collected to premium paid.
No more guessing where a payment sits. The same statuses your desk already uses, with bulk actions when you need speed.
- 01
Portfolio
Record payments against quittances as they land in your book.
- 02
Deposit to bank
Move selected items to bank with optional attestation files.
- 03
Mark paid
Close the loop when funds clear — one by one or in bulk.
Stay reachable
Notifications on WhatsApp
Missed emails slow brokerages down. QuickInsure can notify you on WhatsApp when payments need a bank deposit, policies activate, or activities come due — so your desk keeps moving even when you are away from the screen.
- Payment status changes (portfolio → bank → paid)
- Policy and attestation updates that need a follow-up
- Activity reminders for renewals and client callbacks
Ready to run your desk on QuickInsure?
Create a workspace, invite your team, and start with the contacts and policies you already manage.