Insurance Broker Software

Yes. A client 360 tracks every policy and claim placed with your carriers, so the customer data lives with you rather than scattered across carrier portals. Contact management, policy history and correspondence sit on one record covering the entire customer lifecycle, from first enquiry to renewal or lapse.

Not exactly - Openkoda is a configurable insurance platform, not a packaged CRM product. But client relationship management is one of the things it does well: contact records, pipelines, tasks and communication history are all there, and because the data model is yours to shape, it fits how your agency actually works rather than how a CRM vendor assumed it would. It also integrates cleanly with a dedicated CRM if you already run one and don't want to move.

Yes - commission receivables are tracked across carriers, split by producer where you need it, with what's owed, received and outstanding visible in one place. That removes the parallel spreadsheet most brokerages keep alongside their insurance CRM software.

Yes, via the included client portal. Policyholders view cover, download documents, request changes and notify claims themselves, through a user friendly interface that doesn't need explaining. Routine requests stop arriving as emails your team has to re-key.

Yes. Tasks and follow-ups keep renewals and leads moving, with owners and dates attached, so nothing depends on someone remembering it. Renewal cycles generate their own work queue rather than being reconstructed from a spreadsheet each month.

Yes. Your data and configuration stay yours - managed or on-premise, with no lock-in. If you change hosting model or take the platform in-house, your client records, configuration and history come with you.

Both, depending on how you're set up. Brokers placing with carriers use it as a record of what's on cover; where you hold delegated authority, the same platform runs full policy administration - issuing, endorsing and renewing directly. You configure how far down that path you go.

Usually, yes. Workflows, fields, document templates and pipelines are configuration rather than fixed product behaviour, so you're adapting the platform to your processes instead of the reverse. Where configuration runs out, the source is open and extensible.