What is insurance management software?
Insurance management software runs the daily operations of an insurance brokerage or agency: policy requests, issuing cover notes and policies, endorsements, cancellations and renewals. eVitalyst also holds motor, medical and non-motor rates, so quotations are priced consistently.
Customer profiles, broker and agency relationships, commissions and insurance invoicing sit in the same system as accounting, and documents are digitised against each policy. Dashboards show new business, renewals due and commission earned.
Insurance features
Built to run the key operations of an insurance business: issuing cover notes and policies, managing customer profiles, defining agent commissions and digitising documents. Pricing, endorsements, cancellations and renewals are all handled in one system.
Policy Requests
Capture requests for cover with the client, risk and required documents.
Issue Policy
Issue cover notes and policies with all details and documents attached.
Endorsements
Record changes to live policies, with premium adjustments calculated.
Cancellations
Cancel policies with the correct refund or charge and a clear record.
Renewals
See policies due for renewal in advance and renew them with updated terms.
Motor, Medical & Non-Motor Rates
Rate tables for each line of business, used to price quotations consistently.
Broker & Agency
Manage insurers, brokers and agents and their commission arrangements.
Insurance Invoicing
Invoice premiums and fees to clients and post them to accounts.
Insurance Dashboards
New business, renewals, cancellations and commission at a glance.
Why businesses choose eVitalyst Insurance
Policies issued faster
Requests, rates and documents in one flow.
Renewals never missed
Upcoming renewals flagged in advance.
Commissions calculated correctly
Agreements applied automatically.
Paperless records
Documents stored against every policy.
Who uses Insurance
- Brokerage managers: Monitor production, renewals and commission.
- Account handlers: Quote, issue and service policies.
- Finance: Invoice premiums and reconcile with insurers.
Built for the UAE and GCC
Built for insurance brokers and agencies in the UAE, with motor and medical rate tables, VAT on fees and commissions, and records that support regulatory reporting. See our Insurance Brokerage industry page.
Part of the Sales & Service flow
Win customers, deliver projects and serve them well.
- 01
Win
Leads and opportunities move through the pipeline.
- 02
Quote & sell
Quotations become orders without re-keying.
- 03
Deliver
Projects and orders delivered on time and on budget.
- 04
Serve
Requests handled within SLA, history kept.
Ask AI about your Insurance data
Your Insurance data data is already in eVitalyst. Ask questions in plain language, build dashboards without a developer and get insights while you enter data.
Insurance, answered
Who is eVitalyst insurance software for?
It is built for insurance brokers and agencies that issue and service policies for clients.
Does it handle endorsements and cancellations?
Yes. Both are recorded against the policy with premium adjustments.
Can it price motor and medical insurance?
Yes. Motor, medical and non-motor rate tables are used to price quotations.
How are renewals managed?
Policies due for renewal are listed in advance and can be renewed with updated terms.
Are commissions calculated automatically?
Yes. Broker and agency commission arrangements are applied when policies are invoiced.
Ready to add Insurance?
See it with your own processes, or add it to your eVitalyst today.