Software, CRM and Services for
Independent Agencies
Automate your agency with innovative solutions and services, specialized in in insurance and investments.
Our Products
Abacus AMS
Manage all business lines, clients and commissions from a single cloud platform. Improve the productivity of your team and take your agency to the next level.
CRM
A CRM designed for insurance agencies that understands your specific needs. Close more sales and guarantee the best experience for prospects, clients and agents.
Commissions
Calculate and track commissions, collections and payments. Optimize portfolio control, settlement and cash flow.
Reporting & Analytics
Graphics and information in automated reports that leave your agency's most relevant data on sales, payments, portfolio and renewals at your fingertips.
Abacus Exchange
Coming SoonUna solución para conectarte fácilmente con aseguradoras. Solicita cotizaciones, envía solicitudes de clientes y mantén actualizada la información sobre pólizas y líneas de negocio.
Multi-Carrier Quote
Compare prices and coverage of different insurers quickly and offer the best option for clients and prospects.
Electronic Applications
Make applications and procedures directly with insurers. Track the status of each of them and save time in the process.
Synchronized Information
Keep all the information about your clients and their policies updated and synchronized directly with the insurers.
Our Services
Technical Consulting
We know that at the beginning the changes are not easy. We advise and accompany you in each phase of implementation so that you see the best results quickly and without stress. We create a personalized plan that meets your goals and expectations. We give you all the support and technical training that a quality team deserves.
Data Migration
You have worked hard to build your database. Don't worry, you won't lose it. Our data conversion experts will simply go through a migration process to incorporate it into our Agency Management Software. Unify, optimize and manage your customer information more efficiently.
Custom Software Development
We design scalable solutions that perfectly adapt to the needs of your business. Our experience in the insurance and investment industry allows us to provide you with highly specialized technology so that you can accelerate and make the most of the digital transformation process.
Who We Are
Technology for independent insurance agents
We are a young and innovative Insurtech that understands the needs of insurance agencies and independent brokers. In the era of digital transformation, our industry cannot be left behind and many of the software and CRM available on the market offer generic and static solutions that are not always adapted to the particularities of the insurance field.
We have been developing specialized technology for the insurance and investment industry for more than 15 years. We have extensive experience in Software, CRM and different products and services that are the main allies for the management of independent agencies.
We deliver tailored solutions to manage customer data, payments, commissions and policies efficiently, from a single cloud platform, designed exclusively for your business.
Why Choose Us
Experience
We have experience in the insurance industry and that is why we know exactly how to add value to it through technology.
Customer Centric
Successful companies understand that providing the best customer experience is the foundation for growth. We deliver perfect services and solutions for them.
Customized Products
We know that you are unique and that your needs are too. We develop products that adapt to your goals and expectations.
Personalized Service
Recieve fast and custom attention. We count with a proactive team for your advise during the full process, from implementation to adaptation and results.
Ease and Safety
Your data is safe with us. We have a stable infrastructure that, in turn, provides you with a friendly and intuitive experience.
Results Oriented
Your goals are ours. We are your main ally in achieving your results and our solutions will help you achieve them.