Client Management Feature

    Keep All Your Clients Organized

    Manage your entire client portfolio in one place. Track policies, renewals, claims, and contact history for every client.

    Try Client Management Free

    Client Profiles

    Store contact details, KRA PINs, ID numbers, and preferences for each client.

    Policy Tracking

    See all active policies for each client across all insurers at a glance.

    Renewal Reminders

    Get automated alerts 30, 15, and 7 days before policy renewals.

    Activity History

    Track quotes sent, policies purchased, and all communications.

    Why Agents Love Client Management

    Never miss a renewal opportunity
    Upsell based on client history
    Professional client communication

    Grow Your Client Relationships

    Start managing your clients like a pro with BimaSasa.

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