Policies
Every policy in force, with premium, commission and status.
- Premium and commission by line and carrier, worked out for you
- Policies pending cancellation, flagged the moment they change
- Clients see their own policies on their portal
All business packs
For insurance agencies
Your whole book of business.
Your whole book of business.
Renewals on time, every time.
Neurocity's insurance agency pack sets up the apps your agency runs on: policies, renewals, claims, certificates and licensing, with portal pages clients actually use. Every app arrives as a draft you preview on your own data, then make your own.
What's in the pack
Five apps, ready on day one
Add the whole pack in one step. Each app comes with its pages, letters and reminders, and you can change anything with Claude.
Renewals
Renewals 90 days out, with the quote against the current premium.
- The change in premium calculated on every renewal
- Reminders at 90 and 45 days, and when a client hasn't answered
- Renewal letters filled in from the record
Claims
Open claims, the adjuster and the amounts, with clients following along.
- A claims board by status
- Clients see their claim's status on their portal
- A reminder when a claim has been waiting on the client for 5 days
Certificates of insurance
Certificate requests, holders and endorsements, done before they're needed.
- Additional insured and waiver of subrogation at a glance
- What's needed this week
- A reminder the day before a certificate is due
Licenses and CE
Each agent's licenses by state, expiry dates and CE hours left.
- CE hours left, worked out for every license
- Licenses expiring in the next 90 days
- A reminder 60 days before one expires
Connect Microsoft 365 or Google Workspace and QuickBooks, and your agency management system or carrier tools through their APIs. Reminders start by suggesting, so nothing is sent until you say so.
Security first
Built for agencies that hold their clients' personal information
Agencies handle policy, claim and personal details for every client, and are expected to protect them. Neurocity keeps each agency's data isolated, records every change, and gives clients a portal instead of email attachments.
Isolated by design
Your agency's data lives in its own private database, separate from every other company.
A portal clients use
Policies, claims and documents shared through each client's own portal.
A complete audit trail
Every sign-in, view and change is recorded.
FAQ
Questions from insurance agencies
Does Neurocity replace our agency management system?
No. It works beside it, connecting through its API where one is available, and handles the work your AMS doesn't do well: renewal follow-up, certificates, licensing and a portal clients use.
Can clients see their own policies and claims?
Yes. Portal pages show each client only their own policies and claims. Commission and internal notes are never shown there.
How do renewals get worked on time?
The renewals app shows every renewal in the next 90 days and reminds you at 90 and 45 days, and again when a client hasn't answered. Reminders start by suggesting, so nothing goes out until you say so.
See the insurance agency pack on your own work
Book a short meeting and we'll set the pack up with you, show it on your own data and answer every security question you have.