Quote to bound pipeline
Move every quote through a clear pipeline and see which ones bind, by agent and by carrier.
Insurance Agencies
Insurance Agency Management Software That Tracks Every Dollar
From the first quote to the renewal, RegiManager keeps policies, carriers, wholesalers, commissions and producer payouts in sync, so your agency always knows what was written, what was earned and what is due.
Features
Insurance Agencies Features That Save Hours Every Day
Endorsements that update everything
Record an endorsement once and the premium, commission, finance totals and notifications all follow.
Carriers & wholesalers
List each carrier directly or under one or more wholesalers and pick the right one on every policy.
Commissions & producer payouts
Default commission rates, per-policy overrides, producer splits, statements and recorded payments.
Renewals & payment schedules
Renewal radar, installment tracking and reminders keep policies from lapsing.
E-signatures & public intake
Send documents for e-signature and let clients request quotes through your own intake link.
WHY REGIMANAGER
Built for real offices, not generic sales teams
- ✓ Written premium, commission and agency fee reports by period
- ✓ Producer portal with logins, statements and payment history
- ✓ Owner and manager alerts for endorsements and cancellations
- ✓ Works alongside your DMV desk in the same account
FAQ
Insurance questions, answered
What does insurance agency management software do?
It keeps an agency's clients, quotes, policies, carriers, commissions and renewals in one system so staff stop juggling spreadsheets and carrier portals.
Can I track commissions and producer splits?
Yes. Each policy stores its commission rate with a 10% default you can change, and producer splits, statements and payouts are tracked automatically.
Does it handle endorsements?
Yes. An endorsement keeps the policy bound, updates the premium and commission, appears in finance and notifies owners, managers and the policy's agent.
Can a carrier be listed under several wholesalers?
Yes. A carrier can be written direct or through any number of wholesalers, and the add policy form only offers wholesalers that carry the chosen company.
One Platform
Add more desks when you grow
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Explore ERP →
Get Started
Ready to run your office on RegiManager?
Free trial, white-glove data migration and a team that knows DMV and insurance work.