Maintain the client reference
Proposed handoff: Client records that keep permitted contact details connected to the work you perform. Agree required fields, consent, ownership and access and who may complete or correct this stage.
INDUSTRY SOLUTIONS / FINANCE & MEMBERSHIPSmarter software for
Planned
Smarter software for
Insurance Agencies.
Never miss a policy follow-up. Review the proposed workflows that fit your daily operations, then consider reusable common modules as building blocks.
Already have an account? Sign in to your Insurance Agencies ERP workspace.
YOUR DAILY WORK, CONNECTED
A clearer flow for Insurance Agencies.
Agency administrators, client managers and renewal teams. Use the demo to review the available workspace; industry-specific fields, integrations and rules are agreed during configuration.
Review the renewal requirements
Proposed handoff: Renewal records that connect an expiring agreement to its next review or action. Agree lead times, approved terms and customer contact rules and who may complete or correct this stage.
Reconcile commission records
Proposed handoff: Commission records for reviewing the amounts attributed to agreed business activity. Agree calculation rules, approval and reconciliation and who may complete or correct this stage.
Keep the important records together
- Validity dates and renewal references
- Client profiles and work references
- Commission calculations and activity references
- Workspace roles and permission definitions
Review work before it gets missed
- Renewal review: confirm source records, filters and review responsibilities.
- Commission reconciliation: confirm source records, filters and review responsibilities.
Choose a manageable starting scope
$0.17/day se bhi kam mein apna business smoothly run karo.Solo: $5/month per MicroERP, up to 3 users. 30-day equivalent; billed monthly. Setup, infrastructure & usage extra. Proposed scopes quoted separately.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyStartup: up to 15 · $15. MSME: up to 100 · $49. Enterprise on request.Implementation, infrastructure and metered extras quoted separately.
Industry ERP totals depend on the selected apps. Confirm setup, industry adaptations, migration and infrastructure separately.
Compare monthly plansESTIMATE YOUR OWN CASE
What could less manual work be worth?
For your insurance agencies team, enter a reduction in repeated entry, searching or follow-up time that you think is achievable. The result is a planning illustration, not measured product performance.
Assumptions: 15 minutes × 22 workdays ÷ 60 × $20/hour. One Solo MicroERP is $5/month; $105 is the illustrative time value less that app fee, before implementation, infrastructure, other apps, taxes and usage costs. Time value is not guaranteed cash savings or ROI. Validate changes against your own baseline and actual adoption.INDUSTRY WORKFLOW OPPORTUNITIESStart with the work.
Start with the work.
Build the scope around it.
These 8 scopes are proposals for validation. Shared modules are linked as reusable building blocks, and product readiness remains a separate decision.
Insurance enquiry & quote coordination
Capture a customer's stated needs, request insurer or authorized-adviser quotations, record reviewed options and track the customer's chosen next step.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Insurance agent, sales coordinator
Reusable modules
Discuss this scope Policy application processing
Collect the applicant's authorized records, submit the application to the insurer, track queries and returned decisions and deliver issued documents.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Agency operations, agent
Reusable modules
Discuss this scope Policy register & renewal desk
Register issued policy details, track renewal dates and customer follow-up, record insurer-confirmed renewal status and provide updated documents.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Policy service executive
Reusable modules
Discuss this scope Claims assistance casework
Record a customer's claim intimation, collect requested evidence, track insurer correspondence and communicate the insurer's decision and next steps.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Claims assistance executive
Reusable modules
Discuss this scope Premium due & receipt reconciliation
Track insurer-confirmed premium dues, record authorized payment references, match insurer receipts and resolve allocation or missing-receipt exceptions.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Agency accounts, service executive
Reusable modules
Discuss this scope Insurer commissions & clawbacks
Match insurer commission statements to issued policies, review applicable adjustments or clawbacks and reconcile expected and received amounts.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Agency accountant, owner
Reusable modules
Discuss this scope Policy endorsements & cancellations
Record a customer's change or cancellation request, obtain insurer processing status and documents and track approved premium or refund adjustments.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Policy service executive
Reusable modules
Discuss this scope Group-policy member changes
Collect employer-authorized member additions or removals, validate file completeness, track insurer acknowledgements and retain the current covered-member records.
$5/monthunder $0.17/day · Solo, 3 users
Primary buyer: Group-policy coordinator, employer contact
Reusable modules
Discuss this scope CURRENT CATALOGUE CONCEPTS
Concepts listed for Insurance Agencies.
This catalogue currently shows 1 dedicated industry concept and 16 common module concepts. The eight proposed workflows remain validation scopes and are separate from the product count.
PlannedInsurance Agencies Hub
Never miss a policy follow-up. A focused workspace designed for teams that value simplicity.
Renewalsclients
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedCRM & Sales Pro
Manage leads, pipelines and opportunities. A modular toolkit designed for teams across industries.
Contact profilespipeline boards
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedMembership & Subscriptions Pro
Run memberships and recurring relationships. A modular toolkit designed for teams across industries.
Membership plansdues
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedAppointments & Bookings Pro
Give every booking a better experience. A modular toolkit designed for teams across industries.
Calendarslots
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedService Desk & Support Pro
Resolve requests and keep customers informed. A modular toolkit designed for teams across industries.
TicketsSLA
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedAccounting & Finance Pro
Keep business numbers organised. A modular toolkit designed for teams across industries.
Invoicingexpenses
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedHR & Payroll Pro
Bring people operations together. A modular toolkit designed for teams across industries.
Employee recordsleaves
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedForms & Approvals Pro
Replace manual handoffs with clear workflows. A modular toolkit designed for teams across industries.
Custom formsreview stages
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedAnalytics & Reports Pro
Make everyday decisions with clearer data. A modular toolkit designed for teams across industries.
DashboardsKPIs
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedDocuments & Records Pro
Organise important information securely. A modular toolkit designed for teams across industries.
Document storagetemplates
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
MORE COMMON MODULE CONCEPTS / 7 OPTIONAL
More ways to shape your workflow.
Explore these general-purpose concepts if they fit your business. Confirm requirements and integrations before including them in your proposal.
PlannedPOS & Billing Pro
Sell faster with streamlined billing and checkout. A modular toolkit designed for teams across industries.
POS checkoutinvoices
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedInventory & Warehouse Pro
Know what is in stock, where and why. A modular toolkit designed for teams across industries.
Stock ledgerreorder alerts
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedProjects & Tasks Pro
Coordinate work from brief to delivery. A modular toolkit designed for teams across industries.
Taskstimelines
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedProcurement & Vendors Pro
Control purchasing and supplier workflows. A modular toolkit designed for teams across industries.
Purchase ordersvendors
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedProduction & Jobs Pro
Plan orders, materials and production. A modular toolkit designed for teams across industries.
BOMwork orders
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedAssets & Maintenance Pro
Keep equipment and assets under control. A modular toolkit designed for teams across industries.
Asset registerservice schedules
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
PlannedOrders & Delivery Pro
Move orders from purchase to fulfilment. A modular toolkit designed for teams across industries.
Order managementdispatch
Solo up to 3 users, Startup up to 15, MSME up to 100; Enterprise on request. One monthly fee per selected MicroERP. AI/SMS/WhatsApp credits and actual GB-month cloud storage overage are separate.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyImplementation, infrastructure and metered extras quoted separately.
These catalogue entries are illustrative concepts with a Planned listing status. Demo and sign-in routes are separate workspace entry points. Confirm current scope, availability, integrations and applicable rules in your proposal.
Need help choosing? Try ERP FinderPLANNED OFFLINE FEATURES
Keep working. Reconnect within 48 hours.
After initial online setup, use configured core workflows and locally available data on your device offline. Reconnect and verify your system to sync saved changes.
Planned for upcoming Micro-ERP releases. Availability and implementation must be confirmed in your final proposal.
Work offline
After initial online setup, keep using configured core workflows and available data on your device. Save changes locally during an internet interruption, within the 48-hour verification window.
Reconnect. Verify. Sync.
After successful online service verification, pending local changes sync with your configured system and agreed destinations. Any conflicts stay visible for review.
A 48-hour verification lock
Your system must verify with the authorized service within 48 hours of its last successful verification. Internet access alone does not renew the window. At the deadline, ERP use locks until verification succeeds; pending local changes remain saved.
Your drive. Your database.
Use a supported connector for files or exports on your own drive, or structured records in your own database. You control the destination and permissions; scope and sync direction are agreed in your proposal.
You pay your chosen drive/database provider. Any EasyManageX-hosted copies follow your cloud storage allowance and usage charges.
AI, SMS, WhatsApp and other internet-dependent services wait until connected.
The same offline verification policy applies to shared-server and dedicated-server hosted plans, with monthly or lifetime licences, and to self-managed software purchases.
PLANNED INTELLISTRA AI
Intellistra AI, inside your Micro-ERP.
Plan AI assistance, clearer reports and reviewed automation around your business, with a custom workflow design capability shaped for your team.
Planned for upcoming Micro-ERP releases. Intellistra currently presents private-beta prototypes; included capabilities and supported integrations need final proposal confirmation.
Ask in context
Plan an assistant that answers business questions using approved, configured ERP context. Access stays within the records and permissions agreed for your build.
Reports that make sense
Explore management summaries, receivables insights and purchase-approval context from supported read-only records. Reporting coverage is confirmed for your integration.
Automation with approval
Plan supported tasks and follow-up workflows with review, permissions and approval steps. Record-changing actions need a validated implementation before they become available.
Design your workflow
A planned EasyManageX capability to shape custom steps, roles, rules and approvals around your process. Your final proposal defines the designer and supported execution scope.
Review each connection
Use reviewed Assistant and AutoConnect concepts to plan connections and field mappings. Connector availability, schema and approved access are agreed before integration.
Stay in control
Plan identity, scoped permissions, approval checkpoints and audit history for AI-assisted work. You review the authorized actions and boundaries for your workspace.
AI runs on usage credits. Rates, credit rules and included capabilities are confirmed in your proposal.
Intellistra AI needs internet access; AI requests wait while your Micro-ERP is offline.
Approved context, supported connections and explicit permissions define what AI can access or do. Actions that change records require a validated implementation and the agreed approvals.
PURPOSE-BUILT WORKFLOWS
What matters in your business.
01Renewals
Explore focused software to simplify renewals tasks.
02clients
Explore focused software to simplify clients tasks.
03commissions
Explore focused software to simplify commissions tasks.
ALSO IN FINANCE & MEMBERSHIP
Related industries.
Finance & MembershipFinancial Services
ClientsCasesFollow-ups
Coordinate financial workflows
Explore 8 workflows Planned
Finance & MembershipAssociations & NGOs
MembersDonationsPrograms
Operate with transparency
Explore 8 workflows Planned
Finance & MembershipClubs & Communities
MembersDuesEvents
Bring member operations together
Explore 8 workflows Planned