4insurance documentation
Short guides for every module of the platform — from issuing a policy to commission reports.
Policy management and issuance
Issue new policies directly from the platform and track expiry and renewal dates across your entire portfolio in a dedicated renewals list.
Insured CRM and claims files
Every insured client has a centralized file with contact details and their policies. Claims files are opened for an insured client and tracked until closed.
Commissions and reports
Each policy carries its own commission fields, and aggregate commission reports show the totals for the whole portfolio.
Several agents in one account
Several agents can work in the same account, and each policy has an agent field showing who manages it.
The 4b2b ecosystem
4insurance is a standalone application within the 4b2b ecosystem. Policies, insureds, claims files and commissions are kept directly in the platform.
See the ecosystem →Can't find what you're looking for in the docs?
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