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Insurance & Financial Advisory

CRM for Insurance Agents
Every Policy, Renewal, and Claim — In One Place

Insurance agents and financial advisors manage thousands of policies, hundreds of renewals monthly, and claims that require close tracking. Dinamic5 organizes everything — from the first lead to automatic renewals.

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The Challenges

The Reality of an Insurance Agent

The average insurance agent manages hundreds of clients with thousands of active policies. Without a proper system, renewals get missed, claims fall through the cracks, and compliance becomes a nightmare.

  • Manually tracking renewal dates across hundreds of policies
  • Managing claims with multiple insurance carriers simultaneously
  • Meeting regulatory and reporting requirements
  • Communicating with clients who don't respond to emails
  • Documenting advisory calls for compliance audits
The Solution

Dinamic5 Manages Your Entire Book of Business

With Dinamic5 you see every policy, every renewal, and every claim — with automated reminders, full documentation, and built-in WhatsApp to keep clients always in the loop.

  • Client card with all policies, coverage details, and expiry dates
  • Automated renewal alerts — 60, 30, and 7 days before expiry
  • Claims tracking with statuses, documents, and activity logs
  • Advisory call documentation for regulatory compliance
  • Send quotes and policy comparisons via WhatsApp
Tools for Insurance Agents

Everything You Need to Manage
A Professional Book of Business

From policy tracking to regulatory compliance — all in one interface.

Policy Management

A card for every policy with coverage type, premium, expiry dates, and attached documents. Filter by policy type, carrier, and renewal date.

Automatic Renewals

The system detects policies approaching expiry and sends reminders to the client and agent — via WhatsApp, email, or SMS.

Claims Tracking

End-to-end claims management — from opening to closing. Status, documents, notes, and carrier communication.

Compliance & Documentation

Full documentation of advisory calls, digital signatures, and activity logs — for regulatory compliance and audit readiness.

WhatsApp for Insurance

Send quotes, policy comparisons, and renewal reminders directly via WhatsApp — all logged in the client card.

Reports & Commissions

Sales reports, commissions by carrier, and agent performance analytics — in clear numbers and charts.

Results

Numbers That Speak
For Themselves

95%Policy Renewal Rate
-70%Fewer Missed Renewals
3xFaster Claims Processing
100%Compliance Documentation
See It in Action

Insurance Agent Dashboard

At a glance, see how many policies renew this month, which claims are open, and what your commission status looks like. All real-time, all in English.

  • Upcoming renewals view by month
  • Open claims status pipeline
  • Revenue and commission breakdown by carrier
  • Alerts for clients who haven't renewed
Policy Dashboard
Upcoming Renewals
7
Auto Policy — James Wilson
State Farm · $1,200/year
7 days
21
Home Policy — Emily Davis
Allstate · $980/year
21 days
342
Active Policies
95%
Renewal Rate
18
Open Claims
Claims Status
Approved (40%)In Review (30%)Pending (20%)Denied (10%)

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