Insurance Broker Software You Build Yourself: Renewals, Client Portal and Fee Invoices
Mythex lets an insurance brokerage build a CRM that lists every renewal months before it falls due, a client portal where policyholders download schedules and certificates and start claims, and invoices that show premium, taxes and broker fees on separate lines. Describe your book and process in chat and publish.
Why renewal dates cannot live in a spreadsheet
A brokerage earns the business once and then has to earn it again every year. Renewals bunch around the same months, and a commercial client whose premium jumps needs time to be remarketed, which means starting two or three months out. If the date sits in a spreadsheet nobody opens, the client finds out from the insurer or, worse, is uninsured. Around that sit proposal forms, quote comparisons, notes of the advice given and the client's decision, certificates a client needs today for a contract, and claims that turn a quiet week into a busy one. Software helps when every policy has an owner, a date and a task, and when clients can help themselves to their own documents.
- Policies linked to clients with insurer and renewal date
- Renewal tasks created months ahead
- Advice and decision notes per renewal
- Certificates and schedules clients can download
- Premium, tax and broker fee shown separately
- Retention by product and broker
What you can build for insurance brokerages
Every renewal on a list before it is urgent
Clients with their policies, insurers, premiums and renewal dates. Renewal tasks appear 90 days ahead for commercial clients and 30 for personal lines, assigned to a broker. Advice notes record what was recommended and why, and gaps such as a business with no cyber cover are flagged.
Make a CRM for my insurance brokerage. Clients have policies with type, insurer, premium and renewal date. Create renewal tasks 90 days ahead for commercial and 30 days for personal policies, assigned to a broker. Record advice notes and the client's decision per renewal, and flag clients missing liability or cyber cover.
Certificates on a Saturday without a phone call
Clients log in to their policies, schedules and certificates, upload vehicle lists or property schedules, start a claim and see its progress, and update key facts before renewal.
Build a client portal for an insurance brokerage. Clients log in to view their policies, download schedules and certificates, upload documents like fleet lists, start a claim and follow its status, and answer renewal questions each year.
Premium, tax and your fee as separate lines
Invoices show premium, insurer fees, taxes and broker fees separately, instalment plans have dates, mid-term adjustments and refunds are recorded, and commission received is tracked per policy against insurer statements.
Create invoicing for my insurance brokerage. Each invoice shows premium, insurance premium tax, insurer fee and broker fee separately, with optional instalments. Record mid-term adjustments and refunds, and track commission received per policy.
Retention is the number that matters
Policies renewed versus lost by broker and product with the reason, commission and fee income by month, new business won from quotes and open claims by age.
Build a dashboard for my insurance brokerage showing retention rate by product and broker with lost reasons, commission and fee income by month, quotes won, and open claims by age.
Pages for the cover people search for
Cover explained by client type, such as tradespeople, landlords or retailers, in plain words with typical inclusions and exclusions. Regulatory and complaints details in the footer, a quote request that asks for the current renewal date, and claims contacts.
Make a website for my insurance brokerage with pages for tradesperson, landlord and retailer cover explaining what is typically included and excluded, a quote request form asking business type and current renewal date, claims contact details, and our regulatory details in the footer.
One niche, one page
A page for restaurants, contractors or events that names their real risks, asks for turnover, staff numbers, claims history and renewal date, and states how quickly you respond.
Create a landing page for restaurant insurance from my brokerage covering kitchen fire, stock spoilage and employee injury, with a form for turnover, staff numbers, claims in the last five years and renewal date, and a promise to reply within one working day.
Regulation and client data
Most places require brokers to display certain regulatory details and keep records of advice. Policy and claims data is personal data. Ask for each client to see only their own records, keep access to staff who need it, and check the security, retention and disclosure rules that apply where you operate, or ask your compliance adviser.
From the renewals spreadsheet to tasks
Export the current book with client, policy type, insurer, premium and renewal date, and import it. Renewal tasks are generated straight away for everything due in the next quarter. Add advice notes from the next renewal onward rather than back-filling years of history.
- Import active policies first
- Generate tasks for the next 90 days
- Start advice notes at the next renewal
Questions
Can the CRM warn us about renewals coming up?
Yes. It lists renewals by date and assigns them to brokers. Email reminders to clients need an email service you connect.
Can it give instant insurance quotes?
Instant pricing usually needs an insurer's rating system and the right permissions. Most brokerage apps collect details and the broker returns quotes.
Is a client portal secure enough for policy documents?
Each client sees only their own records behind a login. Insurance data is personal data, so check the security and retention rules where you operate.
Do I need to code?
No. You describe your process and change it by chatting.
How much does it cost?
The Free plan has no card requirement. Pro is $25 a month and adds a custom domain, code editing, export and more credits.
More for insurance brokerages
- Insurance Broker Client Portal: Policies, Certificates, Claims and Renewal Updates
- Invoicing for Insurance Brokers: Premiums, Fees, Instalments and Commission
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