Insurance Agency Software
Run every client, policy and renewal from one platform — online or off.
AlfaDecode gives your insurance agency one place to manage clients, track every policy as a live case, and never miss a renewal. Log advisory time, bill retainers and fees, send WhatsApp reminders and tax-ready invoices, and see every branch on one dashboard. It keeps working when the internet drops and syncs the moment you're back — set up in minutes with the insurance preset.
No card required · Cloud or on-premise · Works offline · GST & VAT ready
Every policy as a live case
Track each client's policies as cases with their own status, dates and notes. See what's active, what's lapsing and what needs a follow-up at a glance.
Renewal reminders on WhatsApp
Send renewal and follow-up reminders straight to clients' phones on WhatsApp, and share invoices the same way. Fewer missed renewals, less chasing by phone.
Client CRM built in
Keep every client's contact details, policies and full history in one record. Group, search and follow up without spreadsheets.
Time, retainer and fee billing
Log advisory hours and bill clients by the hour, at a fixed fee or on a monthly retainer. Turn the work you do into clean invoices in a couple of clicks.
Everything your insurance agency needs
Every policy as a live case
Track each client's policies as cases with their own status, dates and notes. See what's active, what's lapsing and what needs a follow-up at a glance.
Renewal reminders on WhatsApp
Send renewal and follow-up reminders straight to clients' phones on WhatsApp, and share invoices the same way. Fewer missed renewals, less chasing by phone.
Client CRM built in
Keep every client's contact details, policies and full history in one record. Group, search and follow up without spreadsheets.
Time, retainer and fee billing
Log advisory hours and bill clients by the hour, at a fixed fee or on a monthly retainer. Turn the work you do into clean invoices in a couple of clicks.
Tax-ready invoices and reports
Raise GST, VAT and sales-tax invoices in your local currency and pull the reports you need at filing time. E-invoice ready where your rules require it.
Your whole team, with roles
Add advisors and back-office staff, set who can see and do what, and keep staff details in the same place. Everyone works from one shared record.
Every branch on one dashboard
Run multiple branches and view them separately or consolidated. Compare performance and roll the numbers up across the whole agency.
Live reports and dashboards
See renewals due, work in progress, billing and collections on live dashboards, and drill into the detail whenever you need to.
Works offline
Runs on your own counter and keeps billing with no internet — then syncs to the cloud automatically.
Tax-ready compliance
Configurable GST / VAT & tax-compliant invoicing — built in, nothing to bolt on.
Cloud or on-premise
Start in the cloud or keep all your data on your premises — same product, your choice.
Insurance Agency software — your questions
Does it keep working if my internet goes down?
Yes. AlfaDecode is offline-first, so you can pull up client records, add policies, log time and raise invoices with no connection. Everything syncs automatically the moment you're back online, so nothing is lost.
Can it handle GST, VAT or sales tax on my invoices?
Yes. Invoices apply GST, VAT or sales tax in your local currency and your reports are ready at filing time. It's e-invoice ready where your local rules require it, so you're ready at filing time without a separate tool.
Is my data in the cloud, or can it stay on my premises?
Your choice. Run AlfaDecode in the cloud so your team can work from anywhere, or keep it on-premise so client data stays on your own hardware. You get the same features either way.
Does it file claims or connect to insurer portals?
No. AlfaDecode is your own agency system for clients, policies, renewals, time and billing — it doesn't adjudicate claims or plug into insurer systems. You keep using those directly and manage everything on your side here.
How long does it take to get started?
Minutes. Choose the insurance preset and AlfaDecode arrives configured for your trade, with cases, client fields, invoicing and reminders ready to go. Import your client list and you can be running the same day.
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Run your insurance agency on Alfa Decode
Start a free trial, or book a quick demo and we’ll set it up for your business.