Bizaxl Insurance

Bizaxl Insurance is the mobile companion to your agency's Bizaxl workspace. Built for insurance agents and advisors who spend their day with customers, not at a desk, it puts your pipeline, policies and service work in one clear, fast app. YOUR DAY, CLEARLY PRIORITISED Open the app to a home screen that tells you what needs attention now: overdue follow-ups, upcoming renewals, open service requests and customer birthdays. One tap takes you straight to the record. TURN EVERY LEAD INTO MOMENTUM • Capture and search leads, log follow-ups and never lose track of the next step • Run a need analysis and generate a premium illustration with the customer • Move a lead to an application without re-typing details MANAGE EVERY POLICY IN ONE PLACE • Motor, life, health, workmen's compensation and SME policies in one register • Policy documents, payments and renewals alongside each policy • Upload…