Services/Custom Software Development
The software for insurance agents we build at AISDC centralizes your policy book, renewal dates, commission calculations, and prospect follow-up in a single system. Many agents and agencies in Mexico still run their book across spreadsheets, manual reminders, and disorganized WhatsApp chats, which leads to renewals that slip past their date and commissions that are hard to reconcile against what each insurer actually pays. We design the system around how you really work: from the quoting tool you use in front of clients to the commission rules for each insurer and line of business. The result is a platform your team uses every day, with automatic alerts and full visibility into your active book.
We review how you currently manage policies, renewals, commissions by insurer, and prospect follow-up: what lives in spreadsheets, what slips through, and where you lose time or money.
We define the modules, renewal alerts, and commission rules based on your actual agreements with each insurer, not a generic feature list that does not fit how you operate.
We build the system and connect it to your quoting tool, email, WhatsApp Business, and the tools you already use to follow up with clients and prospects, without duplicate data entry.
We migrate your existing book, train your team, and stay close during the go-live period. After launch we remain available for adjustments, new reports, or features you need.
Centralize every policy with its insurer, line of business, term, premium, and status. Pull up a client's full history and filter your book by insurer, policy type, or renewal date in seconds.
The system notifies you by email or WhatsApp with the lead time you define before each policy expires, so you reach out to the client on time instead of losing a renewal to a missed reminder.
Set up your real commission agreements by insurer, line of business, or transaction type. The system calculates the expected amount on every policy placed or renewed, ready to reconcile against what each insurer actually pays.
Generate quotes for your prospects directly from the system, using the coverages and information you offer, and track each quote until it becomes a policy or falls through.
See every prospect and renewal on a board by stage: quote sent, in negotiation, policy issued, or renewal confirmed, so nothing goes unattended.
Check your active book, projected commissions, this month's renewals, and client retention rate on a dashboard, without building reports by hand every month.
Agents working solo who need to stop relying on a notebook or scattered reminders to follow up on dozens or hundreds of policies across different insurers and clients.
Agencies where each agent manages their own book but leadership needs a global view of renewals, commissions, and performance by agent, without mixing everyone's data together.
Brokerages that work with several insurance companies and need a single system to compare commissions and follow up on each insurer's portion of the book separately.
Agents managing group policies, vehicle fleet coverage, or corporate major medical plans, with complex annual renewals that require careful follow-up on every corporate account.
It's a system that centralizes your clients' policy book, renewal dates, commission calculations, and prospect follow-up in one place. Unlike running everything through spreadsheets or WhatsApp, the system automatically alerts you when to act and gives you full visibility into your active book.
Yes. We set up automatic alerts by email or WhatsApp that trigger with the lead time you define before each policy expires, so you reach out to the client in time instead of losing the renewal to a missed reminder.
Yes. We configure your commission rules based on your real agreements with each insurer and by insurance type. The system automatically calculates the expected amount for every policy placed or renewed, with a record you can reconcile against what each insurer actually pays you.
Yes, you can set a reminder for your agent license expiration date, which in Mexico must be renewed every three years with the Comisión Nacional de Seguros y Fianzas (CNSF). The system doesn't replace the official renewal process, but it helps you keep that date from getting lost among everything else on your plate.
It depends on your operation. If you work with several insurers, have your own commission schemes, or manage a team of agents under your brokerage, a custom system gives you real control over those processes from day one. If you're just starting out with a small book and a simple process, a well-organized spreadsheet might be enough for now — at AISDC we give you an honest assessment before proposing any build.
Tell us how your real estate business operates and we will propose a system designed for your process.
Talk to AISDC