Cloud-based insurance agents management software for multi-mandate agents: AI multi-carrier quoting, pre-configured CRM, automatic expiry calendar, AI-powered renewals, qualified electronic signature and built-in compliance. Everything included in the free Partner Network plan, with no volume constraints.
Insurance agents management software is the operating platform a multi-mandate agent uses to manage clients, policies, expirations, communications and regulatory obligations. It replaces Excel, paper diaries, separate carrier portals, messaging apps and signature tools with a single cloud interface accessible from desktop, tablet and smartphone.
The Aron agents management software is built for agents working with multiple carriers: 25+ mandates included (Allianz, AXA, Generali, Zurich, Lloyd's, Helvetia, Reale Mutua, UnipolSai, Cattolica and others) with a single login. The agent quotes across all lines in real time (motor, collision, home, life, health, professional liability), issues the policy with qualified electronic signature, archives pre-contractual documentation and invoices commissions from the same panel.
Unlike traditional management systems, Aron agents management software is AI-native: AI generates the renewal quote before expiry, suggests cross-sell based on the client profile, identifies churn risk and prepares standard communications. The agent spends more time with the client and less filling forms on screen.
Less bureaucracy, more time for clients
The agents management software generates real-time quotes on 25+ carriers across all lines: motor liability, collision, motorbike, home, term life, health, accident, professional liability, legal protection, travel, cyber. One single access, one single client record, instant premium and guarantee comparison.
Pre-configured insurance CRM for agents: client card with policy history, email/WhatsApp/SMS communications, operational notes, signed documents, expirations and automatic segmentation. The insurance agents management software works from first access, with no technical setup or initial customisation.
Centralised policy expiry calendar with automatic reminders at 90/60/30/15 days before expiry. The management software sends renewal communications via email, WhatsApp Business or SMS before the client loses coverage. The agent sees today's upcoming expirations and can act in one click.
AI-powered policy renewals: the AI in the management software generates the renewal quote, compares it to the previous year, suggests guarantee upgrades and sends the proposal to the client automatically. Higher renewal rate, fewer calls, fewer policies lost at year-end.
Mandates, pre-contractual disclosures, policies and receipts in digital format. The agents management software includes integrated qualified electronic signature (QES): the client signs from smartphone in seconds, the document lands automatically in archive and in the client's personal folder.
Built-in regulatory compliance in the agents management software: automatic audit trail, digital complaints register, 60h biennial training log, GDPR consent tracking, automatic generation of pre-contractual documentation (DIP, additional DIP, IVASS annex 4). No additional compliance software to buy.
The insurance agents management software includes access to mandates on 25+ carriers (Allianz, AXA, Generali, Zurich, Lloyd's, Helvetia, Reale Mutua, UnipolSai, Cattolica and others). No direct relationships with individual carriers needed, no security deposit, no minimum volume. Quoting and issuance from day one.
The Aron Partner Network is free with no time limit: the agent uses the insurance management software with no fixed fees, no activation cost, no paid mandatory training. Agents earn on commissions from issued policies, with market-aligned terms for multi-mandate professionals.
The agents management software works on any device: the agent generates quotes during the client visit, gets the mandate signed on the spot via QES, issues the policy before getting back in the car. Mobile isn't a separate app: it's the same responsive web platform.
The insurance agents management software is designed to be intuitive: those coming from traditional systems (Pass, Wally, ISI) find a modern interface, support from the Aron operational team, in-platform video tutorials and an intermediary community. Onboarding in half a day, full operational autonomy within a week.
Agents with an existing portfolio working across multiple carriers, looking for a single management software instead of 3-4 separate portals. Aron replaces Excel, paper diary and legacy system with a cloud platform accessible anywhere.
Professionals starting an insurance agent or sub-agent practice. The Aron agents management software includes mandates, training, compliance and CRM: operational from day one with no upfront investment.
Former single-mandate agents (Allianz, Generali, UnipolSai) becoming multi-mandate and looking for a modern management software with all carriers already integrated. Portfolio migration assisted by the Aron team.
Agents who work mostly off-site (at the client, events, fairs) and need an agents management software that works flawlessly on smartphone and tablet, with integrated electronic signature and instant quoting.
Yes. Aron includes access to mandates on 25+ carriers. An insurance agent can start quoting and issuing policies immediately through the management software, without direct carrier agreements.
The CRM is pre-configured for the insurance sector: client card with policy history, automatic expiry calendar, renewal reminders and communication log. No configuration required — the management software works from day one.
Yes. The software includes automatic audit trail, digital complaints register, updated pre-contractual templates and GDPR consent tracking. All native in the management software — no separate compliance software needed.
The Partner Network plan is free with no time limit: the insurance agent accesses the management software, mandates on 25+ carriers, the CRM and the entire platform at no fixed cost. Aron monetises through commission sharing on issued policies. A Whitelabel plan is also available starting at €99/month for agencies that want their own brand on the management software and client portal.
Activation in 24-48 hours. The agent fills the registration form, uploads intermediary register entry, professional liability insurance, ID and completes KYC. Once the register entry is verified, the agent accesses the management software and mandates on 25+ carriers. For existing portfolios, migration (import of clients, policies, expirations) takes 5-10 days with Aron team assistance.
Yes. The Aron agents management software supports import from Excel, CSV and the main legacy management systems (Pass, Wally, ISI, Tibss). The Aron team assists with field mapping, client deduplication and expiry reconciliation. Migration is included in the free Partner Network plan.
Aron is 100% cloud: no installation, no manual updates, no server to manage. The agent accesses it via browser from desktop, tablet and smartphone. Data is hosted in European data centres compliant with GDPR and IVASS Reg. 24 on 5-year document retention.
25+ active partner carriers: Allianz, AXA, Generali, Zurich, Lloyd's, Helvetia, Reale Mutua, Groupama, UnipolSai, Cattolica, ITAS, Vittoria, Net Insurance, Tua, Genertel, Quixa, Verti, Linear, Direct Line and others. The list grows monthly. Aron adds new carriers on agent request when portfolio volume justifies it.