Insurance
Quote requests captured, renewals chased, policyholders kept informed
Quote requests captured, renewals chased, documents sent and policyholders kept informed — for brokers and agencies in NZ and Australia.
Built by the same Auckland engineering team that designs PCBs, embedded firmware and test-and-tag programmes.
Renewals are a spreadsheet and a prayer
Quote enquiries queue up
They arrive by form and email and wait in a queue.
Renewal dates live in a spreadsheet
Someone has to open it and check the dates by hand.
Documents go back and forth
Policy documents and declarations get emailed back and forth.
Set up for a brokerage
We load the insurance pack
Policyholders, policies, renewal dates, quote requests, with NZ or Australian (state-aware) fields.
We connect your site, forms, chat and email
Your own domain and your own addresses. Nothing new for your clients to learn.
It runs
Enquiries scored, quotes tracked in a pipeline, renewal campaigns sent on schedule, documents sent for signature and filed.
What the pack includes
Smart Forms
Quote requests with the fields a broker needs.
Deal Pipeline
Enquiry → Quoted → Bound → Renewal.
Renewal campaigns
By email and SMS from your own address.
AI Documents
Declarations and forms filled from the record.
AI Follow-ups
On open quotes, so nothing sits untouched.
Client portal
For policy documents.
What you actually see
One screen for quotes, renewals and declarations, in the order they need attention.
- Quotes and renewals on one board
- Documents filed against the policyholder
- Campaigns scheduled before the renewal date
Built from parts you can use elsewhere
The insurance pack is a setup on top of the Pwoli platform, not a separate product.
Set up for how your industry works
Same platform, different pack.
Questions we get asked
Does it give insurance advice?
No. It manages enquiries, documents, renewals and communication; advice and placement stay with you.
Can it handle Australian state differences?
Yes; the setup is state-aware for Australian brokerages.
Can clients see their own documents?
Yes, through the client portal where you enable it.
Never miss a renewal again
Bring your renewal spreadsheet to the demo. We set it up, you run your business.