TheCEOApp for insurance

Run your insurance business from your phone: record sales of car insurance (third party) and comprehensive car insurance, send receipts on WhatsApp, track stock and clients who owe, and sell online.

What insurance businesses record

• Car insurance (third party)
• Comprehensive car insurance
• Health insurance
• Life insurance
• Goods in transit

Stock the way you count it

Count stock by policy, year, month.

Tools you'll use most

• Appointment bookings: Clients pick a day and time on your service pages; you get the request in the app with their name and phone.
• Licences and permits: Keep them in one place and get reminded before they expire.

And everything every business gets

• Record a sale in seconds: Type it, scan it or just say it. The receipt goes to the customer on WhatsApp with your logo.
• Know who owes you: Part payments, balances and polite reminders, so debts don't get forgotten.
• Stock that adds up: Stock goes down as you sell, with alerts before you run out and a count of what was lost or damaged.
• Your own online shop: A shop page with your products and prices that customers order from on WhatsApp.
• Designs and documents: Flyers, price lists, invoices and quotations in your brand colours.
• Ceopay business account: Receive transfers, pay suppliers and bills, and save, from the same app.

Read the guide: how to run your insurance business with TheCEOApp