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 documents straight from your camera or files KNOW EVERY CUSTOMER AT A GLANCE See a customer's policies, applications, claims and service history on a single screen before you call or meet them. KEEP SERVICE MOVING • Track claims and service requests through to resolution • Complete KYC for customers and leads • Follow your commissions and the product catalogue STAY PRODUCTIVE IN THE FIELD Recently viewed data stays available when you lose signal, and the app tells you clearly when an action needs a connection, so nothing is saved by accident. BUILT FOR IPHONE AND IPAD On iPad the app switches to a sidebar layout that works in every orientation and in Split View. SECURE BY DESIGN Your sign-in is stored in the iOS Keychain on this device only and is never included in backups. Signing in on a new device automatically ends the session on the old one. FOR CUSTOMERS TOO Policyholders of agencies using Bizaxl can sign in to view their policies and policy documents. REQUIREMENTS Bizaxl Insurance requires an account on your agency's Bizaxl site. Ask your agency administrator for your site address and login details.