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IndustryProfessional services

Era for your insurance agency.

Every policy with its renewal date, renewals called 45 days ahead, quote requests with the documents by link, and claims handed to a person fast.

Start with Era8 modules · 5 prepared workflows · 3 teammates

Is your work spread over 8 tools that don’t know each other?

Bookings in one place, messages in another, payments in a sheet. A change stays in one tool before it reaches the people who need it.

Client requests buried in emailThe decision stayed in messagesHours in a spreadsheetThe document in four foldersClient list in another toolFollow-up in a channel
The document in four foldersClient list in another toolFollow-up in a channelClient requests buried in emailThe decision stayed in messagesHours in a spreadsheet
Quote approved on paperMeeting notes not in the calendarCollections noticed at month endClient requests buried in emailThe decision stayed in messagesHours in a spreadsheet

Tool logos are examples; they imply no partnership or endorsement.

Era brings them into one place. A few of the apps you can connect

All apps

Logos show apps you can connect; they do not imply a partnership.

Same week. Same team. A different day.

Motor, earthquake and health policies renew yearly; every expiring policy must be flagged to the customer in time. Claims and quote comparisons are daily work.

Insurance agency: the same work, today and with Era.

  • Today: Lost requests. A client’s email never got onto anyone’s list. — Era: Shared inbox. Email and WhatsApp in one inbox; requests go to the right person.
  • Today: Hunting documents. Which version is latest and who changed it is unknown. — Era: Documents on the file. Documents live on the client file, with their history.
  • Today: Quote approval. An approved quote never became an invoice. — Era: Quote to invoice. An approved quote becomes an invoice in one step.
  • Today: Collections. An overdue invoice was spotted at month end. — Era: Due-date follow-up. Due invoices are reminded; payments land on the card.

Drag the line or use the arrow keys. Example scene.

One workspace. Your whole business.

Setup switches 8 sections on together: sales, catalog, document requests, subscriptions and more. The table is a sample filled with the setup’s real services.

Sample screen · illustrative data

Ready for insurance agency. Working from day one.

Everything switched on at setup comes from this business type’s own list: services, teammates, workflows and sections.

Workflows that run themselves

Wired to real events; switch them on, off or change them in plain words.

WorkflowsOn
1st of the month → renewals due in 45 days
Policy recorded → welcome & emergency numbers
Documents uploaded → compare offers
Conversation unassigned for 30 minutes → notify me

Your price list, ready on day one

It arrives as a sample; replace it with your own services and prices in the first step.

Services & pricessample

Insurance agency

Compulsory motor insurance (from)₺4.500
Comprehensive car insurance (from)₺18.000
Compulsory earthquake insurance (from)₺1.100
Supplementary health insurance (yearly, from)₺14.000

Your teammates are ready

They work by your rules and ask you first before messaging, paying or deleting.

Quote intakeCollects what the insurers need for a quote and sends the document link.
Claims deskRecognises a claim message, sends the claim checklist and hands it to a person at once.
Renewal callerEvery month lists policies ending in the next 45 days and prepares the renewal calls.

Ask your workspace

Ask a question; get the answer with the records behind it.

Erasample

What’s still unpaid this month?

Four invoices are overdue, two from the same client. I’ve drafted reminder emails and will wait for your approval.

Sections on from day one

8 sections switch on together; turn off what you don’t need, add more later.

SalesCatalogDocument requestsSubscriptionsCampaignsInboxWebsiteAI

Before you start

Record each sold policy on the customer (Finance → Subscriptions) with its end date, and write the earliest end date on the Policies card. On the 1st of every month the renewal caller lists everything ending within 45 days.

From the lead, “Send upload link”; or on WhatsApp the quote intake sends it for you. Each upload creates a task to compare offers.

The claims desk sends the checklist, tags the customer “Open claim” and assigns the conversation to the claims officer with an urgent task.

Filter customers by the “Single policy” tag and send a campaign (e.g. DASK before winter), or let the renewal caller suggest it in the renewal task.

Sales, Catalog, Document requests, Subscriptions, Campaigns, Inbox, Website, AI; 4 ready services and products, 3 teammates, 5 workflows, 13 notification rules and a website theme.

Yes. Switch on “start with sample data” during setup to get realistic customers, records and history; remove them in one step when you are ready.

Other businesses in professional services

Professional services

Keep client files, quotes and invoices together.

Describe your business in a sentence and Era sets up services, teammates and workflows to match. It runs on your own AI subscription.

Start with Era