Policy Management: Build your insurance renewal flow

Generic CRMs don't understand concepts like "Policy," "Claim," and "Endorsement." In Jestor, insurance brokers build a tailored operation to manage their book of business, ensuring no renewal is missed and claims handling is agile.

Renewal is the Heart of the Business

Missing a renewal deadline means losing the client. In Jestor, you create automations: "If 'Expiration Date' is in 30 days, create task 'Quote Renewal' for the broker."

Claims Management

When a client crashes their car, they are stressed. The broker opens the process in Jestor and tracks the steps: "Notify Carrier" > "Inspection" > "Approval" > "Payment." The client can receive automatic updates on progress.

Frequently Asked Questions (FAQ)

Does Jestor calculate the insurance premium? No. The calculation is done in the quoting tool or carrier site. Jestor manages the broker's commercial and operational process.

Can I attach the policy? Yes. The policy PDF is saved in the client's record, accessible anywhere via the mobile app.

Does it work for Benefits (Health)? Yes. You can manage member enrollment/termination for corporate clients withinJestor.

Conclusion

With Jestor, you build the exact tool to manage your portfolio, focusing on relationship and retention.

Organize your brokerage: https://jestor.com/