An insurance book is a list of dates. Miss one and a client is uninsured and you are not paid. Describe how you hold your book and Taskade Genesis builds the app: one record per policy, renewal countdowns, a claims log, commission you can reconcile, and reminders that go out early enough to act on.
Start with a live kit
Clone a running app and load your own book.
- Neon CRM Dashboard - clients, stages, and the follow-up
- Client Portal Nexus - what a signed-in client sees
- License Manager Dashboard - the renewal-register shape
What is an insurance prompt?
An insurance prompt describes your book and the calendar around it. You name what you place, who you place it with, when each policy renews, and what has to happen before it does. Taskade Genesis turns that into a working app where a renewal is a date the system watches rather than something you hope to remember.
Why Taskade Genesis for an agency
- Renewals are the engine. Every policy carries a date, and a scheduled automation walks the book every day so the reminder arrives while there is still time to remarket.
- Commission you can actually check. Expected against received, per carrier, so a shortfall is visible rather than discovered at year end.
- Claims tracked properly. From first notification to settlement, with the client kept informed without ringing you.
- A client portal on every plan. App sign-in and App Users are in beta and work on every tier. Which records each client sees is a step you configure and then test with a second account.
- An assistant over your own book. Ask what renews next month, which clients have one policy and should have two, and who has not been reviewed this year.
Where the boundary sits
This runs the agency operation: the book, the dates, the tasks, and the record. It is not a rating engine, not a policy administration system, and nothing here is insurance advice or a substitute for the carrier documents. The policy wording is always the policy wording.
Who is it for
- Independent agents and brokers holding a book in a spreadsheet and a calendar.
- Small agencies where several people share clients and nobody is sure who owns a renewal.
- Specialist brokers whose renewal cycle is the whole business rhythm.
- Anyone who has lost a client because a renewal notice went out too late.
Keep the wider relationship in CRM prompts, bill through invoicing prompts, and track credentials with compliance prompts. Browse live examples in the Community Gallery, or start a build at Taskade Genesis.
