Bramwen Insurance Agency

Client & Policy Management | Nairobi, Kenya | IRA Reg. No. BIA-2019-0047

✓ IRA Licensed

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Overview

Leads

Clients

Policies

Renewals

Claims

Underwriters

Finance

Clients

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Active policies

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Gross premium

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KES

Commissions

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KES

Active leads

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Renewals 30d

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Open claims

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Overdue

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Portfolio by product

Product	Policies	Premium (KES)	Share
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Upcoming renewalsSee all →

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Recent claimsSee all →

Claim no.	Client	Product	Amount	Status
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Top underwriters

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Total

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New

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Contacted

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Quoted

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Won

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Lost

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Conversion funnel

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By product

Product	Leads	Won

Pipeline

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Lead register

ID	Name	Phone	County	Product	Source	Agent	Est. Premium	Temp	Follow-up	Stage	Action
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Clients

ID	Name	Type	ID/PIN	Phone	Email	County	Status	Agent	Added
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Policies

Policy no.	Client	Product	Underwriter	Cover	Sum insured	Premium (KES)	Payment	Start	Expiry	Status
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Due 7 days

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Due 30 days

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Due 60 days

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Due 90 days

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Renewal tracker

Policy no.	Client	Product	Underwriter	Expiry	Days left	Premium (KES)	Phone	Payment
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Open

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Settled

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Rejected

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Total claimed

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Claims register

Claim no.	Policy no.	Client	Product	Underwriter	Incident	Reported	Type	Claimed (KES)	Settled (KES)	Adjuster	Status	Notes
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Underwriter directory

Name	IRA No.	Products	Contact	Phone	Motor%	Medical%	Life%	Property%	Travel%	Status
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Gross premium

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KES

Commissions

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KES

Outstanding

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KES

Remitted

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KES

Payment ledger

Receipt no.	Date	Client	Policy no.	Product	Amount (KES)	Mode	Reference	Underwriter	Commission	Remitted	Status	By
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Client

New client

Client information

Client type *

Full name *

ID / KRA PIN *

Date of birth

Phone *

Email

County *

Physical address

Occupation / Business

Source

Assigned agent

KYC status

🎉 Lead Won — Convert to Client

✅ Complete missing fields to create a client record.

Complete client details

Full name

Client type

Phone

Email

ID / KRA PIN *

Date of birth

County

Physical address

Occupation

Assigned agent

Mark Lead as Lost

Recording a reason helps improve future conversions.

Reason *

Notes

New policy

Policy details

Client ID / Name *

Product *

Underwriter *

Cover type *

Sum insured (KES)

Annual premium (KES) *

Start date *

Expiry date *

Payment status

Policy status

Endorsements

Issued by

Notes

New lead

Lead information

Name *

Lead type

Phone *

Email

County

Product interest *

Requirement

Est. premium (KES)

Source

Temperature

Assigned agent

Follow-up date

Notes

New claim

Claim details

Policy no. *

Client name *

Product *

Underwriter *

Claim type *

Incident date *

Date reported *

Amount claimed (KES) *

Amount settled (KES)

Loss adjuster

Status

Notes

Add underwriter

Underwriter details

Name *

IRA reg. no. *

Products offered

Contact person

Phone

Email

Commission rates (%)

Motor %

Medical %

Life %

Property/Fire %

Travel %

Status

Notes

Record payment

Payment details

Client name *

Policy no. *

Product *

Underwriter *

Amount received (KES) *

Payment date *

Payment mode *

Reference / Cheque no.

Commission due (KES)

Remitted to underwriter?

Status

Recorded by

Notes