Keep your whole portfolio without the spreadsheet
Track your policies, renewals and commission, quote motor and medical side by side, and never miss a follow-up.
“I find out a policy lapsed when the client calls angry”
A working day with Wakala360
Start with Home
Today's follow-ups, overdue leads and any renewal reminder that failed, so you know who to call first.
Quote side by side
Compare motor and medical prices across up to 8 underwriters, then send the quote by email as a PDF, or by WhatsApp.
Collect the paperwork
Send the client a secure link for KYC documents. They confirm with a code sent by email, and you approve what comes back.
Close the month
See the commission you expect, what has come in, and what is still pending.
Small things that save you time
Your own booking page
Share a link where clients pick a time to talk to you.
Saved replies
Reusable messages with the client's name and renewal date filled in.
Import your portfolio
Bring clients and policies in from a spreadsheet, or add contacts from your phone.
The Solo plan
KES 2,000a month
For one licensed agent. Or KES 22,000 a year, which is a month free.
Try it on your own portfolio
7 days free on either plan. No payment details to start.