Every policy you've sold, in one portfolio
Wakala360 keeps your policies, clients, commission and renewals together, so you can answer any question about your portfolio in seconds.
What you can do
Filter the whole book
By cover type, client name or phone, insurer and cover-end date. Admins can also filter by agent.
Commission beside every policy
Expected, received and pending commission for your portfolio, or for the whole agency.
Any insurer, any class
Record motor, medical, life, personal accident, fire, WIBA, marine and more, from any insurer.
Alerts that matter
Motor certificate expiry alerts and instalment reminders on the policies that need them.
Bring your existing book
Import clients and policies from a spreadsheet using our template, or add contacts from your phone.
Export when you need it
Download your portfolio as an Excel file or a PDF.
Questions
Can I bring in the book I already have?
Yes. Download the template, fill it in or paste from your own spreadsheet, and import it as an Excel or CSV file.
Which classes of insurance can I record?
Any class: motor, medical, life, personal accident, fire, theft, engineering, WIBA, marine and pension, from any insurer. Quotes are for motor and medical.
Who sees which policies?
Agents see their own portfolio. Agency admins see the whole agency. The Wakala360 team never sees client records.
Related features
Try it on your own portfolio
7 days free on either plan. No payment details to start.