Filing policy documents, keeping a book of business current, tracking renewals, and understanding what software can and cannot read off a policy PDF. Written to be useful whether or not you ever use Insoora.
Most people find out their insurance paperwork is disorganised at the worst possible moment. An hour of setup now is the difference between a claim that is straightforward and one that is not.
Most policy filing systems fail the same way — they are organized for the person who filed the document, not for the person who has to find it eighteen months later. Here is a system built around retrieval.
A lapsed policy is rarely a decision. It is almost always a date nobody was watching — and the fix is less about reminders than about where the date came from in the first place.
The hard part of running an agency is not selling. It is that everything you sold stays your responsibility — and the number of things you are responsible for only ever goes up.
"The software reads the policy" covers two completely different operations with different failure modes. Knowing which one is happening tells you how much to trust the result.
Upload a policy PDF and Insoora reads the fields, files them under the customer and tracks the expiry date.