Tour

 

See what Pakia can do for you

 

Agency Management

Manage your agency, anywhere, anytime

Easily keep track of customers and their policies. Search, view and update your data.

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Reporting

Detailed reports just a click away. Set criteria and get reporting for:

  • Agency
  • Customers
  • Agents
  • Insurance Companies
  • Collections/payments

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Financial

Keep track of transactions and get real-time financial reports.
Print or save receipts and vouchers for every transaction you make.

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Manage Agents & Users

Invite your team to join Pakia!

Provide your team with a state-of-the-art app for policy and customer management. You can define user’s rights according to each user’s role in the agency and make policy management easier for you and your team.
Grow your agency and manage multilevel commission schemes for every agent in your office.

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Tour was last modified: January 17th, 2018 by Pakia