01
Policy history and renewal
Keep the customer, vehicle and policy term connected. A renewal belongs to the same client history but creates a fresh financial cycle with its own charges and payments.
- Policies and customer relationships.
- Expiry and renewal follow-up.
- Clear financial periods.
02
Insurer balances and commissions
The gross premium is not the agent's profit. Track the insurer amount, agreed commission and settlements without mixing cash, transferred amounts and cheques that have not cleared.
- Commission and insurer amounts.
- Cash, bank and commission offsets.
- Receivables, cheques and reversals.
03
Daily agency priorities
A useful workflow highlights upcoming renewals, overdue instalments and cheque maturities so that the next action is clear. Yallah Agent is distinct from Yallah Accounts for automotive repair shops.
- Renewals and expiry pipeline.
- Collections and due dates.
- Follow-up by insurer and client.