One workspace for your insurance sales.
Price every line with the TOUMA simulator, then follow the client from quotation to policy and renewal.
Founded in 1998 · Licensed independent broker · Reg. 265
Start a sale
Build a quotation
Use the full TOUMA simulator, with its tariff logic and offer generation.
Manage clients
Client list, status, notes and the full 360° view of each client.
Follow up
Track calls, quotations, documents and renewals from one place.
Website leads
"Request a quote" submissions from toumainsurance.com, live.
Team performance
New leads go automatically to whoever is Online (fewest open leads first).
| Name | Status | Now | Handled | Open | Closed | Avg. first response |
|---|
Operations & control room
One place to find anything that needs action across your book of business.
Action Center
Recent Activity
Call Screen
Call guide for medical leads: script, live notes and the right plan. Open it from a lead or a client (📞), then 💾 Save to CRM.
TOUMA Price Simulator
Every line of insurance, every partner insurer, one place.
Insurance portfolio
Medical
Individuals & families · 10 insurers
Compare coverageMotor
Car cover + compulsory · 9 insurers
Compare plansTravel
Single trip or annual · 3 insurers
Compare plansDomestic Workers
Ministry of Labour cover · 4 insurers
Portfolio lineHome
Building and contents · 2 insurers
Portfolio linePersonal Accident
Death and disability · 1 insurer
Portfolio lineOpen Medical, Motor or Travel to see the structured comparison.
Clients
Follow-ups
✅ Tasks & Follow-up Center
One queue for daily client follow-ups, renewals, documents and payments.
| Due | Priority | Client | Task | Owner | Status | Actions |
|---|
Quotations
Create and track quotations linked to clients.
Policies
Issued policies, insurer, premium and expiry.
Renewals
Active policies approaching expiry. Reminder tasks are created automatically 30, 15 and 7 days before expiry.
Renewal & Retention Center
Every policy grouped by expiry, including expired ones, so the team can act before renewal.
Claims, documents & payments
Recent activity
Billing, commissions & receivables
Finance summary
Billing & invoices
Invoices are created from quotations (Quotations → Invoice).
💰 Commission Center
| Client | Policy | Producer | Premium | Rate | Commission | Status | Actions |
|---|
Production reports & targets
Analytics & Performance
Live analysis from the records stored in this browser.
Data Health & Backup
Check duplicates and missing information, and protect your data.
All data is stored in this browser only. Download a full backup regularly, and before changing computer or clearing the browser.
Admin
User & Role Management
Company Profile & Billing Settings
Used on quotations, invoices and printed reports.
App settings
Update tariffs from Excel
Audit Log
Every login and protected action is recorded.