PeakInsured

Full description:
PeakInsured is a comprehensive insurance management platform built for insurance brokers, agents, and underwriting teams. Manage your entire insurance portfolio from your phone — policies, claims,
quotes, payments, and client relationships.

Key Features

Policy Management
• Create, renew, and endorse motor, property, and commercial policies
• Track policy lifecycle from quote to expiry
• Multi-currency support (USD, ZIG)
• Dynamic cover type configuration per policy type

Claims Processing
• File and track claims with full status workflow
• Date of loss validation against policy coverage period
• Duplicate claim detection
• Settlement tracking and proof of payment

Financial Management
• Premium calculation with stamp duty and government levy
• Payment recording and installment tracking
• Debit and credit note management
• Brokerage fee tracking
• Bordeaux report generation for insurers

Executive Dashboard
• Real-time business overview with drill-down analytics
• Monthly trends, premium analysis, payment performance
• Claims ratio monitoring
• High-value client identification
• Renewals due tracking

Client & Insurer Management
• Full customer profiles with communication preferences
• Insurer performance tracking
• Sanctions screening integration
• Producer/agent assignment

Additional Features
• Document management — upload and organize policy documents and claim evidence
• Real-time push notifications on important events
• Dark mode support
• Audit trail for all system activities
• Role-based access control
• Offline-friendly with session management

Built by SwiftPeak Solutions for the insurance industry.