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Kasi Labs

Private sample · You approve what goes live

For insurance brokers and agencies

Know every policy expiring in the next 60 days—and who is following up.

Put renewals, claims ageing and commission differences in one accountable tracker, shaped around how your brokerage already works.

  • See every policy expiring in the next 60 days.
  • Give every renewal a named owner and next action.
  • Age open claims by insurer and promised follow-up date.
  • Reconcile expected commission against each statement.
Get my sample renewal tracker

Private sample in days · Plans from $29–$99/month

Renewals view

Every expiry, owner and next action in one view.

Start with the next 60 days. Open the policies with no follow-up first.
Kasi LabsSample insurance trackerSample data

Operations

Renewals

Export view
Due in 60 days47
No next action8
Premium at riskKSh 1.84m
Client / policyExpiresOwnerNext action
Client 1042 · Motor12 daysFaithCall today
Client 0921 · Medical18 daysBrianQuote sent
Client 1188 · WIBA27 daysAminaAwaiting census
Renewal ownershipClaims ageingCommission reconciliationExportable evidence

30-second walkthrough

Follow the money from renewal to claim to commission.

The sample moves through the three views automatically. Pause anywhere to inspect the work your team would see.

Renewals view

Every expiry, owner and next action in one view.

Start with the next 60 days. Open the policies with no follow-up first.
Kasi LabsSample insurance trackerSample data

Operations

Renewals

Export view
Due in 60 days47
No next action8
Premium at riskKSh 1.84m
Client / policyExpiresOwnerNext action
Client 1042 · Motor12 daysFaithCall today
Client 0921 · Medical18 daysBrianQuote sent
Client 1188 · WIBA27 daysAminaAwaiting census

Three connected views

The work that affects revenue stops hiding in separate spreadsheets.

Each screenshot uses sample data. Your version keeps the fields, stages and responsibilities your brokerage already understands.

Renewals

Every expiry, owner and next action in one view.

Kasi LabsSample insurance trackerSample data

Operations

Renewals

Export view
Due in 60 days47
No next action8
Premium at riskKSh 1.84m
Client / policyExpiresOwnerNext action
Client 1042 · Motor12 daysFaithCall today
Client 0921 · Medical18 daysBrianQuote sent
Client 1188 · WIBA27 daysAminaAwaiting census

Claims

See which claim has waited longest—and with whom.

Kasi LabsSample insurance trackerSample data

Operations

Claims

Export view
Open claims31
Over SLA6
Oldest follow-up23 days
Claim / classWaitingInsurerNext action
CLM-2481 · Motor23 daysInsurer AEscalate
CLM-2510 · Medical11 daysInsurer BDocuments due
CLM-2536 · Property4 daysInsurer CAssessment booked

Commissions

Reconcile what was expected, paid and disputed.

Kasi LabsSample insurance trackerSample data

Operations

Commissions

Export view
ExpectedKSh 486k
ReceivedKSh 421k
DifferenceKSh 65k
StatementExpectedReceivedStatus
Insurer A · JunKSh 182kKSh 182kMatched
Insurer B · JunKSh 164kKSh 121kReview
Insurer C · JunKSh 140kKSh 118kDisputed

Start with one useful tracker

A private sample first. A subscription only when it fits.

From

$29per month for one live app

Move to the $99 plan when you need up to five live apps, 25 team members and priority support. Paid features stay inside the limit you approve.

Get my sample renewal tracker

Before you request a sample

Keep what already works. Fix the gaps that cost follow-up time and revenue.

Do we need to replace our insurer portals or accounting system?

No. The tracker covers the work between those systems: ownership, follow-up, ageing and evidence. Start with a spreadsheet import and add connections only when they earn their keep.

How quickly can we see our own process?

Your first private sample is shaped around one priority. Once the fields and stages are agreed, a working version can be ready in days rather than a long implementation project.

Can different people see different information?

Yes. Renewal, claims, finance and management views can have different access. Important changes and approvals stay visible for later review.

Your private sample

See your renewal process as a working tracker.

Tell us what matters most. We will reply with a private sample shaped around that job—not a generic sales presentation.

Takes about 30 seconds. We use these details only to prepare and discuss your sample.