Insurance Agency Management System for Growing Networks
Give producers, operations, and finance one system of record — from quote intake through renewal, commission payout, and executive reporting.
Standardize how every branch sells, services, and reconciles policies so you scale revenue without scaling operational chaos.
Built for
- Single-office agencies preparing for multi-branch growth
- Regional agency networks with centralized finance
- Franchise-style intermediary networks
- Corporate agencies with dedicated operations teams
Capabilities
Producer & branch CRM
Pipeline, tasks, and renewals with branch-level permissions and targets.
Policy administration
Quotes, binders, endorsements, and renewals with SLA tracking.
Commission engine
Configurable splits, overrides, and clawbacks with audit-ready exports.
Network governance
Standard operating procedures, templates, and approval matrices across branches.
Broker ROI estimator
Model potential annual value from faster policy processing, reduced reconciliation effort, and fewer commission errors. Adjust inputs to match your agency — then book a demo for a tailored business case.
Estimated annual value
KES 45,600
- ~100 operations hours saved per month
- ~0.6 FTE equivalent capacity unlocked
- Includes conservative commission-error prevention assumption
Illustrative model only — not a guarantee. Your demo includes a tailored ROI worksheet with your product mix and underwriter landscape.
Get your tailored ROI in a demoWhy enterprises trust WEFI
WEFI (Wefi Limited) combines insurance, banking and government implementation experience with product engineering — built on production deployments, not slides.
Financial services expertise
Brokerage CRM, policy lifecycle, commission engines and underwriter connectivity built for African insurance markets.
Banking & bancassurance
Workflow automation and lending platforms integrated with core banking, built for regulated banking operations.
Government & scale delivery
County eServices platforms delivered under public scrutiny — secure, high-availability systems for government operations.
Solution architecture
API-first integration layers and phased rollouts on WEFI Runtime, so organisations modernise without replacing every legacy system at once.
Frequently asked questions
See WEFI Broker for your agency
Book a personalized demo with ROI discussion — brokers, agencies, bancassurance, and networks welcome.