Agents sell.Abrigo handles the rest.
Policies from PDF and scan. Payments matched to instalments. Cash and bonuses calculated daily. Renewal reminders.
- PolicyScanned PDF → policy PLS-00220822 created
- ClientRecognised by PESEL: Anna Kowalska
- PaymentTerminal · PLN 455.00 → instalment 1/4 paid
- PaymentBank transfer → PLS-00220822, instalment 2/2
- TillCash today: PLN 4,230.00 · awaiting approval
- DueInstalment reminder · Škoda Octavia
- BonusesSales bonuses recalculated · October
- 300 policy variants
- Cash, card and transfer in one place
- Bonuses calculated daily
- New policy variants learned by itself
What you get
Policies, payments, cash, instalments, bonuses. In one system.
- 01
Today:
Policies retyped by hand from PDFs and scansWith Abrigo: Policies are scanned automatically
- 02
Today:
Payments in different places, nobody knows who paid for whatWith Abrigo: Every payment matched to a policy and instalment
- 03
Today:
The till does not balance, differences surface weeks laterWith Abrigo: Daily cash control
- 04
Today:
Forgotten instalments, policies renewed with a competitorWith Abrigo: Reminders for instalments and renewals
- 05
Today:
Bonuses worked out by hand once a monthWith Abrigo: Bonuses calculated daily
Cash calculator
How much cash do you get back?
Move the sliders. We only count entering policies.
1,500PLNback every month
Show me this on my policiesWhat Abrigo does
Six jobs the system takes off your plate.
Policy scanning
With Abrigo, policies enter themselves.
Retyping by hand takes hours and risks mistakes in premiums and instalments.
Upload a PDF or a scan. Abrigo creates the policy with the client, premiums, instalments and the vehicle or property. Staff check and approve.
- 300 policy variants from different insurers
- A new policy variant: the system learns it by itself
- Client by PESEL, NIP, REGON or name
- It never overwrites what a member of staff typed in
- The scan stays with the policy
Abrigo scans policies from insurers including
Names and logos belong to their owners and only indicate the policies the system reads.
Who it is for
For insurance agencies and multi-agencies.
Abrigo was built together with an insurance multi-agency. It suits small agencies and large multi-agencies.
- 01You work with many insurance companies
- 02You serve both individuals and businesses
- 03You sell motor, property and personal insurance
- 04You spread premiums into instalments – even a dozen or so
- 05You take payments in cash, by card and by bank transfer
- 06You have a team of advisers, office staff and external agents
Rollout
From the first call to the first policy entered automatically.
Analysis, configuration, data transfer, training, support.
- 01
Analysis of how the agency works
Insurers, products, payments, till, bonus rules.
- 02
System preparation
Products, bonus rates, staff permissions, your insurers’ policy variants.
- 03
Data transfer
Clients, policies, instalments, vehicles and consents from your current system, checked for completeness.
- 04
Training and go-live
Training for advisers, office and managers. Go-live on real policies, with us on the line.
- 05
Care and growth
Support and regular updates with a description of the changes.
Book a demo
See Abrigo on your own policies.
Send us a few anonymised policies. At the meeting we will show, on the working system, how it enters them, settles payments and calculates bonuses.
- 01You send the form. We get back to you within one working day.
- 02A short call about the agency: insurers, number of policies, how you take payments.
- 03An online presentation on your policy variants. Answers about rollout and costs.
We do not ask for client data. Anonymised documents are enough for the presentation.
FAQ
Frequently asked questions about Abrigo.
How many policy variants can Abrigo scan?
300 policy variants from different insurers. The system learns a new variant by itself and scans further policies of that kind unaided.
What if the system scans a policy wrongly?
Staff check and approve every policy. Fields the system was not sure about are flagged. It never overwrites values typed in by hand.
How does the system know who paid for which policy?
It imports bank statements and terminal settlements; cash comes in from the till. Every payment is matched to a policy and instalment, and staff see what is left to assign.
What about data from our current system?
We move clients, policies, premiums, instalments, vehicles, properties, GDPR consents and document information. Every record keeps its reference from the old system.
Does Abrigo work on a phone?
Yes. In the browser and in an iOS and Android app, with the same account and permissions.
Who can see client data?
Each person sees only what their role allows: advisers, the office, managers and external agents have different permissions. Sign-in with a company Microsoft account and an extra confirmation step; data in European Union data centres.
Do I need extra software or licences?
Abrigo runs within your agency’s Microsoft 365. We choose licences during the analysis, separately for agents and the office, with nothing bought “just in case”.
How long does a rollout take?
It depends on the number of insurers, products and the data to move. We set the schedule after the analysis. Training for agents and the office comes before go-live.
Who is behind Abrigo?
Abrigo is built and developed by the team at Nublado sp. z o.o., based in Gdańsk, Poland (ul. Henryka Sienkiewicza 3, 80-227 Gdańsk), KRS 0001050386, NIP 9571161497. Write to us: kontakt@nublado.pl.