A broking firm runs on a chain: an enquiry becomes a requirement, the requirement goes out to insurers, a quotation is placed, a policy is issued, and a year later it renews or it doesn't. Most firms keep that chain across a CRM, a spreadsheet and an inbox, and lose the joins between them.
Egis is the chain as one book. A lead, its requirement, the quotations placed for it and the policy that came out are linked both ways, so any record answers where it came from and what it became. Endorsements restate the policy. Claims run their own stages. Commissions sit in a signed ledger that nets to what each policy earned.
Renewals are the money, so they get the reports. Retention as a cohort, month by month. Brokerage kept against policies kept, which is a different number. The product line that is quietly lapsing. Targets are set at firm, team and person level, and every one shows its pace.
Next.js on Postgres, one workspace per firm, roles and permissions per seat. Built for the Indian market first: the regulator's document checklists, and the insurers a firm actually places with.
