Clevsure
How Clevsure Works
- 1
Sign up
Create your account as an independent insurance agent or insurance agency.
- 2
Complete your profile
Add the essential information about yourself or your agency.
- 3
Build your team — if needed
Add assistants, agency managers, or agents, and choose exactly what each person can access. Independent agents can skip this step.
- 4
Add the insurance companies you work with
Save their names for your own internal use. This information is not visible to anyone else.
- 5
Set up and activate your products
Add the insurance products you offer, such as Motor, Life, Health, Travel, and Expatriate. Enter the rates, premiums, rules, and calculation method provided by each insurance company.
- 6
Calculate indicative premiums in minutes
Choose the product, enter the required details, and get a clear preliminary premium calculation through a few simple steps.
- 7
Save and manage every calculation
Keep calculations as drafts, accepted, or rejected. Upload the applicant documents you need and keep everything organised in one place.
- 8
Generate ready-to-share PDFs
Create a professional PDF to share an indicative calculation with your client, request a quotation from an insurance company, or request policy issuance.
Track your performance
Use clear reports to monitor your activity, results, calculations, conversions, and your team’s performance.
Tip: While Steps 3, 4, and 5 can be completed on a mobile phone, we recommend using a desktop computer for initial setup when entering rate tables, team permissions, and company records.
Important Notice
Clevsure provides indicative results only. All final quotations, underwriting decisions, and coverage confirmations are subject to the insurance company's assessment and approval.