See your whole portfolio at a glance
Filter every policy by cover type, client, commission, renewal date or agent. Admins see the whole agency. Solo agents see their own portfolio.
See your whole portfolio in one place
Track every policy in force, commission earned and renewal due. Built for IRA-licensed agents and agencies in Kenya.
Most agents still manage their portfolio on WhatsApp, Excel and memory
You can't say what your portfolio will earn this month. Policies lapse before anyone chases the renewal. Leads go cold between quote and cover.
What agents told us
"I have no idea what my team collectively earned this month"
Agency owner
"I find out a policy lapsed when the client calls angry"
Solo agent
"Leads go quiet in WhatsApp and I forget to follow up"
Insurance agent, Nairobi
"I quote medical manually against 5+ rate cards every time"
Insurance agent, Nairobi
Portfolio management
One portfolio for every policy, commission and renewal
Know your earned and expected commission
See earned and expected commission for each agent, at each insurer's own rates. Switch between your desk and the whole agency.
Chase renewals before policies lapse
Tracking starts 3 months before expiry. Clients get WhatsApp and email reminders a month out, and you hear about it when one fails.
Quote six underwriters in one go
Compare motor, medical, life, travel and personal accident prices side by side. Each price stays locked for 7 days.
Keep every lead and document with the client
Move leads from quote to policy, get a flag before they go cold, and file KYC documents at the stage they belong to.
Pricing in Kenyan shillings
Every plan includes portfolio management, renewal reminders and quote comparison. Book a demo and we'll help you pick the right one.
2 months free on annual
Solo
KES 2,000a month
Billed monthly, cancel any time
For one licensed agent managing their own portfolio.
- Portfolio and commission tracking
- Renewal reminders on WhatsApp and email
- Quotes for motor, medical, life, travel and personal accident
- Lead pipeline and client documents
TeamMost chosen
KES 6,000a month
Billed monthly, cancel any time
For agencies with up to 10 agents sharing one agency portfolio.
- Everything in Solo
- Up to 10 agent seats
- Agency-wide portfolio, commissions and team activity
- Reassign leads between agents
Enterprise
Custom
For larger networks and brokers. Call +254 702 004 655.
- Everything in Team
- More than 10 seats
- Set up for your whole network
- We train every branch
Questions agents ask
Still have a question? Call us on +254 702 004 655.
Do you offer a free trial?
No. Book a demo and we'll walk you through Wakala360 with your own products and underwriters before you subscribe.
Which underwriters can I quote?
Motor: Jubilee, Britam and Madison. Medical: AAR, Jubilee and CIC. Life: Old Mutual, ICEA LION and Britam. Travel: Jubilee, Heritage and Britam. Personal accident: Jubilee, CIC and Madison. Life premiums are indicative until the insurer underwrites. Travel and personal accident prices come from published rate cards. We add more insurers over time.
Who keeps the rates up to date?
We do. The Wakala360 team maintains every rate table and reviews changes before they go live. If rates change after you quote, we ask you to re-quote before sending.
Does Wakala360 collect premiums?
No. Clients keep paying the insurer directly. You mark a lead as paid and can add the payment reference.
Who can see my clients' data?
Agents see their own clients. Agency admins see their whole agency. The Wakala360 team sees account and billing details, not client records.
What happens if my IRA licence expires?
You can keep managing your pipeline, but new quotes are paused until you update your licence details.
See your own portfolio in Wakala360
In about 30 minutes we'll walk you through your portfolio, commissions and renewals, on a call or in person.
Prefer to call? +254 702 004 655