Keep your whole policy book in one place, never miss a renewal, track claims and attach cover at the point of sale โ with premiums collected through Fire.
Adds an Insurance section to your FireBuddy sidebar โ no new login, no separate CRM.
What's inside
Built for brokers and anyone selling cover โ from quote to renewal to claim.
One tidy book of every policy โ holder, cover, premium and dates โ searchable at a glance.
Automatic renewal reminders and collection so premiums get paid on time without the chasing.
Log and track claims against a policy with a clear status trail from first notice to settlement.
Offer cover as an add-on at the point of sale so customers attach insurance as they pay.
Manage the underwriters and providers you place business with, all from the one dashboard.
Take premiums via Fire โ one-off or recurring โ and reconcile them with the rest of your books.
Why brokers switch
An insurance business moves money in and out โ premiums, renewals, settlements. FireBuddy runs the whole loop from one Fire account.
On a โฌ2,000 commercial premium a card takes โฌ30โ50 โ every policy, every renewal, forever. you collect it for a flat โฌ0.30 โ settled in seconds, bank-to-bank into your own Fire account โ including their business account, which no card terminal can offer.
Instalment plans put a premium on rails: the client accepts once, the payments run themselves, and both sides watch the same live status. For straightforward cases, that's the job premium finance charges 8โ12% APR to do.
Settlements go out as payouts from the same account premiums land in, linked to the claim record โ premium in, evidence attached, settlement out, one ledger. A claimant paid in seconds instead of "a cheque is in the post" remembers exactly who did that.
Nothing is ever marked paid except on the bank's own confirmation, every admin action is audit-logged, and hand-recorded money stays permanently separate from bank-confirmed money. And with no card data anywhere in the system, there are no PCI DSS obligations at all.
Add the Insurance section and bring your whole book into FireBuddy.
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