atlas by FinTrack

Blue Lobster

About this app

atlas by FinTrack is the mobile workspace for insurance agents, POSPs, brokers and intermediaries who already work with FinTrack. Sign in with your organisation account and run your day from one app.

QUOTE AND SELL
• Create motor insurance quotes for two-wheelers, private cars, goods carriers (GCV and 3W GCV), passenger carriers (PCV) and miscellaneous vehicles.
• Scan a vehicle number plate with the camera to fill registration details faster.
• Compare insurer premiums, review saved quotes, and share quote PDFs and payment links with customers.
• Raise requests for health, term life, SME and cattle insurance.

POLICIES AND PIPELINE
• Upload policy PDFs as Direct policies for your operations team to verify, and record add-ons with the submission.
• Get manual policy support by photographing policy documents.
• Track every case through Pipeline stages: Fresh Request, Proposal, Payment, Processing, Secured and Lost.
• View verified policy details and documents in one place.

CUSTOMERS, RENEWALS AND BOOKINGS
• Keep customer details and policy history together.
• See upcoming renewals by status and follow up before they lapse.
• Review mapped and blocked bookings.
• Capture and follow up leads.

FIELD WORK
• Mark attendance with a selfie and location check at your branch.
• Plan daily customer visits with Route Plan.
• Capture vehicle inspection photos and GPS-stamped evidence.
• Enrol livestock for cattle insurance with guided photo capture.
• Record cash collections and handovers in the Cash Ledger.

STAY UP TO DATE
• Get notifications about policy, quote and pipeline updates.
• Home shows today's premium (FTD), month-to-date premium (MTD), policy count and work in progress.

Products, menus and actions depend on your organisation's setup and your role. atlas is a tool for insurance professionals; it does not sell, issue or underwrite insurance by itself.

Need help? Contact [e-mail] or visit https://fintrack.link.