What POS Software does for a insurance agent
A POS rings up each sale, takes M-Pesa and cash, prints a receipt and updates stock in one step. For a insurance agent, the value shows up exactly where the work is hardest.
An insurance agent tracks active policies, customers and commission details rather than physical stock. Insurance agent income is commission from premiums written and renewals managed, so client retention matters.
Insurance agents need compliant eTIMS invoices for services and commission records. Veira handles that as part of the same sale, so compliance is not a separate evening job.
Insurance Agents run differently, and the software should too
A generic till misses the details that decide whether a insurance agent makes money. These are the ones that matter:
- 1
The daily reality
Tracking active policies and renewal dates. POS Software built for a insurance agent turns that into a number you can act on, and you also sell in seconds on a phone, tablet or the free Veira terminal.
- 2
Where the margin leaks
Commission calculations from multiple insurers. POS Software built for a insurance agent turns that into a number you can act on, and you also take Buy Goods, Paybill and Pochi la Biashara payments at the till.
- 3
What slows the counter
Customer documentation and contact details. POS Software built for a insurance agent turns that into a number you can act on, and you also keep selling offline and sync the moment the network returns.
- 4
What buyers expect
Claims administration and follow up. POS Software built for a insurance agent turns that into a number you can act on, and you also file a compliant eTIMS invoice on every sale automatically.
What to look for in POS Software for a insurance agent
- Offline mode that keeps the queue moving during outages. This matters for a insurance agent because of tracking active policies and renewal dates.
- M-Pesa built in so payments reconcile themselves. This matters for a insurance agent because of commission calculations from multiple insurers.
- eTIMS filing included, not a paid add on. This matters for a insurance agent because of customer documentation and contact details.
- Live reports you can open from your phone. This matters for a insurance agent because of claims administration and follow up.
A notebook and a basic till, or Veira
| Notebook or basic till | Veira | |
|---|---|---|
| Counting stock | By hand, rarely matches the shelf | Live by item, branch and value |
| M-Pesa at the counter | Checked on a separate phone | Matched to each sale automatically |
| eTIMS invoices | Typed in later, if at all | Filed on every sale, even offline |
| Knowing your numbers | A monthly guess | Live margin and takings on your phone |
A real insurance agent example
A Nairobi insurance agent with 300 active policies loses commissions to missed renewals and poor record keeping.
- Tracking active policies and renewal dates.
- Commission calculations from multiple insurers.
- Customer documentation and contact details.
- Sell in seconds on a phone, tablet or the free Veira terminal.
- Take Buy Goods, Paybill and Pochi la Biashara payments at the till.
- Keep selling offline and sync the moment the network returns.
Every sale on Veira files a compliant KRA eTIMS invoice, online or offline. Insurance agents need compliant eTIMS invoices for services and commission records.
A POS rings up each sale, takes M-Pesa and cash, prints a receipt and updates stock in one step. Here is what that looks like with Veira:
- Sell in seconds on a phone, tablet or the free Veira terminal
- Take Buy Goods, Paybill and Pochi la Biashara payments at the till
- Keep selling offline and sync the moment the network returns
- File a compliant eTIMS invoice on every sale automatically
Related questions
Frequently asked questions
Is POS Software hard to set up for a insurance agent?
Does it keep working offline?
Does it handle M-Pesa for a insurance agent?
Is it KRA eTIMS compliant?
How much does POS Software cost for a insurance agent in Kenya?
Can it run more than one insurance agent?
Based on KRA eTIMS regulations and interviews with 5,000+ Kenyan businesses
Whether you run one insurance agent or several across Kenya, Veira gives you point of sale that fits the trade instead of fighting it. Book a free demo and see it work with your own health insurance policies.