360 Broker · by Kite Insurance
The CRM built by a broker, for brokers.
Kite runs its whole brokerage on 360 Broker: policies, renewals, client emails, claims, commissions and Lebanese accounting, in one screen, on your phone too. Now your brokerage can use it.
Live demo
Click around a demo of 360 Broker
Open the tabs: the dashboard, entering a new policy, a renewal running from "expiring" to "paid", and the reports. Every number is demo data.
Premium this year$1,248,300▲ 12% vs last year
Commission this year$172,200▲ 12% vs last year
Clients owe you$94,12031 clients · 6 over 90 days
Renewals in 30 days4218 already quoted
Premium written per month USD, this year
Portfolio by class
Your day
- Follow-up Call demo client about medical renewal (expires in 6 days)
- Payment $1,240.00 expected today from a demo company (instalment 3 of 4)
- Birthday 2 clients have a birthday today: a WhatsApp greeting is ready
New motor policy360 fills the smart form and does the maths
DraftWhat happens when you save
Press Fill & save to enter a policy.
2≤ 7 days
6≤ 30 days
3Quoted
1Accepted
14Bound this month
Demo client · MotorToyota RAV4 2021 · Policy MT-24-0187
Expiring in 30 days
- 📅 Expiring in 30 days — added to the funnel
- 📤 Renewal request emailed to 3 insurers
- ⏰ Automatic chase to the insurer that hasn't replied
- 📄 Offers received and compared
- 📨 Offer sent to the client with ✅ Accept / ✏️ Change
- ✅ Client accepted online
- 📄 Policy received, PDF emailed to the client
- 💵 Paid — receipt and accounting entry posted
What 360 shows you
Commission per month USD · this year vs last year
Premium by insurer USD, this year
Renewal results last 6 months
| Month | Due | Renewed | Lost | Retention |
|---|
⬇ Export CSV 🖨 Print 📧 Email to manager
Features
Your whole back office, not just a policy list
🔁
Renewals that never slip
- Funnel of everything expiring in 7 / 30 / 60 / 90 days
- One request email per insurer, from your renewal mailbox
- Chases, offers, client acceptance and policy PDF in the same thread
- Last year vs this year, side by side
📋
Trackers
- Requests & inquiries, applications & amendments, claims
- Built live from your data, one step per line
- ⚡ "Needs action" and ⏰ late items at the top
- Print or email any tracker
🤖
Automation
- Bot mailboxes send or draft emails for you
- Daily morning email: who to chase, what's expiring
- Every new policy or endorsement emailed with its PDF
- WhatsApp and email sharing of receipts
⚖️
Live price comparison
- Motor and health prices from CompareLinqs inside the CRM
- Renewal comparison emails prepared automatically
📒
Lebanese accounting, automatic
- Double-entry on the Lebanese chart (411 / 401 / 412 / 706)
- JV / RV / PV, trial balance, ledgers, client statements
- Pay insurers and sub-brokers with exact allocation
💼
Commissions & clients
- Waterfall commissions, overrides, resident / non-resident WHT
- Client 360: policies, balance, documents and cross-sell gaps
- Cover notes and debit notes with your letterhead
Get started
See it on your own book
We'll give you a private demo with sample data and a 7-day trial code, then walk you through it in a 15-minute call.
- 🔒Your own private instance, logo and web address — your data never mixes with anyone else's
- 📱Works on phone, tablet and computer, installable like an app
- 🇱🇧Built in Lebanon, for Lebanese brokerage and accounting rules