Policy Desk
SmallTravel · Agencies, advisors
Sell and track travel insurance policies and renewals without missing a beat.
Built in this build
- Policy sale log
- Coverage and term tracking
- Insurance products and premium
- Commission rate
- Drafts suitable coverage suggestion by trip details
- Monthly policy and premium total
Vision (needs external services)
- Renewal reminder
- Renewal reminder before policy expiry
- Policy PDF archive
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Policy sale log
- Coverage and term tracking
- Renewal reminder
Admin modules
- Insurance products and premium
- Commission rate
AI capabilities
- Drafts suitable coverage suggestion by trip details
Automations
- Renewal reminder before policy expiry
Analytics & reports
- Monthly policy and premium total
Integrations
- Policy PDF archive
Mobile
- Log policy on phone
Roles & permissions
- Sales
- Operations
Travel →
Deposit Lock
Track tour deposits and balance-due so last-minute cancellations don't cost revenue.
Sea Charter
Bookings and season calendar for boat and yacht charters.
Tour Ops
Tour operator: full operation with tour calendar, allotments, guides and agency sales.
Supplier Due
Never miss a supplier payment deadline; a cancelled allotment is lost revenue.
Describe what your business needs — DevAny does the rest
Define it, build it, run it — and take it anywhere.