Keep every policy current
Create, update, and renew policies without losing track of ownership or status.
Keep every lead, policy, and renewal on track
Roinet CRM gives field agents and managers one place to manage customers, documents, follow-ups, and sales performance.
Works with leading insurers
Why Roinet
Run daily insurance operations from one shared workspace
Keep agents moving and managers informed without relying on spreadsheets, chat threads, or manual updates.
Catch missing documents early
See incomplete, invalid, or expired KYC and policy documents before they delay issuance.
Act before deadlines pass
Surface renewals, follow-ups, and expiring deals while there is still time to act.
One Platform
See what needs attention before work starts piling up
Roinet brings compliance, pipeline activity, follow-ups, and team performance into one clear view.
01
Know what blocks compliance
See which documents are valid, incomplete, expired, or waiting for review.
02
See the pipeline clearly
Track premium, conversions, and product mix across motor, health, life, and commercial lines.
03
Focus on today’s follow-ups
Know which leads, deals, and renewals require action now.
04
Coach from real performance
Compare agent activity, conversions, premium, and renewal progress across the team.
From the Field
Used by the teams who move policies forward
Renewal follow-ups take half the time. Managers now see the same pipeline our POSPs work from every day.
We can spot incomplete documents before they delay issuance or trigger another customer follow-up.
I update leads as I work, and my manager can coach from the actual pipeline instead of weekly summaries.
Role-Based Access
Give every team the view their work requires
Agents manage their own customers and pipeline. Managers and leaders see the teams, territories, and metrics they are responsible for.
For POSPs
Field Agent
Works directly with customers
- Lead ManagementCreate and manage customer opportunities.
- Customers & KYCKeep profiles and documents complete.
- RenewalsTrack upcoming renewals before they lapse.
- Personal PipelineSee your deals and follow-ups in one place.
For DM, ASM, and RH
Territory Manager
Oversees territory pipeline and agent performance
- Territory DashboardsReview pipeline health across your region.
- Pipeline ExportExport filtered data for reviews and coaching.
- POSP RosterMonitor agent activity and coverage.
- Conversion InsightsCompare performance across the team.
For ZH, NH, and Admin
Leadership
Owns company-wide visibility and operating rules
- Company KPIsReview premium, conversion, and growth.
- Organisation HierarchyNavigate zones, regions, and reporting lines.
- Payout RulesConfigure commission and payout grids.
- AnnouncementsPublish updates to the field organisation.
Frequently askedquestions
Quick answers on roles, access, and how Roinet CRM fits your brokerage.
POSP field agents create new leads and deals. Managers can review, filter, export, and update records within their territory.
POSP records sync from Cognitensor after upstream onboarding. Accounts are not created manually inside Roinet CRM.
Yes. Each management role receives access based on its assigned hierarchy and geography.
Yes. Hierarchy users can use email credentials or Xpresso SSO. Provisioned POSP agents can use the organisation's POSP SSO flow.
Roinet covers leads, deals, customers, renewals, commissions, payout grids, hierarchy, announcements, and operational reporting.
Start each day knowing what needs attention
Sign in to review your pipeline, resolve document issues, and act on upcoming renewals.