The agency's cash book, kept as contracts get signed
The client signs on the tablet, the contract is read automatically, the collection is recorded right away. Then the platform reminds, reconciles and exports — you never retype anything.
Included with every subscription
- Total premium
- 4 460,53 MAD
- Already paid
- 3 000,00 MAD
- Still owed
- 1 460,53 MAD
Four steps at signature, then nothing to retype
Everything starts from the signed contract. The rest follows.
- 01
Sign on the tablet
The paper contract is photographed or uploaded, the client signs with a finger, the signed PDF is archived and attached to their file.
- 02
Read the contract
Policy number, effective and end dates, certificate, total premium: extracted from the document and proposed to the agent, who corrects if needed.
- 03
Collect or split
Cash, or split with an installment plan. Cash, cheque, transfer, direct debit — each with its references.
- 04
Track the balance
The remaining balance computes itself. While any remains, the agent is reminded automatically and can collect from the file.
Designed with an agency, on its real cases
Every feature below exists because an agency needed it on a specific day.
Post-dated cheques
One cheque per installment, entered at once at signature. A ledger shows those to cash, to deposit, and cashed.
Automatic reminders
While a balance remains on a split payment, the agent is reminded at a regular interval — no board to watch.
Complete Excel export
Every payment with its collection date, method, cheque or direct-debit references, total collected and remaining balance.
Statement reconciliation
Import the insurer's monthly statement: what matches, what's missing and what differs shows line by line.
Points to check
Duplicate policies, likely mistyped premiums, overpaid files: flagged with the numbers. You alone decide; nothing is changed for you.
Corrections and trash
A payment can be corrected afterwards; deleted, it stays restorable for thirty days. A cash book never loses a line.
Already included if you have AI Gestion
Cash & Contracts ships with every subscription. Not a customer yet? We'll show it on your own contracts.