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See your whole portfolio in one place

Track every policy in force, commission earned and renewal due. Built for IRA-licensed agents and agencies in Kenya.

Wakala360 dashboard for an agency: premium collected this month, new leads, and collections and commission over six months

Motor and medical quotes from

  • APA
  • Old Mutual
  • AAR
  • CIC
  • Fidelity
  • Heritage
  • Jubilee
  • Pacis

Most agents still manage their portfolio on WhatsApp, Excel and memory

You can't say what your portfolio will earn this month. Policies lapse before anyone chases the renewal. Leads go cold between quote and cover.

What agents told us

“I have no idea what my team collectively earned this month”

Agency owner

“I find out a policy lapsed when the client calls angry”

Solo agent

“Leads go quiet in WhatsApp and I forget to follow up”

Insurance agent, Nairobi

“I quote medical manually against 5+ rate cards every time”

Insurance agent, Nairobi

One portfolio, three questions answered

  1. Your whole portfolio

    Every policy, client and cover-end date, filtered by cover type, insurer, agent or date.

    Portfolio screen with premium written, net commission received, commission pending and expected from renewalsMore on portfolio management
  2. What it earns

    Expected, received and pending commission, for you or for the whole agency.

    Wakala360 dashboard for an agency: premium collected this month, new leads, and collections and commission over six monthsMore on commission tracking
  3. What's due next

    Renewals 90 days ahead, sorted by risk, with email reminders going out on their own.

    Renewals board showing policies due in the next 30 days with premium, expected commission and the email reminder scheduleMore on renewal tracking

Everything between the first chat and the renewal

Compare motor and medical quotes in one go

See prices side by side across up to 8 underwriters. Each saved quote keeps its price for 7 days and shows the commission you'd earn.

More on quote comparison

Turn a WhatsApp chat into a lead

Answer client chats from your WhatsApp Business number inside Wakala360, and turn any chat into a lead with its history.

More on the lead pipeline

Collect KYC documents with a link

Clients upload from their phone and confirm with a code sent by email. Nothing is filed until you approve it.

More on client documents

Reports that come to you

Count leads, clients, follow-ups or payments the way you need, have reports emailed on a schedule, and export your portfolio to Excel or PDF.

More on reports
Custom report builder: choose a module, group by, measure and chart, and share the report with the team

Up and running in an afternoon

  1. Sign up

    Create your account and pick Solo or Team.

  2. Confirm your licence

    Enter your IRA licence number. We check it against the IRA register and your 7-day trial starts.

  3. Import your portfolio

    Upload your clients and policies from a spreadsheet using our template.

  4. Quote and follow up

    Compare quotes, chase leads and renewals, and watch your commission from Home.

Pricing in Kenyan shillings

Every plan includes portfolio management, renewal reminders and quote comparison. Both start with a 7-day free trial, and you don't need payment details to start.

Billing period
1 month free on annual

Solo

KES 2,000a month

Billed monthly, cancel any time

For one licensed agent managing their own portfolio.

  • Portfolio and commission tracking
  • Renewal reminders by email, with one-tap WhatsApp
  • Motor and medical quotes side by side
  • Lead pipeline, follow-ups and client documents
Start free trial

TeamFor agencies

KES 6,000a month

Billed monthly, cancel any time

For agencies sharing one portfolio across a team of agents.

2 seats total, 2 included

  • Everything in Solo
  • More agent seats, added as you grow
  • Agency-wide portfolio, commissions and team activity
  • Branches, teams and lead reassignment
Start free trial

Full pricing and billing questions

Questions agents ask

Still have a question? Call us on +254 702 004 655, or chat on WhatsApp (opens in a new tab).

Do you offer a free trial?
Yes. Both plans start with a 7-day free trial, and you don't need payment details to start. The trial begins once we've confirmed your IRA licence, and each licence gets one trial. After that you pay by M-PESA paybill or bank transfer.
Which underwriters can I quote?
Motor: APA and Old Mutual. Medical: AAR, APA, CIC, Fidelity, Heritage, Jubilee, Old Mutual and Pacis. Policies from any other insurer, and life, personal accident and other classes, are recorded on the client. We add underwriters as we load their rate cards.
Who keeps the rates up to date?
We do. The Wakala360 team loads every rate card, and a second reviewer approves it before it goes live. If rates change while you compare, you compare again before saving. A saved quote keeps its price for 7 days.
Does Wakala360 collect premiums?
No. Clients keep paying the insurer directly. You record each payment with its mode, amount and reference, and mark commission received when the insurer pays you.
Who can see my clients' data?
Agents see their own clients. Agency admins see the whole agency. The Wakala360 team sees account and billing details, never client records.
What happens if my IRA licence expires?
Your clients, leads and policies stay open to view and edit. New business pauses until you update your licence: new clients, leads, quotes, policies, imports and document requests.

See your own portfolio in Wakala360

In about 30 minutes we'll walk you through your portfolio, commissions and renewals, on a call or in person.

Prefer to call? +254 702 004 655, or chat on WhatsApp (opens in a new tab).

How would you like to connect?
Open the booking calendar (opens in a new tab)

Request a callback

A 30-minute call. We'll set it up with your own products and underwriters.

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