Who is it for?
For insurance agencies that want to track policies, customer accounts and commissions in one workspace. User and department permissions help manage team access.
VARTAG / MAYA POLICY MANAGEMENT SYSTEM
Maya Policy Management Software
Cloud-based policy management software for insurance agencies. Manage renewals, instalments, customer accounts and commissions in one dashboard.
Policy trackingCustomer accountsPremiums and commissions
MEET MAYA
Timely reminders. Information at hand.
Maya PTS is cloud-based insurance software that brings policies, customer relationships, accounting and commission workflows together.
Keep daily operations organised by tracking expiring policies, upcoming instalments and premium payments.
GET TO KNOW THE PRODUCT
Policy tracking that fits your agency’s daily workflow.
Maya Policy Management System is a cloud-based application that brings insurance agencies’ policy, customer, instalment and commission records together.
How are renewals tracked?
Save policy and customer details. Monitor upcoming expiry dates and instalments through alerts. Open the relevant customer record to plan your renewal conversation and next steps.
Explore the daily workflowHow are accounts tracked?
Track customer accounts, outstanding balances and payments. Review intermediary commissions, entitlements and production figures in the relevant modules, and assess records together using policy and premium reports.
Explore Maya’s modulesA SMOOTHER WORKING DAY
Policy management, all in one place.
Cloud-based access
Work in the office or on the move from an internet-connected device.
Flexible subscription model
Get started with SaaS, without investing in additional hardware.
Intuitive interface
View policies, customer details and payments in one workspace.
Timely reminders
Act on renewal, instalment and outstanding premium alerts.
Customers and intermediaries
Track account balances, production and commission entitlements.
Reporting that brings clarity
Review production, policy and premium reports together.
THE RIGHT TOOL FOR EVERY TASK
All Maya PTS modules.
Explore the modules and features that support your policy workflows.
01General features
- Cloud technology and SaaS model
- Automatic backups
- Unlimited users and departments
- User permissions
- SSL security certificate
02Policy tracking
- Manual policy entry
- Policy PDF archiving
- Cancellation refunds and premium calculations
- Policy expiry alerts
- Policy and intermediary premium tracking
- Policy earnings calculations
- Detailed policy reports
- Search by Turkish ID, tax number, mobile, plate or customer name
09Additional modules
- Help module
- Customer distribution map
- Advanced search module
03Customer management
- Individual customer account pages
- Real-time customer balance calculations
- Automatic and manual receivable entries
- Customer refund and activity tracking
- Instalment plans for outstanding balances
- Customer referral and payment tracking
- PDF account statements
04Intermediary management
- Individual intermediary account pages
- Automatic commission calculations
- Commission payment and production tracking
- Commission deductions on cancellations
- Assign customers to intermediaries
- PDF account summary
05Accounting
- Customer payment tracking
- Income and expense tracking
- List of customers with outstanding balances
- Refund tracking for cancelled policies
06Reporting
- Production reports
- Intermediary and customer policy reports
- Company report
- Visual reports
- Premium report
07Alerts and reminders
- Expired policy alerts
- Instalment and overdue payment tracking
- Customer activity reminders
- Recurring reminders
- Outstanding premium alerts
- Intermediary commission entitlement alerts
08User management
- User permissions
- User activity list
- User activity logs
DAILY WORKFLOW
Manage policy tracking in four steps.
Bring scattered records into one workflow and easily see the next task and the information you need.
Save the policy
Add policy and customer details to your workspace.
Monitor dates
Track renewal dates, instalments and premium payment deadlines.
Review reminders
Use alerts to plan the customer and policy tasks that need attention.
Review reports
Review production, premiums and account information through reports.
TAKE A CLOSER LOOK
Real screens. Real workflows.
CLEAR ANSWERS
Your policy tracking questions, answered.
Answers to key questions about using Maya day to day.
How can an insurance agency track policy renewals?
Save policies with customer details and expiry dates, then regularly monitor upcoming renewals. Maya provides alerts for policies nearing expiry. The agency can open the relevant customer record to plan a renewal conversation and review instalment and outstanding premium alerts within the same workflow.
Policy tracking in four stepsWhat information can you track with Maya?
Track policy records, customer accounts, instalments, premiums, intermediary entitlements and collections. Production, policy and premium reports let you review the records together.
What should you look for in policy management software?
Compare renewal and instalment alerts, customer accounts, commission tracking, reports and user permissions. Use real screenshots and a demo to assess how well the software fits your agency’s daily workflow.
Can Maya be accessed outside the office?
Yes. Maya is cloud-based, so you can access the workspace from internet-connected devices. User permissions control which information staff can access.
Can policy documents and customer accounts be kept together?
Maya can archive policy PDFs, while each customer’s account page tracks balances and payments. Policy records can be searched by customer name, vehicle registration, mobile number, national ID number or tax number.
YOUR NEXT STEP WITH VARTAG
Explore Maya with your own workflow.
Let’s discuss your questions about our policy management system.
HEAR FROM OUR USERS
What do Maya users say?
Gaziantep
Since switching to Maya PTS, we no longer need the Excel and Google Docs spreadsheets we used for account tracking and intermediary commissions. We can access the information we need instantly, from anywhere.
Mersin
A genuinely user-friendly program and the most helpful I have used. It is simple to use and automatically reminds me about policies, instalments, premiums and payments. It more than deserves ten out of ten.
Adana
Although I was hesitant about Maya at first, its innovative approach has made it indispensable to our company. Even staff with no previous policy experience now use the system effectively.
