Catilabz

Agent insurance & finance CRM

Built for agents & small teams

Run personal insurance, motor policies, and vehicle finance in one calm workspace.

Catilabz replaces scattered spreadsheets with structured customers, jobs, reminders, collections, and PDF-ready profiles—aligned to how Sri Lankan agents actually work.

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What you get

Each module shares the same customer spine, agent security, and date-aware reminders—so handoffs between PI, VI, and finance stay coherent.

  • Personal insurance

    Customer profiles, jobs through closing, interviews, policies, collection schedules, and reminders in one workspace.

  • Vehicle insurance

    Policies, renewals, commissions, and renewal reminders so nothing slips before expiry.

  • Vehicle finance

    Loans, EMI tracking, documents, and EMI due reminders tied to each customer and vehicle.

  • Dashboards & targets

    Role-based home screens, performance summaries, and monthly targets by business line.

  • Administration

    User onboarding, access windows, payments notes, and organization-wide visibility for admins.

  • Mobile-ready

    Install as a PWA on your phone for field visits—same secure login and responsive layouts.

Pricing

Figures below are indicative packages for planning. Final billing, LKR/USD, and tax are confirmed on your order form or invoice.

Agent

Rs 2,900

per agent / month

Single role (PI, VI, or VF), full CRM for that line, reminders, and exports.

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Popular

Pro

Rs 5,900

per agent / month

Priority layout updates, extended document storage, and email-style support.

Contact sales

Organization

Custom

volume & integrations

Multiple agents, admin tooling, custom onboarding, and optional data migration.

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How to sign in

  1. 1

    Register

    Use Sign up, choose your role (personal insurance, vehicle insurance, or vehicle finance), and submit your work email.

  2. 2

    Approval

    An administrator activates your account and can set access start/end dates. You will not be able to sign in until status is active.

  3. 3

    Sign in

    Open Sign in, enter the same email and password, and you will land on the dashboard for your role.

Already approved?

If you see a message that access is pending, blocked, or expired, contact your administrator. Technical issues (API URL, CORS) are documented in the project README for self-hosted deployments.

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