Financial services
Insurance (life, property, casualty and agencies)
Policy systems are out of scope; agencies take premiums. The core operation lies outside a point-of-sale catalog; only ancillary counters, cash desks or stores could use it.
Peripheral Planned NAICS 524
Status
Planned The coverage below describes the planned catalog as of repository commit 455b2c8. No app is released. Everything on this page is a plan. The repository contains a catalog and design documents, not a released app.
How the industry works
Operating characteristics
- underwriting, policy administration and claims run on specialised systems
- agents sell and collect premiums
- branches
- brokers
Typical roles
- agent
- broker
- claims adjuster
- underwriter
- agency cashier
Day-to-day flows
- quote and bind through the carrier's system
- collect premiums at an agency
- issue receipts
- remit premiums to the carrier
- handle commissions
Tenders and payments seen
- cash
- cards
- bank transfers
- instalments
Inventory and assets
- not applicable
- stationery only
Reports they ask for
- premiums collected
- commissions
- remittances
Integrations they need
- carrier portals
- accounting
A day in the life (illustrative scenario)
What the catalog covers
Statuses: C catalogued, P partial, G gap, N no claim. Modules involved: SALE, TKT, INV, PRC, DISC, RET, CRM, LOYL, GIFT, EMP, CASH, PAY, BK, LITE, RPT, ANL, MULTI, SEC, DATA, FAIL, HW, PE, LATAM, ECOM, PLAT, SET, LNCH, PKGR.
| Capability | Status | Catalog modules |
|---|---|---|
| Selling and checkout | P Partial | SALE, TKT |
| Inventory, lots, purchasing | N No claim | INV |
| Pricing, discounts, tax rules | P Partial | PRC, DISC |
| Returns, credit, special sales | P Partial | RET |
| Cash drawer, shifts, safe | C Catalogued | CASH |
| Tender types and payments | C Catalogued | PAY |
| Customers, loyalty, gift cards | C Catalogued | CRM, LOYL, GIFT |
| Staff, time clock, payroll basics | C Catalogued | EMP |
| Bookkeeping and ledger | C Catalogued | BK, LITE |
| Reports and analytics | C Catalogued | RPT, ANL |
| Multi-store, multi-register, sync | C Catalogued | MULTI |
| Security, audit, backup, failsafes | C Catalogued | SEC, DATA, FAIL |
| Hardware and peripherals | C Catalogued | HW |
| Country fiscal packs | C Catalogued | PE, LATAM |
| Integrations, API, settings | P Partial | ECOM, PLAT, SET, LNCH, PKGR |
| Regulated goods (age, licence, traceability) | G Gap | no dedicated module |
| Clinical records and insurance claims | G Gap | no dedicated module |
| Core banking, lending, insurance policy admin | G Gap | no dedicated module |
| Enterprise accounting (consolidation, intercompany) | G Gap | no dedicated module |
Gaps
- policy administration, claims and underwriting are out of scope
- premium collection with receipts and commission tracking may be approximated with generic sales, customers and ledger
Closest catalog items
Items whose names or descriptions match this industry. Matching is by keyword, so read each as a pointer, not a promise.
- Double-entry journal BK-0008
- Multi-currency ledger BK-0027
- Cost centers / classes / locations BK-0030
- Cross-outlet reports MULTI-0012
- Fixed assets register BK-0083
- Pharmacy lot & prescription flags INV-0119
- Batch / lot tracking INV-0034
- Product expiry tracking INV-0033
- Age-restricted item prompt SALE-0045
- Product age restriction flag INV-0041
- Batch recall INV-0063
- Customer ID capture for boleta > [amount omitted] SALE-0077
- ISC (selective consumption) PRC-0025
- Order-level note SALE-0015
- Multi-salesperson commission attribution SALE-0023
- Customer attach to sale SALE-0024
Sub-verticals
Insurance agency counter
premium collection
Open →Sub-verticalFuneral and micro-insurance seller
small recurring premiums
Open →Regulation themes to verify
These are themes, not advice and not compliance claims.
- insurance licensing and conduct rules
- premium-trust accounting
- privacy rules (themes only; Simca makes no claim)
Edge cases that break naive systems
- premium paid late
- remittance mismatch
- endorsements
Classification
- NAICS
- NAICS 524 (indicative; verify codes) · sectors 52
- Fortune 500 industry labels
- Insurance: Life, Health (stock); Insurance: Property and Casualty (Stock); Insurance: Property and Casualty (Mutual); Insurance: Life, Health (Mutual)
- Fit
- Peripheral
No public reference was gathered for this industry; the description is domain analysis, not sourced research.
Questions
Is Simca ready for insurance (life, property, casualty and agencies) today?
What is missing for insurance (life, property, casualty and agencies)?
Does this page give tax or regulatory advice?
Is your industry here?
Tell us what your business needs. We will say honestly whether the plan covers it.