Carrier directory, agent contracts & commission tracking
Work across Harel, Phoenix, Migdal, Menora, Clal, and more. Every quote and policy is linked to its carrier with commission reporting per insurer.
Industry Module · Insurance & Pension Agents
Module in development · Waitlist open
In development (TASK-158) · Waitlist open
From “portfolio review” inquiry to issued policies across multiple carriers.
Israeli insurance and pension agents work with multiple carriers simultaneously while handling highly sensitive personal data. Lidin captures campaign inquiries, tracks power-of-attorney (Yipui Koach) sign-off, automates pension data requests via HaMislaka HaPensionit (using the agent’s own credentials), and structures Har HaBituach reviews.
Scope & development status (TASK-158): Lidin Core is available to connect today. The Insurance & Pension Module is in our development queue: pension records are fetched automatically via HaMislaka HaPensionit (B2B uniform XML structure) using the licensed agent’s own contract and credentials—Lidin never acts as a clearing intermediary or holds third-party access; Har HaBituach insurance records are logged manually after authorised agent review.
Client File #6104 · Pension & Insurance ReviewDemo data
Client: Yoav Shapira · Carriers: Harel · Phoenix · Menora
Ad inquiry: “Duplicate insurance & pension fee review”new inquiry
First call: power of attorney (Yipui Koach) & Amendment 13 consent sentawaiting PoA
PoA signed · automated request sent to HaMislaka HaPensionit (agent key)clearinghouse
Uniform XML parsed + Har HaBituach review logged · proposal meeting setready to quote
Engineered for multi-carrier agencies and strict Israeli privacy rules
Track every lead, every power of attorney, and every policy without losing prospects or compromising data security.
B2B clearinghouse requests using the agent’s own keys
Once client authorisation is signed, the module submits and parses uniform-structure XML files through the agent’s own clearinghouse account.
Health, long-term care, property & risk policies
Because Har HaBituach requires government ID login and a 5-day client window, the card provides a structured review checklist linked to your Google Workspace folder.
Isolated database, mandatory 2FA & consent log
Insurance and pension data live in an isolated per-agency database with mandatory two-factor authentication and a 24-month access audit trail.
Never miss a policy renewal or fee-discount expiry
Automated reminders for annual property renewals, expiring pension management-fee discounts, and periodic portfolio check-ups.
Feed signed PoAs and issued policies back to Meta & Google
Train your ad campaigns to find callers who sign authorisations and complete portfolio reviews—without sharing any personal or financial data.
Insurance agency with Lidin vs. scattered tools
A seamless path from the initial ad click to signed authorisation and policy issuance.
| Agency workflow | Spreadsheets, WhatsApp & separate portals | Lidin for Insurance Agents |
|---|---|---|
| Chasing power-of-attorney signatures after first call | Manual WhatsApp follow-ups; warm leads go cold | Dedicated stage and automated callback reminders in Today’s queue |
| Combining pension clearinghouse & Har HaBituach data | XML and PDF files scattered across desktop folders | Unified client file: automated clearinghouse import (agent key) + Google Drive folder |
| Tracking commissions across multiple insurance companies | Manual end-of-month reconciliation | Built-in breakdown by carrier, policy type, and ad campaign |
Want to reserve an early-pilot spot for “Insurance & Pension Agents” or connect Lidin Core today?
Choose in the form between connecting Lidin Core now or joining the industry module Waitlist. We reply by the next business day.
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