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Insurance & financial services

Agent pipelines, commission, and compliance records together

A regulated sales floor needs two things at once: a clean pipeline the agents actually use, and a record of every approval a reviewer might later ask about.

Problems we hear about

  • Client follow-up lives in personal phones and chat threads

  • Agent commission is calculated outside the system each month

  • Approval evidence is hard to produce when a review lands

What changes with Humaneti

  • Shared client pipeline with owner, stage, and activity history
  • Staff records and payroll aligned with agent structures
  • Role-based permissions with a timestamped approval trail

Recommended modules

Humaneti CRM

CRM software for Cambodia: web-form leads routed by province, lead scoring, a deal pipeline, approved quotations, support tickets with SLAs, and Telegram alerts.

Humaneti HRMS

HR software for Cambodia: Khmer and English employee records, documents, family details, org chart, QR ID cards, Excel import, and approved bank-account changes.

Humaneti Payroll

Payroll software for Cambodia that calculates Tax on Salary, NSSF, and seniority indemnity in USD or KHR, with Khmer payslips and ABA, ACLEDA, and Wing bank files.

Humaneti Accounting

Accounting software for Cambodia: a CAS/CIFRS chart of accounts, automatic postings, payables with three-way match, bank reconciliation from statements, and USD and KHR.

A practical rollout path

  1. 1

    Map the current Insurance & financial services process, owners, records, and control gaps

  2. 2

    Configure shared people, organization, project, budget, and role context

  3. 3

    Roll out the highest-priority workflows with approvals and evidence

  4. 4

    Measure adoption, exceptions, cycle time, and reporting readiness

Talk to our team

Get a walkthrough tailored to your operations.