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Efficient workforce management for insurance companies

INSURANCE COMPANIES

Manage insurance agents, advisors, customer service staff, and sales teams with automated payroll and modern HR processes.
Some of our customers

Insurance companies
that trust us

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Everything you need to manage your
insurance team

Managing agents and administrative teams

Insurance companies often have agents, sales advisors, customer service executives, administrative staff, and back-office teams working across different branches or regions. With Runa, you can organize employees by office, team, or area, generate reports by business unit, and maintain visibility into workforce structure and labor costs for each team.

Managing agents and administrative teams

Time attendance tracking and absence management

Insurers often operate with on-site, hybrid, and field teams, so it’s essential to know each employee’s availability to provide timely service to customers.

Clock in and out from the web or mobile app

Employees can easily clock in and out from anywhere.

Vacation and medical leave management

Employees request vacation, time off, or medical leave from the platform, while managers maintain visibility into team availability.

Automated approval workflows

All requests are approved digitally and recorded for payroll and auditing.

Time  attendance tracking and absence management
180 employeesInsuranceMX

Meet one of our insurance clients: Clupp!

See what challenges they faced in their workforce operations and why they chose Runa as their HR partner.

View Profile

Accurate payroll for variable compensation structures

Insurance companies often manage different compensation structures, including base salaries, commissions, performance bonuses, and sales incentives. Runa automates payroll calculations, deductions, and benefits to ensure accurate payments and compliance with labor and tax regulations.

Accurate payroll for variable compensation structures

Digital onboarding for new hires

Insurers are constantly bringing on new agents, advisors, and administrative staff. With Runa, the onboarding process is fully digital and ensures new hires are ready to work from day one.

IMSS registrations from the platform

Register new employees with IMSS via IDSE, individually or through bulk uploads.

Digital document collection

New hires upload their documents directly to the platform before their first day.

Quick payroll setup

Employees are ready to receive payroll and access the platform in just a few steps.

Digital onboarding for new hires

Customer profile

Scaling insurance companies,
one customer at a time

45 employeesInsuranceMexico

“With Runa, we automated our payroll and simplified team administration. Today we spend much less time on operational processes and more time supporting our customers.”

Barbara Palazuelos

Operations Director

50 employeesInsuranceMexico

“With Runa, we managed to simplify payroll and HR administration, allowing our team to spend more time serving our customers and less on administrative tasks.”

Gabriella Pace

Operations Associate

25 employeesInsuranceMexico

“With Runa, we managed to simplify payroll and HR administration, allowing our team to spend more time serving our clients and less on administrative tasks.”

Graciela Álvarez Hoth

Founder and CEO

180 employeesInsuranceMX

“When we decided to formalize our team, payroll became a huge challenge. Runa gave us structure, clarity, and the peace of mind of knowing that we were doing things right from the start.”

Jorge Perales

Payroll & People Manager

VERIFIED REVIEWS

Discover why thousands of users rate Runa 4.9/5

A solution for every stage of your company.

  • 5 / 5
    It has been a great experience working with runahr; they have always assisted me whenever I have a question or a technical requirement.

    Giovana M.

    Restaurants, 2-10 employees

  • 5 / 5
    Excellent service, always! We no longer have to worry about doing the calculations since they take care of everything — we just double-check that the information is in order

    Nitza D.

    Retail, 10-50 employees

  • 5 / 5
    It's a tool where all our employee information is centralized, and I've been able to stop using Excel. With RUNA, we have fully automated control over payroll and HR management.

    Gema E

    Retail, 5001-10000 employees

  • 5 / 5
    Runa is incredible; they have simplified complex payroll calculations and payment execution into a digital experience that is fluid, simple, and excellent for our HR team and employees.

    Maite D

    Finance, 11-50 employees

  • 5 / 5
    Runa has gotten us out of some tight spots; we can't imagine the office without it. The platform allowed us to process payroll in less than an hour in the middle of the pay period, just before closing the office.

    Thu Ha N

    Services, 51-1000 employees

  • 5 / 5
    Onboarding was fast and highly personalized. The Runa team made configuration and implementation easy for us. It has helped us automate many tasks, saving us time, money, and costly errors.

    David V.

    Software, 11-50 employees

  • 5 / 5
    They make our lives easier. The service they provide is excellent. Silvia, our account manager, is super friendly and always willing to help.

    Cristina W.

    HR, 25-50 employees

  • 5 / 5
    I don’t think I can say I like one thing more than another, because it’s everything together that makes it work. They don’t work as separate elements—everything together is what makes it a high-quality platform.

    Sandra F.

    Energy, 100–125 employees

  • 5 / 5
    I love RUNA and its convenience in payroll processes.

    Miguel Angel J

    Accounting, 51-1000 employees

  • 5 / 5
    It is super easy to set up and makes the payroll process a breeze. They have really good customer service.

    Arturo S.

    Healthcare, 11-50 employees

  • 5 / 5
    Intuitive payroll system for you and your employees. It's been a great experience working with Runa — they've always been there for me whenever I had a question or technical need.

    Giovana M.

    Retail, 50-1000 employees

  • 5 / 5
    It’s very fast to distribute payments to many people in just minutes.

    Claudia L

    Accounting, >1,000 employees

  • 5 / 5
    I have managed payroll, so I haven’t had to struggle much with configurations. The platform has a decent interface and the company has great advisors. It’s saved me a huge amount of time and effort compared to running payroll myself.

    Juan Carlos C.

    Technology, 50–1,000 employees

  • 5 / 5
    I really like Runa because it's very intuitive, easy, practical, and fast. Plus, the chat support team is always friendly, and issues are resolved very quickly most of the time.

    Ileana M.

    Retail, 501-1000 employees

  • 5 / 5
    Good overall for payroll and for viewing the vacation calendar.

    Luis A.

    Finance, 50-1,000 employees

  • 5 / 5
    Highly personalized, the onboarding process is excellent; you'll have a dedicated contact person exclusively for you during your first 2 months. It takes between 1 and 2 weeks to set up everything and automate payroll.

    Manuel A.

    HR, 2-10 employees

  • 5 / 5
    A very good platform, highly recommended for small and medium-sized businesses due to its fast and intuitive functional capacity.

    Juan Antonio G.

    Technology, 50-1,000 employees

  • 5 / 5
    Runa completely changed the way we handle payroll for our company of 75 employees. It is fast and easy. I can process payments from anywhere in just 3 steps. I highly recommend it.

    Francisco M.

    Finance, 51-200 employees

  • 5 / 5
    Over my 5+ years with Runa, I've really appreciated its ease of use and how it simplifies processes. It's very fast, and being cloud-based makes working from home much easier.

    Adrian D.

    Accounting, 0-50 employees

  • 5 / 5
    I love it. I use different devices, and when traveling, it allows me to check data from my iPad or iPhone and manipulate the information as needed.

    Iván G.

    Accounting, 50-100 employees

  • 5 / 5
    I recommend Runa as a strategic ally in HR management. Excellent, we've been using Runa for years; we're among their first clients.

    Claudia Z.

    Human Resources, 0-50 employees

  • 5 / 5
    Runa was a huge help to my company. They don't leave you on your own; they support you every step of the way. They're not just a company that rents you their software; they truly complement your business.

    Rogelio F.

    Education, 0-50 employees

  • 5 / 5
    What I like most about Runa is the accuracy of the payroll calculation every two-week pay period and the personalized support. So far, everything has worked very well.

    Ulises G.

    Telecom, 51–1,000 employees

  • 5 / 5
    We appreciate the ease with which tasks are performed, specifically the calculations and integration with external platforms like IDSE and SUA.

    Miguel A.

    Accounting, 51-1000 employees

Have questions?
We have answers.

Frequently asked questions

How does Runa help insurance companies?

Runa enables insurance companies to manage all employee information from a single platform. It automates payroll, digitizes HR processes, and streamlines the management of agents, advisors, administrative staff, sales teams, and customer service employees.

Does Runa support managing employees across different branches?

Yes. You can organize employees by branch, office, region, sales team, or business area. In addition, each manager can have access only to their own team’s information, while HR maintains a centralized view of the entire organization.

Does Runa automate payroll for insurance companies?

Yes. Runa automates payroll calculations, taxes, benefits, vacation, medical leave, and other payroll events, helping reduce errors and save time each pay period.

Does Runa allow you to track attendance and vacation?

Yes. Employees can track attendance from the mobile app, request vacation and medical leave, and view their employment information. Managers and HR have real-time visibility to approve requests and manage team availability.

Is it possible to onboard new hires digitally?

Yes. Runa lets you send contracts, collect documents, request e-signatures, and complete the onboarding process fully digitally—reducing admin time and improving the employee experience.

Is Runa suitable for insurance companies with hundreds of employees?

Yes. Runa is designed for companies of all sizes, from small insurers to organizations with hundreds or thousands of employees distributed across multiple offices or regions.

What HR processes can I manage with Runa?

With Runa, you can manage digital employee files, org charts, vacation, medical leave, documents, payroll, pay stubs, onboarding, reports, and other HR processes from a centralized platform.

Does Runa comply with labor and tax obligations in Mexico?

Yes. Runa helps companies stay up to date with labor and tax obligations by automating payroll calculations and streamlining processes related to IMSS, ISR, payroll CFDI, and other legal requirements applicable in Mexico.

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