Everything you need to manage a modern insurance book — without the spreadsheet chaos.
Central profiles with policies, SIPs, and contact history so follow-ups never slip.
Keep a sellable catalog of policies and SIPs, then attach them to clients in seconds.
WhatsApp and email reminders for renewals, birthdays, and new policy welcome notes.
Track leads, insurers, and reports without juggling spreadsheets across devices.
From first lead to renewal reminder — one connected platform.
Capture prospects, convert them to clients, and keep KYC-ready details organised.
Maintain catalog products and client holdings with status, premium, and frequency.
Store insurer partners once and reuse them across every policy you sell.
Stay on top of due work with in-app alerts and practice-level summaries.
Choose the plan that fits your practice. GST is charged extra on both plans.
GST extra · access after admin approval
Agents sign up themselves. Super admins review the request and unlock the account — so your practice stays secure.
01
Create your agent account and pick Monthly or Yearly billing.
02
A super admin receives your details and grants platform access.
03
Sign in with your credentials and run your practice from one dashboard.