Complete Insurance Management Solution
For Agents, Agencies & Small Insurance Businesses.
Software Feature
Smart Dashboard
All business insights at one place
CRM Management
Leads, follow-ups & conversions
Customer Management
Centralized customer records
Insurance Policies
Life, Health, Motor & more
Quotation
Generate & share instant policy quotes
Investments
SIP, Lumpsum & Due tracking
Loan Management
All loan records in one place
Commission & Reports
Agent & policy wise earnings
Income & Expense
Track profit & cash flow
Renewal Reminders
Never miss policy renewals
Claim Management
Track claims efficiently
Task Management
Assign & track daily agent tasks
User & Agent Control
Role-based access system
Website Integration
Manage website from dashboard
Plugins
Extend software with add-on modules
Masters
Set up companies, plans & data lists
WhatsApp Messages
Auto WhatsApp alerts to customers
Email Messages
Automated email communication
Notifications
Real-time system & app alerts
Software Setting
Customize software as per your need
Excel Manager
Bulk import & export of records
Subscription
Manage your software plan & billing
Refer & Earn
Invite others & earn rewards
Agent & Admin App Features
Mobile First Dashboard
Quick overview optimized for mobile screens
Instant Customer Access
View customer details anytime, anywhere
Policy Pocket
Carry all customer policies in your pocket
Smart App Alerts
Real-time renewal & payment notifications
Live Commission Status
Track earnings instantly on your mobile
Quick Claim Tracking
Check claim status in just one tap
Performance Insights
Daily & monthly business performance
Agent Activity Control
Monitor agent work from admin app
Secure Cloud Data
All data safely stored and synced
Role Based Access
Different permissions for agents & admins
Real-Time Sync
Instant data sync between app & software
Support & Help Desk
Get quick help directly from the app
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Customer App Features
Personal Dashboard
Quick overview of policies & investments
My Policies
View all insurance policy details anytime
Wealth Overview
Track investments, SIP & wealth products
Document Vault
Securely store Aadhaar, PAN & policies
Financial Calculators
SIP, Lumpsum & STP calculators
Policy Alerts
Get renewal & installment reminders
Claim Status
Track insurance claim progress easily
Profile Management
Manage personal & family details
Family Policies
View self & family insurance records
Contact Agent
One-tap connect with your agent
Secure Login
Safe access with encrypted security
Easy Logout
Simple & secure session control
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