Features

Manage all your insurance policies in one place.
Agent and customer apps for easy access.
Store and manage customer policy details securely.
Automatic WhatsApp reminders for policy renewals.
Email notifications for important updates.
Commission tracking for agents.
Secure document storage for insurance policies.
Generate reports and analytics for better insights.
Multi-agent management with role-based access.
Easy customer onboarding and policy updates.
Cloud-based platform for 24/7 access.
Integration with third-party insurance providers.

Simplify investment portfolio management.
Separate apps for agents and customers.
Track customer investments and returns.
WhatsApp and email alerts for investment updates.
Automated reminders for portfolio review.
Commission management system for agents.
Secure storage of investment-related documents.
Generate financial reports and performance insights.
Role-based access for investment advisors.
Custom investment tracking dashboard.
Cloud-based storage with data security.
Integration with financial tools for accurate tracking.

Keep all loan-related data organized and accessible.
Dedicated apps for agents and customers.
Manage and store customer loan details securely.
Automated WhatsApp and email reminders for EMI payments.
Commission tracking system for loan agents.
Digital storage of loan agreements and documents.
Generate loan status reports and repayment insights.
Multi-agent management for better operations.
Easy loan application tracking and approvals.
Cloud-based loan management with 24/7 access.
Customer support integration for loan-related queries.
Secure payment gateway integration for EMI payments.