Manage clients, policies, renewals, claims & commissions in one place. The ultimate Web + Mobile App for modern agents.
Smart renewal probability scores, smart follow-up reminders, and cross-sell suggestions so you never miss a renewal.
📌 "Increase renewals by up to 30%"
Centralized family records, secure document vault, and instant search for all policy types (Life, Health, Motor).
📌 "Everything about your client, in one screen"
Zero manual follow-ups. Auto renewal reminders, birthday wishes, and personalized templates sent via WhatsApp & SMS.
📌 "Automation that works while you sleep"
End-to-end claim tracking with status timelines. Upload docs via camera and coordinate faster with insurers.
📌 "Stress-free claims for you & your clients"
Track expected vs received commission. View monthly income and handle sub-agent splits easily.
📌 "Know exactly how much you earn"
Renewal forecasts, policy lapse alerts, and client growth charts to help you run your agency like a business.
📌 "Turn data into decisions"
A branded app for your clients to view policies, download docs, and request service. A massive differentiator.
📌 "Your digital office for clients"
Bank-grade security with encrypted documents and role-based access to keep your data safe and private.
📌 "Your data is safe with us"
Why wait for clients to call? Give them a branded app where they can view policies, download documents, and request claims instantly.
"Less calls, happier clients."
Tailored for Indian policy structures, tax rules, and communication styles.
Works seamlessly for Life, Health, Motor & Investment portfolios.
So easy to use, you and your staff can start using it in minutes.
Perfect for individual agents or large teams of 1,000+.
Join 5,000+ Indian insurance agents who are growing faster with InsuranceDesk.
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