Your Complete Digital Office
for Insurance.
From a real-time dashboard to WhatsApp-integrated client communication — every tool an Indian insurance agent needs, built into one platform.
What makes Insurance Desk different.
Upload PDF. AI Does the Rest.
No more manual data entry. Simply select the client, upload their policy PDF, and our AI engine automatically extracts the policy number, insurer, premium, dates, and sum insured — creating the policy record in seconds.
- Select client → upload PDF → policy auto-created
- AI extracts policy number, insurer, premium, dates
- Supports Health, Life, Motor, and WC documents
- Sum insured and coverage details auto-detected
- Saves 10+ minutes per policy vs. manual entry
Manage Your Sub-Agents Effortlessly
Running a team? Easily add sub-agents and track their individual earnings, policy count, and performance from your dashboard. See who's performing, who needs support, and how your team is contributing to overall revenue.
- Add and manage multiple sub-agents
- Track individual earnings per sub-agent
- View policies sold by each team member
- Active / Inactive status management
- Team-level performance overview
Reports That Drive Decisions
Access comprehensive analytics to monitor your entire business — overall earnings, policy distribution by type, revenue trends over 30 days, and renewal success rate. Filter by date and see Avg. Premium, monthly collection, and top-performing categories.
- Revenue Trend chart (daily premium for last 30 days)
- Policy Distribution by type (Health, Life, Motor, WC)
- Renewal Rate tracking with compliance metrics
- Average premium and monthly collection stats
- Date-range filters for custom report periods
One Family View. Every Policy.
Organise clients into Family Groups with a designated family head. View all family members, their ages, and total premium per family. Create new family groups in seconds and clearly see the big picture across your entire book of business.
- Create family groups in seconds
- Designate family head and track relationships
- View consolidated family premium
- Track total family members
WhatsApp Hub: One Click, Sent.
Send pre-filled messages directly from your dashboard to WhatsApp with a single click. Five dedicated tabs cover every client touchpoint — Birthday wishes, Anniversary greetings, Policy Expiry reminders, Welcome messages, and App download links.
- Birthday & Anniversary wishes — auto-populated
- Policy Expiry reminders to prevent lapses
- Welcome messages for newly onboarded clients
- App download link sharing for Policy Setu
- Search, filter, and sort by upcoming events
Policy Setu: Your Client's Own App
Each client gets access to a dedicated mobile app called Policy Setu, where they can view their policies, access family member policies, stay updated on renewals, and download documents — giving them a premium self-service experience.
- Clients view all their active policies in one place
- Family member policy access within the same app
- Renewal reminders and notifications
- Policy PDF and KYC document downloads
- Share the app link via WhatsApp in one tap
Ready to See These Features in Action?
Join 200+ Indian insurance agents who have already transformed their business with Insurance Desk. Start your free trial today — no credit card required.
No credit card required. Setup takes 60 seconds.