Team Management

Run Your Whole Insurance Team on One Subscription.

Add up to 20 sub-agents. They sell, you see everything — every policy, every commission, every client. One bill. Zero WhatsApp status-asking.

One Bill, Whole Team
Data Stays With You
You Know This Scene

Running a Team Without the Right Tools?

WhatsApp Chaos

Your team gives updates over informal chats. Important client data gets buried in message threads, lost in forwarded images, or forgotten entirely.

Zero Visibility

You have no live view of who is selling, whose renewals are due this week, or how much each team member earned this month. You are always guessing.

Data Walks Out the Door

When a sub-agent leaves, their clients and policy details walk out with them — because everything lived on their personal phone.

Real Talk

“You have 5 sub-agents. Can you tell me — right now — how much each one earned this month?”

If the answer is no, you need this.

Simple Setup

Get Your Team Online in 3 Steps.

Create a Sub-Agent

One click. Enter their name and a password. Done in 20 seconds. No SIM card, no email, no setup fee.

Share the Login Code

The system generates a unique login code. Share it with your team member — they use it to log in instead of a phone number.

Watch Your Dashboard

Every policy they sell, every commission they earn, every client they add — it all rolls up to your dashboard, live.

How your team is structured

YOU(Agency Owner)Agent 1Agent 2Agent 3Agent 4Policies · Commissions · Clients → all flow up to your dashboard
Shared vs Private

What's Shared. What's Not.

✅ Your sub-agent gets these automatically

Inherited from your subscription

Subscription & Billing

One bill for the whole agency

AI Features & WhatsApp Alerts

All plan features work for them too

Shared Quota Pool

Like a family mobile plan — team shares the limit

Sub-Agent Seat Allowance

Up to 5 or 20, depending on your plan

Agency Brand Identity

Clients see one consistent agency

🔒 But keeps these private

Isolated between team members

Their Own Clients

Agent A cannot see Agent B's clients

Their Own Policies

Each agent sees only their policy book

Their Own Commissions

Earnings are private per agent

Their Family Groups

Family data stays with each agent

Their Own Leads

Lead pipeline is per agent

Think of it as a one-way mirror.

You, the agency owner, see everything across your whole team from one dashboard. Each sub-agent sees only their own clients, policies, and commissions — nothing from anyone else.

Plans & Seats

One Plan Covers Your Whole Team.

Free Trial

30 Days

Free

5 Sub-Agent Seats

Included in your plan

  • 5 sub-agent seats
  • All AI features included
  • Full team dashboard access
  • No credit card needed
Try Free
Most Popular

12-Month Plan

1 Year

₹7,000/year

20 Sub-Agent Seats

Included in your plan

  • 20 sub-agent seats
  • 30 clients per sub-agent
  • All AI & WhatsApp features
  • Best value for agencies
Get Started

6-Month Plan

6 Months

₹4,000/6 months

5 Sub-Agent Seats

Included in your plan

  • 5 sub-agent seats
  • All AI features included
  • Full team dashboard access
  • Flexible half-year commitment
Try Free

Sub-agents are covered by your subscription. They never pay separately. Upgrade anytime to get more seats.

Common Questions

Everything You Want to Know.

No. Sub-agents are covered by your subscription. You pay one bill, and your entire team gets access to all the features in your plan. Think of it like a family mobile plan — one account, everyone benefits.
Never. Every sub-agent's data is completely isolated from every other sub-agent. Agent A cannot see Agent B's clients, policies, or commissions. This is enforced at every level of the system — it's not just a setting, it's built into the architecture.
Yes. As the agency owner, you can switch any report or list to any sub-agent's view from your dashboard. You see everything across the team — policies, clients, commissions, renewals. Sub-agents see only their own data.
Deactivate them in one click. Their login stops working immediately — no "ghost" sessions. But all their client data, policies, and commission history stays safely with your agency. Nothing is lost.
Not automatically. The sub-agent's login code and their client data belong to your agency. If you want to transfer data, that's a manual process controlled entirely by you, the agency owner.
Your sub-agents are tied to your plan status. When your subscription expires, their access is also paused — just like yours. Renew your plan, and the entire team is back online instantly.
Yes — sub-agents overwhelmingly work from phones in the field. The dashboard is built mobile-first, so adding clients, uploading policy documents, and checking commissions all work perfectly on any smartphone.

Your Team is Already Working. Now You Can Actually See It.

Start your free trial today — 5 sub-agents included for 30 days. No credit card required. Set up your first sub-agent in 20 seconds.

No credit card required. Setup takes 20 seconds per sub-agent.

5 Sub-Agents Free
One Bill, Whole Team
Cancel Anytime