We develop and implement centralized digital ecosystems designed to streamline your agency’s operations. Our solution replaces fragmented spreadsheets with a "single source of truth" that manages the entire lifecycle of your agents and their policies.

What We Deliver:

• Automated Lifecycle Management: Real-time tracking of agent licensing, policy renewals, and carrier feeds to eliminate manual errors.
• Commission & Payout Engine: Robust tools for precise commission tracking, reconciliation, and automated payout scheduling.
• Compliance & Audit Readiness: Built-in audit trails and secure document management (ACORD forms, KYC) ensuring full regulatory compliance.
• Performance Analytics: Custom dashboards to monitor agent productivity, sales pipelines, and cross-selling opportunities at a glance.

To reduce your administrative overhead by at least 40%, allowing your team to stop managing paperwork and start closing more policies.

Features Provided in This System:

• Integrated Administrative Dashboard: A bird’s-eye view of total business volume, highlighting critical metrics like current month’s policies and upcoming renewals.
• Comprehensive Policy Management: Dedicated sections to add and track various insurance types, including Private Car, Two Wheeler, and Commercial Vehicle policies.
• Automated Expiry Alerts: A proactive monitoring system that flags policies nearing expiration, ensuring no renewal opportunity is missed.
• Agent & Sub-Agent Tracking: Tools to manage a hierarchy of agents, tracking individual performance and calculating sub-agent commissions automatically.
• Document Repository: A digitized filing system for storing and retrieving essential documents such as RC copies, Previous Policy details, and Inspection reports.
• Financial Reconciliation: Modules for tracking Net Premiums, Gross Premiums, and commission payouts to maintain clear financial transparency.
• Client Relationship Records: A searchable database for client profiles, allowing for quick access to history, contact information, and policy associations.
• Endorsement & Quotation Handling: Simplified workflows for updating existing policies or generating new quotes based on client requirements.