Designed specifically to organize client documents, automate renewal reminders, and boost agent commissions.
Store client profiles, nominee records, family policy history, and IRDAI documents securely in cloud storage.
Automatic WhatsApp & SMS reminder alerts before 60, 30, and 7 days of policy expiration to prevent lapse.
Track monthly target progress, total sum insured managed, and real-time commission forecasts across Life, Health, and Motor.