1. Agent Dashboard
Track active clients, active policies, total sum insured & estimated commission overview in real-time.
2. Digital Visiting Card
Create and share your personalized IRDAI advisor business card with photo & credentials on WhatsApp in 1 tap.
3. Clients & Leads Directory
Centralized directory with smart search, prospects & hot lead segmentation, and quick 1-tap calling/messaging.
4. Policy Management
Manage Life, Health, Motor & PA policies with smart status filters (Active/Due/Lapsed) and document download.
5. WhatsApp Renewal Reminders
Never miss a renewal with Smart Expiry search, categories (Due Now, Overdue, Upcoming), and 1-tap WhatsApp notice + direct call.
6. Advisory Tools & Hub
Comprehensive toolkit featuring Claims Assistance desk, Follow-up task list, Commission analytics & settings.
7. Settings, Support & Security
Advisor preferences, 24/7 direct email support desk, privacy terms, and biometric encryption security.
8. Account Registration & Cloud Sync
Seamless advisor sign up with Google Firebase secure authentication, multi-device access & encrypted backup.