Store Insurance Agency Management Software

Insurance Agency Management Software

Business & Operations Recruit agents, collect every renewal, and grow your insurance agency from one panel.
NewNo reviews yet v2.7.13Updated 2026-10-13 12Features 16Screens Live demo Installs like an app
from ₹3,499 /year · 1, 2 & 3-year plans
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About this app

The app is built for a life-insurance Development Officer. It keeps your recruitment pipeline and your team's book of business in one place - and gives every agent a phone app that shows them exactly what to do today. Renewals open as a year at a glance, then a month, then a collection date, then a short list with call, WhatsApp and a tick - and a policy disappears the moment it is collected. Lapsed policies are grouped by how long they have gone unpaid, with the message already written in the right words: revival while your insurer's window is open, a fresh plan once it has closed. Your agents get a home screen that is the whole app in one view, on a phone, with no menus to hunt through: their prospects, their renewals, their targets, posters to send, a printable visiting card, and three daily counts that show you who needs coaching before the results do. You tell the app which insurer your team sells for, once, in Settings - it is not built in. The agency application papers then fill themselves in from your standing details and the lead you pick. Every district, taluk and village is built in, so you can see which places actually produce agents and policies. And your public enquiry page is editable from the panel - or switched off entirely.

Why buyers pick it

See your whole agency at a glanceagents, production, commission and targets in one system
Commission is always rightfirst-year commission is computed automatically, never hand-typed
Unique agency codes and policy numbersno duplicates, no messy spreadsheets
Know who's performinglive leaderboards, club-tier mix and a recruitment funnel
Brand-neutral and ready for any life-insurance agency or development officer
Fully hosted & managed for younothing to install, works on any device

Everything included 12

  1. Agent & team rosteragency code, contact, track, status, club tier, supervisor & upline
  2. Recruitment pipelinelead → contacted → IC-38 training → exam → code activation
  3. Production trackingevery policy with sum assured, premium, mode, term & status
  4. Automatic first-year commission (premium × rate)computed server-side, never mistyped
  5. Targets & incentivesagent or team goals with reward milestones and progress
  6. Activities & follow-upsmeetings, calls, training, reviews and tasks per agent
  7. Plan librarygeneric plan archetypes by life goal (savings, money-back, pension, term, ULIP, child, whole life, micro, riders)
  8. Club-tier trackingDistinguished, Branch, Divisional, Zonal and Chairman's club
  9. Reports: production by agent, premium by month, policies by status, recruitment funnel, club distribution — one-click CSV
  10. Three roles out of the boxAgency Leader, Supervisor and Coordinator
  11. Dashboard KPIsactive agents, premium booked, commission YTD, funnel & alerts
  12. Mobile-first, installable PWAmanage your agency from any device

What you get

Your own domain, free HTTPSYour app, at your own web address
Updates and backups, automaticNothing to install or maintain
Support includedHelp from our team
Installs like an appOn phones and computers

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What's new

Version 2.7.132026-10-13

Forms handle unusual input quietly

  • Every form and filter reads each field as plain text, so an unusual value sent to a form no longer records a warning. Ordinary entries are saved exactly as before.