New policy sales, renewals, bancassurance, agency channel, field ops — every distribution model, one platform.
Easily manage every stage of the policy lifecycle — from inquiry to issuance to renewal.
Aggregators, direct digital, bank branches, telephony, walk-ins unified into one pipeline. Each lead is scored by AI propensity and assigned by agent vintage, geography, and source.
AI scores leads by conversion propensity and surfaces the highest-priority ones first. After each call it logs intent, objections, and sentiment — so the next touchpoint picks up where the last one left off.
Aadhaar/PAN KYC, penny drop, Benefit Illustrators, PIVC tools, and payment gateways in one workflow. Customers complete and resume forms at their own pace. Ops doesn't have to chase documents anymore.
Renewal nudges go out at T-15 across WhatsApp, SMS, and email — automatically, tied to each policy's expiry date. Customers who don't renew digitally get assigned to an agent with their full policy history already present.
Each bank branch maps to a Relationship Manager. Conversion rate, pending applications, and lead status are visible in real time — by branch, by RM, by region. Agency portals give independent agents access to their own pipeline. Nothing gets lost between partners.
Beat plans route agents to productive visits. 'Near Me' leads surface nearby opportunities without a briefing. Geo-tagged check-ins log activity in real time. Managers see the day as it's happening.
Goals broken into daily and weekly milestones. Leaderboards and incentive dashboards show agents insight about their performance — in real time, without a manager relaying it.
Run engagement at scale — from omnichannel campaigns to WhatsApp chatbots and no-code landing pages — without depending on dev bandwidth.
Every customer interaction — calls, chats, emails, walk-ins — captured in one place. Tickets routed automatically. Support teams work from a complete 360° view.
A unified pipeline that keeps sales, onboarding, and renewal teams in lockstep, with complete visibility end to end.
Leads flow in from aggregators, digital campaigns, bank branches, telephony, and walk-ins — scored by AI propensity and assigned in seconds.
Aadhaar/PAN KYC, PIVC, and payment in one workflow. Customers complete forms at their pace. Policy issued same day.
Automated renewal nudges from T-15 across WhatsApp, SMS, and email. Lapse cases routed to agents with full policy history. Cross-sell signals surfaced automatically.
KYC providers, aggregator platforms, policy management systems, payment gateways, dialers, and WhatsApp — connected without replacing what already works for you.
Enterprise-grade security and regulatory compliance for Indian insurers and their distribution partners.
Ranks leads by conversion likelihood so agents work the ones that matter most.
Captures intent, objections, and sentiment after every call — context carries to the next touchpoint.
Websites, campaigns, telephony, bulk uploads — no leakage across sources.
Expiry-triggered nudges across WhatsApp, SMS, and email from T-15 — no manual scheduling.
End-to-end agent recruitment with performance tracking and territory management.
Partners and branches mapped to RMs with full pipeline visibility at every level.
Field agents see leads in their vicinity and act on them without waiting for a task assignment.
Surfaces product gaps and life-event signals to trigger the right conversation at the right time.
Leaderboards, badges, and incentive dashboards — visible in real time to every frontline team.
