One engine. Two ways in.
The same policy check runs underneath both. What changes is whose book it is: an advisor's, or your own.
Run your whole book from one screen
Leads, renewals, policies and claims in one place. When a customer asks what their cover actually does, you have the answer before the call ends.
- WhatsApp drafts
- Renewal reminders
- Cover Calculator
- Policy compare
- Rider directory
- Excel export
- Team seats
- Sach assistant
My Queue
IllustrativeWhat needs you this morning, in the order it needs you. Not a wall of tiles.
Score out of 100: how well each policy covers that customer.
Namaste Vikram ji, your health policy renews in 3 days. Shall I send you the check before you pay?
3.3 Where the Insured Person is admitted to a room the rent of which exceeds the eligibility specified in the Schedule, the Insured Person shall bear a rateable proportion of the total associated medical expenses.
3.4 Co-payment. Where the age of the Insured Person at commencement of the first Policy exceeds sixty (60) completed years, each and every admissible claim shall be subject to a co-payment of twenty per cent (20%) of the amount otherwise payable, which shall not be recoverable under any cumulative bonus, restoration or top-up benefit.
Join after 60, and you pay a fifth of every hospital bill yourself.
Your cumulative bonus does not cover it, and neither does a top-up.
My Portfolio
Open any policy and read it in your own words: what it pays, what it caps, and what it quietly refuses. Health, motor, term life, travel: the same treatment for all of them.
- One policy of each type: health, term, life and vehicle. Free.
- Room rent, co-pay, sub-limits and waiting periods, explained.
- Renewal reminders 30 days before expiry.
Add your policies. Understand them. Never miss a renewal.
Bring it all in. Health, term life, car, two-wheeler, travel: whoever sold it, whenever it renews. One place instead of four apps and a drawer.
See what it actually does. Limits, caps, co-pays, waiting periods and the gaps between policies, pulled out of the wording and written in plain language, for every kind of cover.
Every insurer files its policy wording with IRDAI, India's insurance regulator. That wording is what we read.
Stay ahead of it. Reminders before a policy lapses, and a straight comparison before you buy the next one.
