Account and help
Frequently asked questions
Quick answers to what advisors ask us most.
About IndSure
Is IndSure free?
There is a Free plan that is free forever, with no card needed. Leads, renewals, your customer list, the Cover Calculator and WhatsApp drafts are free on every plan. Paid plans add more policy checks. See Plans and policy checks.
Does IndSure take a commission on policies I sell?
No. IndSure charges a flat subscription. We are not an IRDAI-registered broker or agent and do not earn commission.
Does IndSure sell insurance to my customers?
No. We do not sell insurance. Your customers are yours.
Do I need to install an app?
No. IndSure works in the browser on your phone and computer. On a phone, the main screens are in tabs at the bottom.
Can I use IndSure in Hindi?
Yes. Press हिंदी at the top of any screen. A few things stay in English, such as the written text of a policy report.
Can I try it before signing up?
Yes. Open the demo. It has sample data and a guided tour, and you do not need an account.
Policy checks
What is a policy check?
One full check of a health policy: a score out of 100 and a detailed report. Comparing two uploaded wordings with Compare Quotes uses 2. Comparing plans from our list is free.
What files can I upload?
PDF files only, up to 25MB each. The PDF must not have a password. The insurer's original PDF works best.
How long does a check take?
A health policy usually takes about a minute.
Can IndSure read a policy written in Hindi?
Not yet. We support policies written in English for now.
Is the score the final word?
No. The score follows fixed rules, so the same policy always gets the same answer, and it points to the gaps worth discussing. For exact coverage questions, your customer should always confirm with their insurer.
A check failed. What now?
Open Needs Attention. It shows the reason and a Retry button.
Customers and sharing
Can my customer open a report without signing up?
Yes. A shared report, comparison or cover calculation opens from its link, with no account needed.
Will IndSure message my customers?
No. Messages go out from your own WhatsApp, only when you press send.
How do I know if my customer opened the report?
The Views column on the Policies screen tells you.
Account and data
Can my team share one login?
No. Each advisor has their own login. For a team, use an agency account. See Team, for agencies.
What happens to my customers if I stop using IndSure?
They stay yours. You can export everything to Excel or download your data at any time. Your data is kept or deleted as our Privacy Policy and India's DPDP Act require. Just ask us.
How do I upgrade?
Message our team on WhatsApp from the pricing page. There is no card payment inside the portal.
I lost my invite code.
Message us on WhatsApp to ask for a new one. See Get help.