Stop losing 20%+ of your renewal commissions to messy WhatsApp chats. Forward documents to auto-extract policy records with Vision OCR, automate renewal chasing with 1-click UPI links, and sync carrier portals effortlessly.
Here is what happens when you try running 500+ clients without a dedicated automation engine.
Manual typing, lost renewals, and WhatsApp clutter
Hands-free WhatsApp CRM designed for solo brokers
Everything you need to service 1,000+ active clients from a single WhatsApp number.
Trained on thousands of Indian insurance documents. Accurately extracts Aadhaar, PAN, vehicle registration numbers, and 14 underwriting fields with smart deduplication.
Automated WhatsApp sequence fires at +30, +15, +7, and +1 days. Delivers policy schedules and 1-click UPI payment links directly to the policyholder.
Gives clients immediate reassurance during hospitalizations. Generates digital TPA cards, verifies cashless network hospitals, and stages documentation for you.
Automatically groups household members under a family head. Clients can text your bot at any time to receive a branded, consolidated Family Insurance Summary PDF.
Direct sync connectors for HDFC ERGO 1Up, Turtlemint, and Prudent. Automatically reconciles issued policies and commission statements in real time.
A fast, responsive companion web dashboard designed for phones. View active renewals, lapse risks, top insurers, and commission forecasts while on the go.
Built for Indian regulatory norms with strict tenant isolation, zero AI data harvesting, and 1-click database export.
Test with complete peace of mind. Black out the client's name or phone on any policy PDF and forward it to our WhatsApp demo. Verify our 98.4% OCR accuracy and 3.2s speed on your own terms without uploading real PII.
All data is hosted in ISO 27001 / SOC 2 certified Indian AWS data centers (Mumbai). Encrypted with AES-256 at rest and TLS 1.3 in transit. Fully adheres to IRDAI electronic records guidelines and Indian data sovereignty.
Your client policy schedules, Aadhaar, PAN, and vehicle details are strictly isolated in your private tenant database. Client documents are NEVER used to train public or commercial AI models.
You own 100% of your insurance agency's book of business. Download your entire client database, active policies, renewal schedules, and commission ledgers in clean Excel/CSV at any time with a single click.
Operates natively via official Meta Cloud APIs. First 1,000 monthly customer service conversations are 100% free under Meta guidelines. Proactive renewal reminders billed at direct Meta pass-through rates (~₹0.35–₹0.80) with zero markup.
Our 98.4% extraction accuracy was benchmarked across 10,000+ Indian policy schedules (HDFC ERGO, Star Health, ICICI Lombard, Care, Tata AIG, New India). Our 94.2% renewal retention is verified across active broker portfolios.
Drag the slider to see how automated WhatsApp retention protects your yearly brokerage.
No setup fees. No long-term lock-in. Cancel anytime.
For independent agents scaling past spreadsheets.
Complete autopilot for multi-crore books.
For growing brokerages with 5 to 50+ sub-agents.
Clear, transparent answers about accuracy verification, data privacy, team scalability, and WhatsApp costs.