Insurance Agent System
A complete desk for insurance and loan agents — every client, family member, policy, claim, lead, and loan in one place, with automatic birthday, anniversary, festival, and renewal emails.
The Insurance Agent System (BimaDesk) is built for agents and channel partners who manage hundreds of families and policies across multiple insurers. Each client record holds their policies, premiums, maturity dates, family members, claim history, and documents, so the full relationship is visible in one screen. New leads are tracked until they are converted into clients, and loans can be managed alongside insurance. Insurers and banks are kept as vendors with their commission slabs. Every morning, the system automatically emails clients on their birthdays and anniversaries, sends festival greetings, and reminds them about upcoming policy renewals — so the agent stays in touch without lifting a finger. Existing client lists can be imported from Excel, and every change is recorded in an activity log.
Built for
Insurance agents, LIC and general insurance advisors, loan agents, and channel partners managing many client families.
Key modules
- Client records with policies, premiums, maturity dates, and family members
- Document vault and claim history for every client
- Lead tracking with one-click conversion to client
- Loan management alongside insurance policies
- Insurer and bank vendor records with commission slabs
- Automatic birthday, anniversary, festival, and renewal-reminder emails every morning
- Excel import/export, dashboard statistics, and a full activity log
What you’ll get
- → Never miss a renewal, birthday, or anniversary again
- → See a client's whole family, every policy, and every claim at a glance
- → Move an existing client list in from Excel in minutes