Never miss a renewal, birthday, or client follow-up again.
The Mahvion Insurance Agent System (BimaDesk) is built for agents who look after hundreds of families across LIC and other insurers. Keep every client, policy, premium, and claim in one place — and let the system send renewal reminders and greetings for you every morning.
Renewals slip through
Due dates live in a diary, an Excel sheet, and your phone. One missed renewal can mean a lapsed policy and an unhappy family.
No single view of a family
A client's policies, family members, claims, and documents are scattered, so every call starts with searching.
No time to stay in touch
Birthday, anniversary, and festival wishes build loyalty — but sending them to hundreds of clients by hand is not realistic.
Everything an agent needs, in one desk
Client & family records
Each client holds their policies, premiums, maturity dates, and family members in one screen.
Automatic renewal reminders
Clients receive a renewal reminder email before their policy is due, without you lifting a finger.
Birthday, anniversary & festival greetings
Personalised greetings go out automatically every morning, including major Indian festivals.
Claims & documents
Record claim history and store policy documents against each client, so everything is ready when they call.
Leads and loans
Track prospects until they become clients, and manage loans alongside insurance for the same family.
Excel import
Already keep your clients in Excel? Import them instead of typing everything again.
Getting started is simple
Book a free demo
We walk you through the system using examples from your own work.
Bring your client list
Share your existing Excel sheet and we help you import it.
Start using it the same day
Reminders and greetings begin automatically from the next morning.
Frequently asked questions
Is this only for LIC agents?+
No. It works for LIC advisors, general insurance agents, health insurance advisors, and loan agents. You can record policies from any insurer.
Do I need to install anything?+
No. The system runs in your web browser on a computer or phone, so there is nothing to install.
Can I import my existing client list?+
Yes. You can import clients from an Excel sheet, and we can help you prepare the file during onboarding.
Who sends the renewal and greeting emails?+
The system sends them automatically every morning from your configured email address, with your name as the agent.
Is my client data private?+
Yes. Your data is used only to run your desk. It is never shared or sold, and access is protected by your own login.
Ready to talk?
A 20-minute walkthrough — no obligation.
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