CRM
Krishna Dhadve โข Agency Management System
Insurance Business Workspace
100% Free Agency Platform โข Bike, Car, Commercial, Health & Life Insurance โข Sub-Agent Network
โก Daily Action Center
What needs your attention today?
๐ Renewals in 30 Days
โ ๏ธ
0
Review Reminders โ
โก Due This Week (โค7d)
๐จ
0
Send WhatsApp Alert โ
๐ This Month Premium
๐ผ
โน0
0 policies booked
๐ฐ Earned Net Income
๐ต
โน0
View Commission Splits โ
๐ Data Entry & Policy Management
Add, edit, scan and search all customer insurance policies.
โ Add Insurance Entry
Customer Details
๐ Policy Scanner / OCR (PDF & Photo)
Upload a policy PDF or photo. OCR will extract and auto-fill Policy No., Insurer, Dates, Vehicle & Premium.
๐ก Check extracted dates, policy number and premium before saving.
Insurance Details
Agency Gross:โน0
Sub-Agent Payout:โน0
Net Profit:โน0
Motor Details (Optional)
Extra Details
๐ Insurance Entries
| Customer | Mobile | Sub-Agent / Owner | Category | Insurance Type | Policy No. | Company | Vehicle | Entry Date | Premium | Commission | Expiry | Status | Actions |
|---|
% Earnings & Commission Breakdown
Monthly agency earnings, sub-agent payout distributions, and net profits.
๐ Renewal Center
Track upcoming policy expirations and send 1-click WhatsApp renewal reminders.
Expiry Reminders & Renewals
12-month reminder system โข Track expirations, call clients & send 1-click WhatsApp alerts.
โฅ Reports & Business Analytics
Cross-filter your business by Year, Broker, Agency, Company and Month.
โ Business Connections
Manage your Agencies, Brokers, and Direct Insurance Companies.
๐ฅ User, Agent & Sub-Agent Management
Manage Sub-Agents, POSP partners, Employees, assign unique IDs, control permissions, and reset passwords.
Total Users
0
Agents
0
Sub-Agents / POSP
0
Employees
0
Administrators
0
| User Code / ID | Full Name | Contact | Agency / Branch | Role | Status | Permissions | Actions |
|---|