120+ insurance KPIs, real-time dashboards, automated MIS, agent hierarchy management, territory control, and commission tracking. One platform for complete visibility across business intelligence and distribution operations.
Not a generic BI tool with insurance templates bolted on. Purpose-built dashboards, KPIs, and workflows designed by insurance operators for insurance operations.
Policy count, GWP, loss ratios, persistency, claims frequency, commission leakage, renewal rates, agent productivity, and 110+ more metrics ready from day one.
No overnight batch jobs. No stale reports. Live data streaming from policy admin, claims, commissions, and distribution channels updated in real time.
Connect to legacy PAS, Excel uploads, third-party APIs, carrier feeds, and CRM systems. Unified data model normalizes everything into one source of truth.
Daily, weekly, and monthly reports auto-generated and distributed to stakeholders. Scheduled email delivery with PDF, Excel, and interactive link options.
Branch managers see branch data. Regional heads see regional rollups. C-suite sees the whole picture. Granular RBAC ensures everyone sees exactly what they need.
Automatic flagging of commission mismatches, premium leakage, unusual claims patterns, and compliance gaps. Proactive alerts before problems become losses.
Every critical insurance operation covered with purpose-built dashboards that replace dozens of manual reports and disconnected spreadsheets.
Real-time sales tracking across branches, agents, products, and channels. Target vs. actual, conversion funnels, lead-to-policy timelines, and agent productivity scores.
End-to-end commission lifecycle visibility. Earned vs. paid, carrier-level reconciliation, overrides, clawbacks, and hierarchy-based payout tracking.
Automated three-way reconciliation across carriers, intermediaries, and internal systems. Premium mismatch detection, settlement tracking, and aging analysis.
Regulatory reporting templates for IRDAI, DFSA, and other jurisdictions. Audit trails, solvency indicators, claims reserves, and mandated disclosures — all automated.
From the branch office to the boardroom. A single system that manages your entire insurance distribution workforce — online and offline.
Digital onboarding with KYC verification, licensing checks, document collection, and automated compliance validation. Get agents selling in hours, not weeks.
Cascading targets from organizational goals to branch to individual level. Real-time achievement tracking, gap analysis, and automated escalation triggers.
Geographic assignment, territory mapping, overlap prevention, and market coverage analysis. Optimize distribution density based on demand signals and capacity.
Multi-level organizational hierarchies with granular role-based access. Branch managers, regional heads, zonal leaders, and national oversight — each sees exactly their scope.
Real-time commission calculations across product lines, carriers, and agent tiers. Override structures, clawback management, and payout reconciliation — automated end-to-end.
Mobile-first field force app that works without connectivity. Data syncs automatically when online. Critical for emerging market distribution in Tier 3-4 towns and rural areas.
From 120+ KPIs to agent hierarchy management — one platform for business intelligence and distribution operations. Purpose-built for carriers, MGAs, brokers, and distributors in any market.