Import every policy, automate renewals, reconcile premium and serve clients — from one secure workspace built for advisors, agents and brokerages.
Stop stitching together spreadsheets, WhatsApp and carrier portals. InsuranceOS unifies the whole lifecycle from quote to claim.
Drop PDFs, spreadsheets or carrier exports. Documents are parsed, deduplicated and indexed into a searchable register automatically.
Every expiry is tracked across a 45-day desk with reminders, quote generation and one-click handoff to the right agent.
Extract premium, IDV, NCB, PAN and coverage terms with confidence scoring — then review only what needs a human.
Reconcile receipts against bank statements, track commission due vs paid, and close the books with a clean audit trail.
Sync policies and statuses directly from insurer portals and APIs, with health monitoring on every connector.
Role-based access, IRDAI-ready evidence, KYC tracking and immutable audit logs across every action.
A live 45-day desk ranks every expiring policy by value and risk, drafts the quote, and routes it to the agent who owns the relationship.
Customer PII, PAN and policy documents demand serious security. Choose from six authentication methods, all backed by encryption at rest, granular RBAC and immutable audit logging.
Set up your workspace in minutes. Import your first policies free — no card required.