One AI-native OS across every branch, relationship manager, and insurer partner. See performance down to the individual, automate reconciliation, and generate compliance reports from live data.
Connect every zone, region, branch, and relationship manager in one AI-native system, giving you a unified view of operations, performance, policies, and business across the entire distribution network.
Every branch operating in the same system with its own view of its own book.
Relationship manager performance visible individually and comparably.
Multiple insurer partners managed side by side, each with its own products and rules.
Peak-period volumes handled without slowdown.
Inward fee & commission reconciliation across all tie-ups and branches.
IRDAI corporate agency and bancassurance compliance reports on demand.
Your clients check their own policies, download their own documents and track their own claims, without calling your office. The routine questions stop reaching your team, and the ones that do reach them are worth their time.
Bancassurance performance is almost never uniform. A handful of branches and a handful of relationship managers usually carry the number. Until you can see that clearly, you cannot replicate what the strong ones are doing or support the ones falling behind. Insureops reports penetration and productivity to the individual.
Open architecture bancassurance requires managing multiple tie-ups across Life, General and Health without multiplying administrative overhead. Insureops centralizes product catalogs, documentation, and commission rules across your whole panel.
HDFC Life
Direct API • Realtime
ICICI Prudential Life
Direct API • Realtime
Max Life Insurance
Core Portal • Synced
SBI Life
Direct API • Realtime
Bajaj Allianz General
Direct API • Realtime
ICICI Lombard
Direct API • Realtime
Tata AIG General
Core Portal • Synced
HDFC ERGO General
Direct API • Realtime
Care Health Insurance
Direct API • Realtime
Star Health
Direct API • Realtime
Niva Bupa Health
Direct API • Realtime
Aditya Birla Health
Direct API • Realtime
With thousands of users across branch networks, access control and data security are non-negotiable. Insureops provides granular branch-level, RM-level, and action-level permissions with full audit logging.
Branch Commission Books
Full Visibility (Own Branch)
Commission Rates & Splits
Editable
Direct Policy Issuance
Instant Approval
Other Branch Books
Restricted & Masked
Explore our FAQ section for immediate answers to common queries regarding Insureops for banks and bancassurance operations.
It is a central insurance ERP designed for banks to manage insurance distribution across all zones, regions, and branches. It enables multi-carrier open architecture, tracks individual RM productivity, automates fee reconciliation against Core Banking Systems, and produces IRDAI statutory reports from live data.
Insureops enforces strict role-based access control. Branch staff and RMs only see their branch's client portfolios, while regional and zonal heads receive consolidated performance analytics across their respective jurisdictions.
Yes. Insureops supports multiple Life, General, and Health insurer tie-ups simultaneously. Each partner's products, rate matrices, and validation rules are configured independently, giving RMs clear guidance on permissible products.
Every lead, quote, policy issuance, and renewal is tagged with the servicing RM. The system tracks individual cross-sell penetration rates, target attainment, and fee generation in real time.
Built on a cloud-native, horizontally scalable infrastructure, Insureops handles millions of concurrent policy transactions during peak tax-saving and financial year-end periods without latency degradation.
