An automated system built specifically for how corporate agencies work - renewals, commissions and compliance reporting handled for you.
A defined panel, a defined team, and a client base worth keeping.
Instant policy entry and claims endorsement logs with complete insurer API sync.
Renewals chased automatically, because retention is the entire business model of a corporate agent.
Inward commission matching against bank credits and SP incentive calculation.
Compliance reporting produced from live data, not assembled by hand before every IRDAI return is due.
Your insurer tie-ups configured individually: each relationship's own products, rules and rates, tracked separately up to your panel limit.
Your specified persons mapped by name: performance visible person by person, not just as a branch total.
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.
A corporate agent's book compounds only if it renews. Insureops tracks every expiry, escalates before it becomes urgent, and keeps chasing until the policy is renewed or genuinely lost. Nothing lapses because the one person who knew about it was on leave.
Rahul Sharma
Private Car Comprehensive
Kavya Reddy
Family Floater Health
Amit Joshi
Term Life Cover
A small team can't afford to wait on a vendor for a field change. Insureops is low-code: forms, workflows and rules are edited by you and go live when you publish them. No ticket, no queue, no change-request fee.
When follow-ups, data entry, reconciliation and reporting run on their own, a team of five services a book that would otherwise need fifteen. That's the entire argument for automation in a corporate agency: capacity without headcount.
Which commercial policies are due for renewal in next 10 days?
Found 14 policies across Tata AIG & ICICI (₹48.2L premium). Automated WhatsApp + Email nurture sequences triggered for all 14 clients.
✓ 14/14 Notifications SentExplore our FAQ section for immediate answers to common queries regarding Insureops for Corporate Agents.
It is an automated system built specifically for how corporate agencies work - managing multiple insurer tie-ups up to your panel limit, tracking specified persons (SPs), automating client renewals, and generating IRDAI compliance returns directly from live operational data.
Each insurer tie-up is configured individually with its own products, commission terms, and validation rules up to your panel limit. You can track performance, statements, and reconciliations separately per insurer.
Insureops automatically tracks every expiry and triggers proactive outreach via WhatsApp, SMS, and Email at 60, 30, and 15 days. High-value renewals escalate to team leads so nothing lapses due to staff absence.
No. Insureops is low-code: forms, stages, fields, and workflows are editable directly by your team and go live immediately upon publishing without vendor tickets or change fees.
Yes. Statutory IRDAI corporate agency registers and periodic returns are produced automatically from live data in one click, eliminating manual spreadsheet assembly.
