Everything a broking business needs, in one system that does the work instead of waiting for someone to do it. Renewals chase themselves. Commission rules build themselves. IRDAI reports generate on demand.
Every step from lead capture to claim servicing to commission reconciliation happens automatically across the Insureops suite. Scroll to walk the policy through.
Leads captured, assigned and followed up automatically from website, walk-in, POSP or WhatsApp.
Policies entered in under 20 seconds with AI document extraction or bulk uploaded in one go.
Handle claims and endorsements with full transaction logs.
Renewals that escalate on their own before anything lapses across WhatsApp, Email and SMS.
Inward and outward commissions across your full agent, POSP and sub-broker hierarchy.
IRDAI statutory returns, standard reports, and custom saved reports in one click each.
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.
Commission configuration is the reason most broking systems never get fully adopted. Hundreds of combinations across insurer, product, channel and business book, each entered by hand. Insureops reads the checker sheet you already maintain and creates the rules from it. From then on, every policy accrues correctly the moment it is issued.
Drop documents to upload
Most broking software asks you to change how you work to suit how it was built, then charges you for a change request when you refuse. Insureops is low-code. If a form does not suit you, redesign it yourself. If your process has a step ours does not, add it. On a Tuesday afternoon, not next quarter.
Automation is not about replacing people. It is about who does the repetitive part. When follow-ups, reconciliation, data entry and reporting run themselves, the same team handles a bigger book - and the growth shows up in your income, not your 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 SentMost systems tell you what you sold. The harder questions are which channels are quietly unprofitable, where business is leaking out, and who owns the number that slipped. Insureops answers all three from live data, down to branch, product, channel and individual.
A branch head should not see another branch's book. Your operations team should not see what anyone earns. And seeing is only half of it - who is allowed to issue, approve, refund, export or delete matters just as much. Insureops lets you set both, down to the field and the action.
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. Discover solutions to your challenges and gain insights into our offerings.
It is a single system that runs a broking business end to end - leads, policies, claims, endorsements, renewals, commissions and regulatory reporting. Insureops goes further than holding that information: it performs the routine work automatically, so renewals get chased, commissions get reconciled and reports get produced without anyone starting the task.
No. Workflows, stages, forms and rules are configured to your process, and because the platform is low-code you can change any of them yourself afterwards without raising a request with us.
Yes. Fields, layout and validation are all editable by you, and changes go live when you publish them.
You upload the checker sheet you already maintain and the platform creates the commission rules from it, rather than asking you to build hundreds of combinations by hand.
Yes. Insurer-wise and client-wise statutory reports generate on demand from live data, alongside standard reports and any custom report you have saved.
