AI-Powered Insurance CRM. Modernize Your Brokerage.

Streamline clients, automate policy extraction, and automate reminders via WhatsApp, SMS, and Email. The only operating system your brokerage needs.

Search policies, claims...

Executive Overview

Real-time performance metrics for Q3 2024

Pending Policies

439

12% from last week

Active Policies

338

+45 new today

Lapsed Policies

37

5.2% churn rate

Monthly Revenue Performance

Aggregated earnings across all insurance categories

₹4,85,000

+12.5% increase

JUN
JANFEBMARAPRMAYJUN

Upcoming Policy Renewals

Customer Name & ID
Policy Type
Amount
Actions
RM

Rajesh Malhotra

#POL-88291-JK

Health - Family Floater

Expires in 3 days

₹24,500
PI

Priya Iyer

#POL-77213-LM

Motor - Comprehensive
₹12,800
AS

Anil Sharma

#POL-99120-OP

Life - Term
₹45,000

Everything You Need to Scale

Stop wasting hours on manual data entry. Our AI handles the heavy lifting so you can focus on building relationships.

Bulk Client Import

Upload thousands of clients in seconds via CSV/Excel.

Client_Data_Q3.xlsx65%
Processing 4,200 records...

Auto AI Extraction

AI automatically reads PDF policy numbers, premiums, and expiry dates from any insurer PDF.

policy_final_v2.pdf
Premium₹18,450.00
Expiry12 OCT 2024

Smart Client Linking

Auto-link clients to policies instantly using fuzzy matching on Policy Numbers and Policy PDFs.

Amit Sharma

ID: OPT-8823

Linked
XDFC DRGO General Insurance
Policy Doc

Health Insurance Policy

Individual & Family Floater Plan — Schedule of Benefits

Policy No.

POL-9928374-X

Insured Name

Rajesh Kumar

Issue Date

12 Oct 2023

Expiry Date

12 Oct 2024

Annual Premium₹12,450.00

Authorised Signatory

Auto-ExtractionDetecting...
InsurerXDFC DRGO Health
Policy NumberPOL-9928374-X
Annual Premium₹ 12,450.00

Extract Data from Any Policy PDF.

Just drag and drop, and watch as client data, premiums, and expiry date are parsed with high accuracy.

  • Auto extraction for 50+ insurance companies
  • Supports policy PDFs with complex layouts, tables, and multiple policies in one document
  • Option to export extracted data directly in CSV/Excel/PDF format

Double Your Renewals. Zero Effort.

Never miss a renewal again. OptiInsure automatically cues up personalized reminders via the channels your clients actually use.

WhatsApp

Direct automated outreach.

Email

Direct automated outreach.

SMS

Direct automated outreach.

Rajesh Sharma

online

TODAY

Sure, please send me the renewal link.

10:32 AM

Secure PolicyVault & Full Admin Audit.

Bank-grade 256-bit encryption for all stored documents. Define roles for admins, and users with access controls and activity logs.

SOC-2 Compliant Infrastructure

Hosted on enterprise-grade cloud infrastructure, with multi-region data redundancy.

Audit Log Trail

Track every download, edit, and access attempt by your team.

Secure Repository Access

ENCRYPTED

HDFC_Life_882.pdf

Owner: Rajesh Kumar • 1.2 MB

Paid

ICICI_Prudential_991.pdf

Owner: Aiav Yadav • 0.8 MB

Pending

Ready to automate your insurance business?

Run your brokerage on autopilot. Reduce up to 85% of manual administrative work.