AI-Powered Insurance Software. Modernize Your Brokerage.

Starting from ₹1599

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

Double Your Renewals with Automatic Reminders

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

WhatsApp

Send personalized messages to your customer's most-used channel.

profile

Optiinsure

online

TODAY
Type a message

Email

Deliver professional renewal reminders with clear CTAs.

Policy Renewal Reminder

Inbox
profile

OptiInsure

10:32 AM

to me ▾

OPTIINSURE

Trusted Insurance Services

Hi Rajesh,

Your Car Insurance
expires in 3 days.

Renew before 15 Oct 2025 to avoid coverage gaps.

Policy

POL-88291-JK

Premium

₹12,450

Vehicle

Hyundai i20

Expires

15 Oct 2025

Secure renewal · OptiInsure

SMS

Reach customers directly with instant, timely reminders.

Back
profile

OptiInsure

Today 10:32 AM
Hi Rajesh, your Motor Insurance policy expires on 15 Oct 2025.
Renewal Amount: ₹12,450.
Tap to renew →

OptiInsure Verified

This sender is verified. Tap the link to renew securely.

Delivered
+
Text Message

Grow your business 3x.

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

Corporate style data management

Manage your business in a corporate style. Our bulk import and auto-organization features keep your data clean and accessible.

Records Organized
LIVE
ClientsPolicies

Imported

2,450

Structured

98%

Auto-cleaning duplicate entries

Business at your finger tips

Access your data from anywhere, anytime. Our cloud-based platform ensures your business is always at your fingertips.

Cloud Sync
Active
Mumbai Office
Mobile Dashboard
Real-time Access

Work doesn't stop for your holidays

Your business runs 24/7, and so do we. Our email auto-fetch feature ensures that you never miss an important policy email.

Email Auto Fetch
New Policy RenewalSynced
Client AttachmentImported
Renewal ReminderScheduled
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

Your PDFs and Emails, Organized Automatically.

Upload your files or let us fetch policy details from your inbox. We read expiry dates and premiums for you, then place everything in one clean client record.

  • Reads policy data from 50+ insurer formats without manual typing
  • Automatically finds policy number, premium, and expiry date from PDF documents
  • Can auto-fetch new policy details from your email inbox as they arrive

How it Works

No complicated setup. Just drop files, let the system organize everything and schedule renewal reminders in minutes.

Upload Your Excel sheet

Upload your client list in the Excel format consisting of policy number, client name, email id, and phone number.

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

Auto fetch Premium Amount from Renewal Notice PDFs

Just upload the renewal notice PDFs and let our AI extract the premium amount for you.

policy_final_v2.pdf
Premium₹18,450.00
Expiry12 OCT 2024

Auto Fetch Renewal Notice from Email

Skip manual upload completely! Just link your email and our system will automatically fetch renewal notices and extract data for you.

Amit Sharma

ID: OPT-8823

Linked

Set Reminder Dates. We Do The Rest

Choose your reminder date once and your clients get professional reminders automatically on WhatsApp, Email, and SMS.

WhatsApp
Email
SMS

Complete Data Security & Access Control

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

Built on 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
Simple Plans. Zero Tech Stress.

Corporate-style management at a price every broker can afford.

Built for everyone.

Silver

Rs. 1599/Month

Reminder Engine

Email + SMS + WhatsApp included

Monthly Limit

1000 reminders / month

Per Policy

2 reminders / policy

Email + SMS + WhatsApp reminders with smart follow-up timing.

Plan Features

  • Monthly reminder capacity up to 1000
  • 2 automated reminders per policy lifecycle
  • Centralized client communication history
  • Standard Support

Gold

Rs. 1699/Month
Add Rs. 100

Reminder Engine

Email + SMS + WhatsApp included

Monthly Limit

3000 reminders / month

Per Policy

3 reminders / policy

Higher-volume omnichannel reminders for growing brokerages.

Plan Features

  • Everything in Silver
  • Monthly reminder capacity up to 3000
  • 3 automated reminders per policy lifecycle
  • Higher-priority support turnaround
Most Popular

Platinum

Rs. 1849/Month
Add Rs. 150

Reminder Engine

Email + SMS + WhatsApp included

Monthly Limit

5000 reminders / month

Per Policy

4 reminders / policy

Maximum reminder depth and throughput for high-performance teams.

Plan Features

  • Everything in Gold
  • Monthly reminder capacity up to 5000
  • 4 automated reminders per policy lifecycle
  • Reports and Analysis Data

Included Across Every Plan

The essentials that keep your brokerage moving every day.

Cancel Anytime. No Compulsion.

Corporate-style management at a price every broker can afford.

Seamless service to your clients is a chance to increase your business 3x.

Maintain your client database in 1 place in a single organised format at the click of a button accessible anytime.

Auto premium fetching from your email.

Auto premium fetching from your renewal notice pdf.

Optiinsure is built for everyone and easy to use.

365 days instant support & service.

Learn how to use from the Demo Videos.

Ready to automate your insurance business?

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