Starting from ₹1599
Streamline clients, automate policy extraction, and automate reminders via WhatsApp, SMS, and Email. The only operating system your brokerage needs.
Never miss a renewal again. OptiInsure automatically sends personalized reminders via the channels your clients actually use.
Send personalized messages to your customer's most-used channel.
Optiinsure
online
Deliver professional renewal reminders with clear CTAs.
OptiInsure
10:32 AMto me ▾
OPTIINSURE
Trusted Insurance Services
Hi Rajesh,
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
Reach customers directly with instant, timely reminders.
OptiInsure
OptiInsure Verified
This sender is verified. Tap the link to renew securely.
Stop wasting hours on manual data entry. Our AI handles the heavy lifting so you can focus on building relationships and expanding your business.
Manage your business in a corporate style. Our bulk import and auto-organization features keep your data clean and accessible.
Imported
2,450
Structured
98%
Access your data from anywhere, anytime. Our cloud-based platform ensures your business is always at your fingertips.
Your business runs 24/7, and so do we. Our email auto-fetch feature ensures that you never miss an important policy email.
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
Authorised Signatory
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.
No complicated setup. Just drop files, let the system organize everything and schedule renewal reminders in minutes.
Upload your client list in the Excel format consisting of policy number, client name, email id, and phone number.
Just upload the renewal notice PDFs and let our AI extract the premium amount for you.
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
Choose your reminder date once and your clients get professional reminders automatically on WhatsApp, Email, and SMS.
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.
HDFC_Life_882.pdf
Owner: Rajesh Kumar • 1.2 MB
ICICI_Prudential_991.pdf
Owner: Aiav Yadav • 0.8 MB
Built for everyone.
Silver
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
Gold
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
Platinum
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
Included Across Every Plan
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.
Run your brokerage on autopilot. Reduce up to 85% of manual administrative work.