Seamless Navigation for Complete Business Control
Dashboard
Your real-time business cockpit displaying overall metrics like total policies, premium collected, profit earned, and partner dues—broken down by month, quarter, and policy type.
Roles
Create and manage role-based access (e.g., Admin, Agent, SM, Telecaller) to control what each user can view and do within the software.
User
Manage login credentials and assign roles to users. Control who can access the system and what permissions they have.
Provider
Maintain a directory of companies or agents who provide you insurance business. Track deal details and performance by provider.