Built by experts. Designed for insurers. Backed by experience.

Simplify Your Insurance Operations with INSURANCE MIS PORTAL

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Welcome to MIS PORT

MIS PORT is more than just software—it's your centralized port where insurance data lands, flows, and lifts off with precision. Whether you're managing leads, reconciling policies, or tracking payouts, MIS PORT ensures smooth sailing across all operations.

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Policy Module

Streamline Policy Management with Smart Automation

Upload Motor Policy

Upload motor insurance policies via Excel or PDF import for faster data entry and automation.

Motor Policy
Upload Non-Motor Policy

Upload health, life, or general insurance policies that are non-motor based. Supports various product types.

Motor Policy
Policy List

Complete list of all entered policies with filters for easy tracking and audit.

Motor Policy
Draft Policy

Policies saved as drafts, pending further editing or approval.

Motor Policy
Approved Policy

Policies that have been reviewed and marked as valid.

Motor Policy
Rejected Policy

Policies that were marked as invalid or returned during review.

Motor Policy
MIS List

View and match imported MIS data with internal policy records to reconcile discrepancies.

Motor Policy
Endorsement / NCB

Track policy modifications like endorsements (changes after issuance) and No Claim Bonus adjustments. Keeps history intact.

Motor Policy
Partner

Manage business partners to whom you assign or pass on business. Define their roles, categories, targets, and payout rules.

Motor Policy

Key Highlights

Unlimited Users

Scale your business without limits. Add agents, managers, telecallers—no cap.

Quarterly Policy Payment Views

Stay ahead with auto-generated policy payment snapshots every 3 months.

Smart Data Import

Seamlessly extract data from PDF or Excel—zero manual effort, maximum accuracy.

Robust Payment Management

Handle all transactions—even in the case of policy cancellations or reversals—with ease.

Future-Safe Policy Bank Mapping

Manage and map policy bank details for future reversals and audits.

Full Policy History

Edit, delete, or recreate past policies—every action is logged, every change is traceable.

Powerful Reconciliation Engine

Match MIS data with portal data to detect discrepancies and rate differences automatically.

Integrated Profit View

Get partner/provider payout, cutpay, profit, and balance—all on a single policy screen.

Auto Rate Update Grid

Rates update themselves using your pre-configured logic. One grid to rule them all.

Multi-Tiered Rate Management

Partner type, base rate, and targets—automatically calculated and updated.

Lead & Renewal Tracker

Assign leads to telecallers, set follow-ups, and track policy renewals in one place.

Advanced Banking Reports

Generate bank-wise, TDS, and provider payment reports including daily expenses (Daybook).

Master Data Control Panel

Manage portal access with child accounts, usernames, and custom passwords.

Role & Permission Manager

Assign precise access rights for Admins, Agents, SMs, and Telecallers.

Custom Login Panels

Dedicated login dashboards for Agents, Sales Managers, and Telecallers.

Dashboard

MIS PORT Dashboard

Overall Business Summary

  • Total number of policies issued
  • Total premium collected
  • Total amount pending with partners
  • Net profit earned across all policies

Quarter-wise Business Performance

  • Number of policies issued each quarter
  • Premium collected in the quarter
  • Pending amounts with partners for the quarter
  • Profit or loss observed during the quarter

Usage of Dashboard Data

  • Track business health at a glance
  • Identify strong and weak months or quarters
  • Monitor financial metrics like collections and payouts
  • Evaluate partner performance and pending settlements
  • Assess profitability over time

Month-wise Performance Drilldown

  • Policies issued
  • Premium collected
  • Amounts pending with partners
  • Profit or loss for each month
Management

Daybook & Expense Management

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Expense Head List

Define and manage different expense categories like marketing, operations, brokerage, etc.

Roles Icon
Expense List

Record daily or transaction-based expenses. Each expense is linked to a head and partner.

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Bank to Bank Transfer List

Track interbank transfers made for partner payments, company transfers, or reconciliations.

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Expense Report

Generate summarized and detailed reports of expenses by date, head, partner, etc.

Reports

Reports and Analytics Overview

Provider Reports
Provider Reports

Report on business brought by individual providers—policy-wise, product-wise, or date-wise.

All Provider Reports
All Provider Reports

Consolidated reports for all providers.

Partner Reports
Partner Reports

Analyze individual partner business, payout, and performance.

All Partner Reports
All Partner Reports

Global partner reports across categories and lines of business.

Branch Reports
Branch Reports

Track branch-wise policy performance, income, and leads.

SM Reports
SM Reports

View sales manager-wise performance and their assigned teams' outcomes.

Policy Reports
Policy Reports

General reporting on all policies—filters by product, status, user, and time range.

Policy History
Policy History

Track edit history, changes made to policies, and endorsements added.

Bank Reports
Bank Reports

Bank-wise policy premium collection and partner payment transactions.

Partner TDS/GST Report
Partner TDS/GST Report

TDS and GST deductions & filings related to partner transactions.

Provider TDS/GST Report
Provider TDS/GST Report

Same as above, but for providers.

Login History
Login History

Track login times, IPs, user activity logs—important for audits and security.

Renewal

Renewal Status Dashboard

Stay ahead with real-time tracking of policies nearing expiration or successfully renewed.

Provider Reports
Policy Expired

Report on business brought by individual providers—policy-wise, product-wise, or date-wise.

Provider Reports
Policy Expiring

Policies approaching expiration. Useful for renewal alerts.

Provider Reports
Policy Converted

Renewed policies converted successfully from expiring or expired ones.

Rate Management

Control & Customize Insurance Pricing with Precision

Provider Reports
Rate List

Maintain base rates for various insurance products and companies.

All Provider Reports
Partner Target

Set performance-based targets for partners. If achieved, partners receive bonuses or special rates based on business lines (motor/non-motor/etc.).

Partner Reports
Rate Search

Quickly find applicable rates by selecting insurer, product type, variant, or category.

All Partner Reports
Partner Category

Classify partners into categories (e.g., Gold, Silver, Franchisee) for differentiated base rate, payout, and access levels.

Dashboard

Lead Management Dashboard

Efficiently create, track, and manage every stage of your sales leads — from initial contact to conversion or closure.

Provider Reports
Create

Add new leads received via website, telecallers, or walkins.

Provider Reports
Lead Converted List

Successfully closed leads that resulted in a policy.

Provider Reports
Lead Tracking

Track each lead's status history, actions taken, and performance by telecallers.

Provider Reports
Lead Pending List

Leads that are new or yet to be contacted.

Provider Reports
Lead In-Process List

Leads currently being followed up by agents or telecallers.

Provider Reports
Lead Lost List

Leads that were not converted to policies due to rejection or non-interest.

Management

Daybook & Expense Management

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Settings

Configure default rules, preferences, and startup behavior of the system.

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Bank

Add and manage the list of your company’s or provider’s banks.

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Policy Type

Define types of policies such as motor, health, life, travel, etc.

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Insurance

Master list of insurance companies you deal with.

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Products

Define products offered by insurers (e.g., Third Party, Comprehensive, Health Cover, etc.).

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Make

Vehicle manufacturer list (e.g., Maruti, Honda, etc.).

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Model

Car or bike model mapping under a manufacturer.

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Variants

Variants within a model like LX, VX, ZXi, etc.

Vehicle Maping

Align Vehicle Types with Master Data

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Vehicle Maping Create

Manually or automatically map insurer's vehicle data to internal master data.

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Maping List

Track mappings done, pending mappings, and mismatches.

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Fuel Type

Master list of fuel types like petrol, diesel, CNG, electric.

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Vehicle Type

Classify vehicles into categories: private car, bike, goods carrier, passenger vehicle, etc.

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