Built for Indian financial services firms

Every financial service
your firm offers.
One platform.

Insurance. Mutual funds. Advisory. Loans. Corporate benefits. Distribution. CRM to billing — everything connected, finally in one place.

Request a Demo See why it matters
Insurance broking
Mutual funds & ULIPs
Wealth advisory
Loans & DSA
Corporate benefits
Distribution networks
Sound familiar?

Your business has outgrown your software.

Most financial services firms in India run 5 different tools — or 5 different Excel files. None of them talk to each other. Revenue falls through the gaps every day.

"Your insurance clients don't know you also do MF."
Because your insurance system and your MF records have never been in the same place. The cross-sell is sitting right there. You're just not seeing it.
"Your sub-brokers WhatsApp you for their commission."
200 people in your network. No system. No transparency. Every month is a manual reconciliation that takes days and still ends in disputes.
"You built a financial plan in Excel last week."
You spent 3 hours on a retirement plan that could have taken 10 minutes. Your client got a PDF that will be outdated in 6 months with no way to track it.
"You found out a policy lapsed when the client called."
The renewal was in your system. The follow-up wasn't. The client is now considering whether they need a new broker.
The platform

Everything your firm does. One login.

Use one vertical or all six. Every module shares the same client record — the cross-sell is visible without searching for it.

In
Insurance Suite
Policies, renewals, claims, endorsements. GST-compliant brokerage invoicing. TDS tracking. Commission splits to sub-brokers.
The only system that generates a GST invoice to the insurer and tracks TDS deducted — both in one place.
MotorHealthFireMarinePALiability
Mf
Financial Services
Mutual funds, SIPs, ULIPs, bonds. Full portfolio view per client. Trail commission tracked and reconciled automatically.
Trail commission is derived from AUM — never entered manually. IRDAI-format ULIP illustrations built in.
MFULIPBondsSIP
Ad
Advisory Suite
Wealth plans with gap analysis. Risk advisory. Succession planning. Group benefits. Compliance tracking. PDFs on your letterhead, delivery tracked.
Plan templates built once — SIP corpus, retirement, money back, ULIP — used for every client instantly.
PlansGoalsRiskSuccession
Cr
CRM & Pipeline
Leads, quotations, household portfolio view, follow-up reminders. From first contact to placed policy — one flow, no re-entry.
Household view shows insurance + investments + loans for the whole family. The gap is visible before the client asks.
LeadsQuotesHouseholds
Lo
Loans
Loan referral tracking, EMI schedules, lender commission. Same client record as insurance — the cross-sell works both ways.
A client's home loan and their fire policy live in the same record. One conversation covers both.
HomePersonalLAP
Cb
Corporate Benefits
Group health programs, employee census, bulk CSV upload, renewal management for your corporate accounts.
Upload 200 employees in one CSV. The platform manages the census, the policy, and the renewal.
Group HealthCensus
The gap engine

The system tells you who to call next.

InsuranceERP sees every client's complete picture — insurance, investments, loans, and advisory together. It identifies the gaps. It creates the opportunity. You make the call.

From household portfolio rollup to financial plan gap analysis to automated cross-sell nudges — the system surfaces revenue your team is currently missing because the data has always lived in different places.

Live signals from your book
Rajesh Patel · Motor policy renewing in 8 days
No health cover on file for this client or their family. Family floater opportunity visible now.
Create lead →
Sunita Shah · ₹8,400/mo SIP since 3 years
No term insurance recorded. HLV calculation suggests ₹1.2 Cr gap in life cover.
Create lead →
Mehta Enterprises · ₹2.4L annual premium
Corporate client. No succession plan or key-man cover on record.
Create lead →
"These are not reminders. These are revenue opportunities."
Distribution

Your network. Finally under control.

Whether you have 5 sub-brokers or 500 resellers — each partner gets their own login, their own book, their own white-labelled documents. You see everything consolidated. Commissions calculated automatically. No more WhatsApp statements.

Your clients log in to a portal branded as your firm — not InsuranceERP. They see their policies, renewal dates, claim status, and financial plan summary. One tap to request a renewal. You get notified instantly.

Your distribution hierarchy
Your Firm — Head Office
Sees everything · Full consolidated view
Admin
Distributor / Partner
Own login · Own brand · Their book only
Partner
Sub-distributor / Agent
Sees their clients only · Earns their commission
Agent
✓
White-labelled documents per partner
✓
Commission splits auto-calculated
✓
Complete data isolation per level
✓
Client portal on your brand
Why InsuranceERP

What makes it genuinely different.

Not another policy register. Not another CRM. The only platform built for the complete financial services intermediary — from CRM to billing, nothing missing.

01
One client record across every vertical
A client's motor policy, health SIP, term plan, and home loan live in the same record. You see the complete picture. The cross-sell becomes obvious — not something you need to search for.
02
Financial plans in 10 minutes, not 3 hours
Build your plan templates once — SIP projections, retirement, money back, ULIP illustrations. Enter the client's numbers. The system calculates everything. PDF on your letterhead. Delivery tracked.
03
Your data. Encrypted. Yours alone.
Per-client encryption. Per-firm data isolation — your client data is invisible to every other firm on the platform. For firms that need it: full on-premise deployment. We never hand over source code.
04
Built around Indian financial workflows
Six-way premium split. GST invoicing to insurers. TDS under Section 194D. Trail commission on MF. ₹1,00,000 formatting. IRDAI-mandated ULIP illustrations. Not adapted — built from the ground up.
05
CRM to billing — no gaps, no re-entry
Lead → quotation → policy → brokerage invoice → receipt → TDS statement. Every step tracked. Sortable. Filterable. No jumping between systems. No manual re-entry anywhere in that chain.
06
Scales from 3 staff to 500 resellers
One broker with 3 staff or a distribution company with 200 resellers selling insurance, MF, and loans. Same platform. Each level sees their own book. You see everything consolidated, always.

Tell us about your firm.

We'll show you InsuranceERP set up for the way you actually work — not a generic demo.

Whether you do insurance only, or insurance plus MF plus advisory plus loans — reach out and we'll walk you through exactly what's relevant to your firm.
Send us an email →
or call us directly
Call or WhatsApp
+91 98200 16247