Team and business management for agencies and brokers
Customers, policies, renewals, claims and commission across your advisor network, by advisor and by branch.
Advisors
6
Customers
16
Active policies
26
Overdue renewals
3
Advisor performance
| Advisor | Customers | Premium |
|---|---|---|
| Anita DeshmukhAndheri West | 8 | ₹2,16,600 |
| Kavita PatelNavrangpura | 2 | ₹83,600 |
| Sneha KulkarniKothrud | 2 | ₹60,700 |
| Vikram NairAndheri West | 3 | ₹57,700 |
What the broker workspace covers
Each section below is a screen in the workspace.
Network totals and an advisor performance table
The dashboard shows total and active advisors, customers, policies, premium, renewals, claims and commission. Below it, a table compares advisors on customers, active policies, renewals, premium and lead conversion, so you can see who needs support.
- Totals calculated from the underlying records
- Overdue renewals highlighted per advisor
- Unassigned requests surfaced for assignment
Advisors
6
Customers
16
Active policies
26
Overdue renewals
3
Advisor performance
| Advisor | Customers | Premium |
|---|---|---|
| Anita DeshmukhAndheri West | 8 | ₹2,16,600 |
| Kavita PatelNavrangpura | 2 | ₹83,600 |
| Sneha KulkarniKothrud | 2 | ₹60,700 |
| Vikram NairAndheri West | 3 | ₹57,700 |
A profile for every advisor
List advisors with branch, licence number and status. Open an advisor to see their customers, policies, renewal queue, open claims and commission. New advisors appear as onboarding until their details are verified.
Advisors
- Active
Anita Deshmukh
ADV-3001 · Andheri West, Mumbai
- Active
Sneha Kulkarni
ADV-3003 · Kothrud, Pune
- Active
Kavita Patel
ADV-3005 · Navrangpura, Ahmedabad
- Onboarding
Rohan Mehta
ADV-3006 · Navrangpura, Ahmedabad
Group advisors by branch
Each branch has a manager, a city and its advisors. Branch totals for customers, premium, overdue renewals and open claims show which location needs attention.
Branches
Andheri West, Mumbai
2 advisors · manager Anita Deshmukh
Kothrud, Pune
2 advisors · manager Sneha Kulkarni
Navrangpura, Ahmedabad
2 advisors · manager Kavita Patel
Renewals and claims across the network
See every renewal that is due or overdue regardless of which advisor owns it, and every open claim with its status. Analytics break premium and policy counts down by insurance type, advisor and branch using the records in the system.
Priya Nair
Individual Health Cover · ₹9,800 · Today
ContactedCallWhatsAppMark contactedFarhan Qureshi
Commercial Vehicle Insurance · ₹23,400 · Today
PendingCallWhatsAppMark contactedSunita Joshi
Senior Citizen Health Cover · ₹27,900 · In 3 days
ContactedCallWhatsAppMark contactedRahul Sharma
Comprehensive Car Insurance · ₹14,200 · In 6 days
PendingCallWhatsAppMark contacted
Commission by advisor, with exportable reports
Commission records show premium, rate, amount and payout status per policy and roll up by advisor and month. Reports for advisors, customers, policies, renewals, claims and commission download as CSV.
Commission status
- Paid
Paid
Payout completed
- Processing
Processing
Payout in progress
- Pending
Pending
Recorded, not yet processed
Decide on requests raised by advisors
Advisors raise approvals for premium discounts, policy cancellations, customer reassignments and commission adjustments. You approve or reject each one, and the decision is recorded in the activity log.
Approvals
- Pending
Premium discount
Sneha Kulkarni · Fire & Burglary renewal
- Pending
Customer reassignment
Vikram Nair · Ritu Agarwal
- Approved
Commission adjustment
Kavita Patel · Marine cargo endorsement
See your network in the broker workspace
Sign in with the demo broker account to explore six advisors across three branches, or talk to us about your setup.
- Customer, advisor and broker workspaces
- Sample data ready to explore
- Opens in your browser, nothing to install