Built for Independent Brokers & Solo Agents

Run a ₹5 Cr Insurance Book Directly from WhatsApp.

Stop losing 20%+ of your renewal commissions to messy WhatsApp chats. Forward documents to auto-extract policy records with Vision OCR, automate renewal chasing with 1-click UPI links, and sync carrier portals effortlessly.

Test Live AI OCR on WhatsApp Calculate Lost Commission
Bank-Grade Encryption
Zero App Download Needed
Setup in Under 2 Minutes
👆 Click any tab above to see the live WhatsApp workflow in action
3.2s
Avg AI Document OCR Speed
94.2%
Renewal Retention Achieved
₹0
Spent on Data Entry Assistants
100%
WhatsApp Native — No Laptop Needed
The Solo Broker Bottleneck

You Started an Agency to Build Wealth, Not to Type Data into Excel

Here is what happens when you try running 500+ clients without a dedicated automation engine.

❌

The Chaos You Live In Today

Manual typing, lost renewals, and WhatsApp clutter

  • ⚠️
    Lost Renewal Brokerage: 20% to 30% of your clients lapse because you forgot to check the policy expiry date in an old spreadsheet.
  • ⚠️
    15-Minute Data Entry Per Policy: Squinting at phone screens to type names, PAN numbers, and vehicle engine codes into traditional CRMs.
  • ⚠️
    Panicked Midnight Claim Calls: Clients text during emergencies asking for cashless hospital lists while you are away from your laptop.
  • ⚠️
    Portal Fatigue: Logging into HDFC 1Up, Turtlemint, Care, and Star Health portals individually to check commission statements.
✅

The InsureBrokerFlow Autopilot

Hands-free WhatsApp CRM designed for solo brokers

  • 🛡️
    Automated 30/15/7 Day Renewal Nudges: Personalized WhatsApp sequences sent with 1-click UPI links and NCB protection warnings.
  • 🛡️
    2-Second AI Document OCR: Forward any PDF or photo of an Aadhaar/PAN/Policy; customer record is parsed, validated, and saved instantly.
  • 🛡️
    24/7 Emergency Claims Concierge: WhatsApp bot checks policy validity, generates digital health cards, and notifies you immediately.
  • 🛡️
    Automated Multi-Carrier Sync: Syncs issued policies and monthly production numbers from HDFC, Turtlemint, and Prudent automatically.
Engineered for Solo Scale

Five Workflows Built for Maximum Retention

Everything you need to service 1,000+ active clients from a single WhatsApp number.

📄

AI Document Intake & OCR

Trained on thousands of Indian insurance documents. Accurately extracts Aadhaar, PAN, vehicle registration numbers, and 14 underwriting fields with smart deduplication.

Zero Manual Entry
⚡

Renewal Commission Autopilot

Automated WhatsApp sequence fires at +30, +15, +7, and +1 days. Delivers policy schedules and 1-click UPI payment links directly to the policyholder.

94%+ Renewal Rate
🏥

24/7 Claims Concierge Desk

Gives clients immediate reassurance during hospitalizations. Generates digital TPA cards, verifies cashless network hospitals, and stages documentation for you.

Emergency Ready
👨‍👩‍👧

Family 360 & Policy Vault

Automatically groups household members under a family head. Clients can text your bot at any time to receive a branded, consolidated Family Insurance Summary PDF.

Cross-Sell Engine
🔄

Insurer Multi-Portal Sync

Direct sync connectors for HDFC ERGO 1Up, Turtlemint, and Prudent. Automatically reconciles issued policies and commission statements in real time.

Multi-Carrier Book
📱

Mobile-First Broker Portal

A fast, responsive companion web dashboard designed for phones. View active renewals, lapse risks, top insurers, and commission forecasts while on the go.

Pocket Command Center
Commission Protection Calculator

How Much Revenue Are You Leaving on the Table?

Drag the slider to see how automated WhatsApp retention protects your yearly brokerage.

Active Policies in Your Book: 500 Policies
100 Policies (Starting) 1,500 Policies 3,000+ Policies (Top Broker)
💡 Calculation based on industry benchmarks: Avg ₹22,000 premium, 15% renewal brokerage, and preventing unassisted lapse rates from 22% down to 6%.
Renewal Brokerage Preserved
₹2,64,000
/ Year
Data Entry Hours Saved
100 hrs/mo
No staff needed
Target Retention Rate
94.2%
vs 78% industry avg
Straightforward Pricing

Pay Less Than the Cost of One Saved Policy

No setup fees. No long-term lock-in. Cancel anytime.

Solo Broker

For independent agents scaling past spreadsheets.

₹999 / month
Billed annually or ₹1,299 month-to-month
  • Up to 300 active policies
  • WhatsApp AI Vision Document OCR
  • Automated 30/15/7 Day Renewals
  • Mobile-First Web Dashboard
  • Daily Automated Backups
Start 14-Day Free Trial
Most Popular for Top Agents

Pro Broker

Complete autopilot for multi-crore books.

₹2,499 / month
Everything in Solo, plus multi-portal sync
  • Unlimited active policies
  • HDFC 1Up & Turtlemint Auto-Sync
  • Emergency Claims Concierge Desk
  • Family 360 Vault PDF Generator
  • Priority WhatsApp & Call Support
Start 14-Day Free Trial

Agency Team

For boutique agencies with 2 to 5 sub-agents.

₹4,999 / month
Full team collaboration & shared inbox
  • Up to 5 field agent WhatsApp logins
  • Sub-agent commission tracking
  • Lead assignment & routing rules
  • Custom branding on all client PDFs
  • Dedicated Account Manager
Contact for Agency Setup
Frequently Asked Questions

Everything You Need to Know

Clear answers to common questions about WhatsApp CRM workflows.

Can I keep my existing personal or business WhatsApp number? ▼
Yes. InsureBrokerFlow integrates with your designated WhatsApp business number via official cloud APIs. You do not need to buy a new phone or change the number your clients already have saved.
How accurate is the AI OCR when reading Indian policy documents? ▼
Our Vision OCR models are specifically tuned on Indian insurer schedules (HDFC ERGO, Star Health, ICICI Lombard, Tata AIG, Care, New India Assurance) as well as Aadhaar and PAN cards. It delivers over 98% field extraction accuracy and always flags ambiguous numbers for a 1-tap broker confirmation before saving.
Is my client database kept private and isolated from other brokers? ▼
Strictly yes. Every agency and broker operates within an isolated tenant database. Your client phone numbers, policy schedules, and renewal records are encrypted with AES-256 and backed up hourly. We never sell, share, or cross-market to your book.
How does the carrier portal sync work for HDFC 1Up and Turtlemint? ▼
InsureBrokerFlow uses sanctioned session refresh and reconciliation workers that check your portal credentials daily at off-peak hours. It automatically pulls newly issued policies, endorsements, and commission statements directly into your master ledger without requiring manual CSV exports.
What happens if a client doesn't pay their renewal after the WhatsApp reminder? ▼
InsureBrokerFlow runs a structured escalation schedule (+30d, +15d, +7d, +1d). If the policy remains unpaid 7 days before lapse, it alerts you directly on your broker portal with an urgent call reminder so you can speak to the client personally.