Software built for Insurance Agents
Every client's policies in one place: premiums due and renewals on one list, payments and policy copies on each policy, claims followed until they are settled, and your commission worked out on every premium.
Suresh is an insurance agent
No premium or renewal missed
Each morning Suresh sees the premiums due this week, the late ones and the policies renewing soon. One tap opens WhatsApp with the reminder ready, every payment and policy copy sits on the policy, and his report shows what he earned from each insurer.
Sound familiar?
The everyday headaches Saathi360 makes disappear for Insurance Agents.
Missed premiums
A diary and memory decide who gets a call.
Papers everywhere
Policy copies lost in phone galleries.
Commission unknown
No clear figure of what you earned.
Your complete toolkit
One subscription, every module Insurance Agents needs.
Policies
Life, term, health, motor, home, travel.
Premiums & renewals
Due, late and renewing soon.
Payments
Every premium paid, UPI to cheque.
Documents
Policy copies on the policy.
Claims
Filed to settled, with amounts.
Commission
By month and by insurer.
Also included for Insurance Agents
Live in Saathi360 today. Some need Standard or above; see the plans below.
One inbox for every chat
WhatsApp, Instagram and Messenger in one place; reply on the channel the customer used.
IndiaMART & JustDial leads
Enquiries come in by themselves, ready for a WhatsApp reply.
Instant auto-replies
A welcome, answers by keyword and an away message after hours.
Facebook & Instagram posts
Write a post with AI, then publish it to both or schedule it ahead.
Sign-up forms
A ready form for your trade in English, Telugu and Hindi; every entry is a lead.
See it in action
Every premium, every renewal
Monthly, quarterly, half-yearly and yearly premiums come onto one list as they fall due, the late ones first, with the policies renewing soon beside them.
- Due & late premiums
- Renewals ahead
- WhatsApp reminder in one tap
Clients reminded by themselves
Switch on the premium and renewal reminders and they go by WhatsApp or email: once before a premium is due, once more if it is late, and before a health, motor or home policy renews.
- Premium reminders
- Renewal reminders
- Never twice for the same date
Your commission, worked out
Set your first-year and renewal rates on a policy. Each premium paid shows what you earned, and the report adds it up by month and insurer. Staff see it only if you allow.
- First-year & renewal rates
- Report by insurer
- Hidden from staff
A lapsed policy is a lost client
An agent lives on renewals. When a premium is missed the policy lapses, the client is unhappy and the renewal commission is gone.
Saathi360 keeps every policy with its next due date, lists what is due and late each day, reminds clients by WhatsApp or email, and follows each claim until it is settled.
Up and running in 4 steps
Add clients
From Excel or one by one.
Add policies
Premium, due date, renewal.
Remind
WhatsApp or email.
Track
Payments, claims, commission.
Businesses like yours, running on Saathi360
Life insurance agent
Hundreds of policies with monthly and yearly premiums; the due list says who to call today.
Health & motor POSP
Renewals listed a month ahead, and the client reminded before the policy runs out.
Insurance office with staff
Staff work the due list and claims; commission figures stay with the people you name.
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Your customers hear from you at the right moments: order confirmed, payment received, service booked, trip…
Explore →Questions Insurance Agents owners ask
Can I bring in the policies I already look after?+
Will clients be reminded without me sending each message?+
Can my staff see my commission?+
Which plan do I need?+
Run your Insurance Agents business on Saathi360
Every feature free for 30 days. No card, no setup fee. We help you set up on a video call.
Not sure which plan? Help me choose →