Insurance Desk
Policies, renewals and dues with WhatsApp reminders, plus quotation PDFs ready to send.
What it does for you
- Policies by client with renewal dates
- Renewal and due reminders on WhatsApp
- Claims tracked to closure
- Quotation PDFs ready to send
- Revenue and commission report
Your own company name, logo and login. Separate from every other client. Works on phone, tablet and desktop.
Everything inside Insurance Desk
The modules this desk ships with. Small additions for your business are part of setup.
Clients
Client details · Contact · History
Policies
Policy list · Renewals · Types
Reminders
Renewal alerts · Dues · WhatsApp
Claims & quotations
Claims · Quotation PDFs
Reports & analytics
Renewals · Commission · Summary
What changes on day one
Every rupee has a record
Payment mode, date and who took it on every entry — no more "I think he paid".
Pending is obvious
Who has not paid this month is highlighted, not buried in a register.
Reminders that send themselves
Receipts, reminders and full statements go to the customer on WhatsApp in one tap.
Simple enough for seniors
Big buttons, two columns, limited options — built to be used at the counter, not studied.
Questions about Insurance Desk
Does it remind clients before renewal?
Yes, WhatsApp reminders go out before the renewal date you set.
Can I generate a quotation PDF?
Yes, ready to send from the desk.
Do I need to be technical?
No. If you can use WhatsApp you can use this desk. We walk your staff through it on a 20-minute call.
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