Insurance Agencies & POSP Brokers Web Platforms
Make your expertise clear and the first conversation easy to start.
What your website needs to do.
Multi-Policy Premium Estimator
Interactive lead widget for Health, Motor, Term Life, and Cyber Insurance inquiries.
Automated WhatsApp Renewal Bot
Send 30-day and 7-day automated WhatsApp renewal links to existing policyholders.
Emergency Claim Assistance Desk
1-click claim checklist and document upload for rapid processing.
IRDAI License & POSP Disclosure
Official broker registration display build to establish trust.
Where the work gets held up.
- Lapsed Policy Revenue Loss
- Clients forgetting annual health or motor renewal dates due to lack of automated reminders.
- Complex Policy Comparison Friction
- Prospects dropping off when overwhelmed by policy jargon and dense brochures.
- Disorganized Claim Support Requests
- Panicked clients calling during emergencies without structured document submission.
The systems around it.
Integration options
- WhatsApp Business API
- Zoho / LeadSquared CRM
- Razorpay / Paytm
- Policy APIs
Requirements to review
- IRDAI Advertising Norms
- Consumer Protection Act
- DPDP Act 2023