Recruit, certify and manage every agent — with RMs and back office on one screen.
Real-time broker & agency dashboard
Eliminate human errors, compliance penalties, and license lapses with automated verification engines.
Auto-reminder dispatched via WhatsApp & Email to agent and RM
Certificate validated and synced with IRDAI portal through Mar 2027
Thresholds: 60 / 30 / 7 days (Configurable by State Board)
Simulated PAN Card Live OCR Processing:
Auto-assigned to Branch RM: Priya N. (Pune West)
Next check-in: Tomorrow at 10:00 AM IST
RM Ravi K. overloaded — 3 cases reassigned to Sneha M.
Rolling 30-day average threshold breached
Automatic re-engagement push task assigned to RM Ravi K.
Alert auto-closed with volume recovery
Configurable permissions and reporting views tailored whether you run an open broker model or hierarchical corporate agency.
Every sub-agent you bring on is a compliance liability the moment you lose sight of their certification.
| Agent | Certificate | Status |
|---|---|---|
| R. Sharma | Valid — Mar 2027 | Active |
| K. Verma | Pending upload (Doc #4) | Pending |
| A. Iyer | Expired — 12 days ago | Suspended |
| P. Nair | Valid — Jul 2027 | Active |
A unified system covering candidate onboarding, exams, hierarchy modeling, and audit compliance.
Bring agents on, track their lifecycle milestones, and offboard cleanly with full documentation intact.
Explore Admin Console →Schedule training modules, auto-score exam attempts, and issue IRDAI certificates instantly upon passing.
Explore Admin Console →Model real reporting lines, from branch relationship managers up to regional leaders and zonal heads.
Explore Admin Console →Spot rising stars and stalled agents with real-time premium volume, persistency, and quotation activity.
Explore Admin Console →A mobile-ready web app where agents self-onboard, upload documents, track commissions, and issue policies.
Explore Agent App →Granular role-based security, ISNP audit log exports, and automatic reporting for IRDAI compliance officers.
Explore Admin Console →Condensed 6-step preview of the onboarding, certify, and renew journey governed by automated backend workflows.
Candidates sign up via mobile number, create their profile, and get mapped to the appropriate branch and Relationship Manager.
Instant AI OCR extracts PAN, Aadhaar QR, and bank passbooks, validating against NSDL and NPCI databases in under 15 seconds.
Self-paced, mobile-first training curriculum covering Life, General, and Health POS syllabi with automatic milestone progress logging.
Online proctored exam evaluates candidates instantly; passing candidates immediately receive their official IRDAI POS certificate.
Agents unlock instant multi-carrier quote comparison, digital proposal generation, and real-time commission tracking in their portal.
Certificate validity tracked in real time with automated reminder dispatches at 60, 30, and 7 days to eliminate compliance lapses.
Engineered specifically for Indian insurance regulatory standards, data privacy, and institutional risk governance.
SOC-2 Type II & ISO 27001 compliant architecture. End-to-end TLS 1.3 in transit and AES-256 at rest for all agent PII.
Immutable, tamper-evident ISNP activity logs. Every document upload, exam attempt, and verification carries a digital timestamp.
Built-in live cross-referencing against the IRDAI registry ensures suspended or expired agents cannot issue policies.
Adaptable hierarchy workflows, custom approval steps, and RM quotas tailored for insurance brokers and corporate agents.
Get your entire POS agent network live with pre-built insurance carrier connections and instant team provisioning.
Create your corporate entity profile in minutes with enterprise security controls and zero upfront infrastructure overhead.
Set up branch hierarchies, assign Relationship Managers, configure product quoting rights, and define escalation cadences.
Invite existing agent rosters via bulk CSV or enable self-registration via mobile web link and QR code.
Agents start quoting, issuing compliant policies, and your operations team monitors full lifecycle health from one screen.
Hear how brokers and corporate agents cut onboarding cycle time from weeks to hours.
“Onboarding used to take us 3 weeks per branch — now an agent is certified and selling policies within 48 hours.”
“We finally have one place where compliance can see every agent's certificate status and prevent regulatory fines.”
“Our RMs spend 70% less time chasing physical paperwork and more time coaching agents to close high-ticket covers.”
Everything you need to know about setup, compliance, pricing, and agent portal access.
InsurePOS is the operating system for your POS agent network: one platform to onboard, certify, manage and renew every agent who sells on your behalf, with RMs and back office working from the same live data.
Every agent's exam attempts, certificate validity and renewal dates are tracked automatically. The platform sends reminders ahead of expiry and flags any agent whose certificate has lapsed.
Yes. Agents can apply, upload KYC documents and track their own status through the POS Agent Portal, while your RMs and back office see the same record update in real time.
Data is encrypted in transit and at rest, every change carries a full audit trail, and access is role-based so each team only sees what its role should under ISNP regulations.
Pricing is based on the number of active agents in your network, so it scales with your book of business rather than a heavy upfront platform license fee.