Recruit, certify and manage every agent — with RMs and back office on one screen.
Eliminate human errors, compliance penalties, and license lapses with automated verification engines.
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 Login →Schedule training modules, auto-score exam attempts, and issue IRDAI certificates instantly upon passing.
Explore Login →Model real reporting lines, from branch relationship managers up to regional leaders and zonal heads.
Explore Login →Spot rising stars and stalled agents with real-time premium volume, persistency, and quotation activity.
Explore Login →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 Login →A continuous 6-stage governed workflow that transitions candidates into certified, revenue-generating, and permanently compliant POS partners.
Candidates initiate registration via verified mobile OTP. Geo-IP and pincode telemetry instantly route the candidate to their local branch and dedicated Relationship Manager.
Automated computer vision extracts PAN, Aadhaar QR, and bank passbooks. Real-time API integration with NSDL, UIDAI, and NPCI validates credentials in seconds without human manual review.
Self-paced, mobile-optimized modules covering Life, General, and Health POS guidelines. Biometric attendance and time-lock mechanisms ensure strict regulatory compliance.
Candidates take an AI-proctored regulatory examination. Upon passing, their official IRDAI POS Certificate of Authority and unique registration number are immediately minted and issued.
The new POS agent gains immediate access to compare quotes across 25+ integrated insurers, share instant digital proposals, and issue policies directly to customers.
Certificate lifecycle is monitored continuously. Automated refresher triggers and IRDAI compliance renewals run in the background, eliminating revenue lapse or credential invalidation.
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 bind 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 SSO, role hierarchies, 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, instant WhatsApp, and QR codes.
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.
