Manage clients, policies, renewals & commissions — all in one place. Grow your insurance business with the tools you actually need.
Most agents lose revenue not because of fewer clients — but because of broken workflows and scattered data.
Clients lapse because you forgot the renewal date. Lost revenue, lost trust.
Policy details in Excel, client contacts on WhatsApp, documents on email. Zero visibility.
No clarity on what's earned, what's pending, or what's overdue. You deserve better.
Without data, you can't grow. Gut-feel decisions won't scale your agency.
Purpose-built tools designed for how Indian insurance agents actually work — no bloat, no complexity.
Complete client profiles with contact details, family info, and policy history in one unified view.
Track every policy — life, health, motor, fire — with premium details, maturity, and status updates.
Never miss a renewal. Automated reminders via SMS & email keep you ahead of every due date.
Track earned, pending, and overdue commissions across insurers. Know exactly what you're owed.
Capture, qualify, and convert leads with a structured pipeline. Stop losing prospects to chaos.
Generate professional proposals and comparative quotes to impress clients and close faster.
Securely store policy documents, KYC, proposals, and claim forms. Access anything, anywhere.
Admin and agent roles with fine-grained permissions. Scale your team with confidence.
Smart renewal alerts with visual calendar tracking for Motor, Health, Life & more — all in one structured view built for insurance professionals.
An enterprise-grade platform connecting insurer systems, health checkup providers and policy servicing systems via secure, regulated APIs.
Pre-sale proposal submission and validation integrated directly with insurer back-office platforms.
Pre-policy medical check workflows connected with trusted diagnostic and health service providers.
End-to-end policy issuance, e-delivery and ongoing servicing integrations for the full policy lifecycle.
MediGlance Healthcare Services Private Limited is MyBimaSathi's certified integration partner for pre-policy medical workflows and diagnostic coordination.
mediglance.inMyBimaSathi connects directly with MediGlance to deliver a fully digital, end-to-end pre-policy medical workflow — eliminating manual coordination between agents, diagnostic centres and insurer underwriting teams.
Enterprise-grade security — OAuth2, mutual TLS, role-based access and full audit trails built for IRDAI-regulated environments.
No hidden fees. No surprises. Pick a plan that fits your agency — upgrade anytime.
Starter
Perfect for solo agents just getting started with digital tools.
+ 18% GST
Growth
For ambitious agents growing their client base and revenue.
+ 18% GST
Pro
For established agencies managing teams and high volumes.
+ 18% GST
We didn't build another generic CRM. MyBimaSathi is crafted specifically for the Indian insurance agent's workflow.
Built around IRDAI-registered agent workflows, Indian policy types, and local market nuances.
Enterprise-grade security with encrypted data storage. Access your business securely from any device.
Clean, intuitive interface designed for agents — not tech experts. Get started in under 5 minutes.
Works flawlessly on your phone. Manage your business on-the-go — at client meetings or on the field.
Real humans who understand insurance. Get help via chat, email, or phone — in Hindi & English.
Actionable insights, pipeline analytics, and automation to help you scale from solo to agency.
Don't just take our word for it — here's what agents say about MyBimaSathi.
"Before MyBimaSathi, I used to track everything in Excel. I missed 3–4 renewals every month. Now I get alerts automatically and my retention rate has gone up by 30%."
"The commission tracking feature alone saves me 5 hours a week. I finally know exactly what each insurer owes me. This tool has genuinely transformed how I run my agency."
"I manage 3 sub-agents under me. The role-based access lets each one see only their own clients. MyBimaSathi made scaling my business feel effortless."
Join hundreds of Indian insurance agents who are growing faster with MyBimaSathi. Start your free trial today — no credit card required.
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