Insurance broker operations workspace
Never miss a renewal
One file per policy: owner, next action, IST dates, and the current term — not another spreadsheet.
InsuOrg is a B2B renewal-operations workspace for IRDAI-licensed Indian insurance brokerages. It records who owns each expiring policy, what the next action is, and which term is current, using Indian Standard Time and rupee amounts.
IST dates and Indian timing
₹ premium at risk tracking
Employees see only assigned work
Excel/CSV bulk ingestion
Sample ops board · Apex Insurance Brokers · live IST clock
The spreadsheet trap
Why Indian brokerages lose renewals every month
Tracking renewals across Excel sheets, personal WhatsApp chats, and disconnected inboxes causes avoidable policy lapses.
No owner on the file
When three executives assume someone else called the client, the cover lapses silently with zero accountability.
Next action not written down
Quotes sit in WhatsApp chats while the 15-day expiry window passes without a recorded next step or callback date.
Expired term mixed with new term
Spreadsheets overwrite old policy rows, scrambling previous claims history and confusing which term is currently active.
On the desk
What you operate from day one
Three surfaces cover triage, the file, and today’s callbacks. Full feature list is on the product page.
Overview dashboard
Overdue files, 7-day and 30-day windows, and total ₹ premium still at risk — calculated in IST.
The renewal file
Owner, stage, next action, 2–3 insurer quotes, and one-click Mark Renewed or Mark Lost.
My Day morning desk
Assigned callbacks for overdue, due today, and follow-ups — employees see only their queue.
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Calculators
Commission Calculator
Estimate gross commission, TDS, net and POSP share from premium.
Open toolCalculators
Renewal Date Calculator
Get expiry and reminder dates from policy start and term.
Open toolCalculators
GST Calculator
Add GST to a base amount using common Indian GST rates.
Open toolMessage Templates
Message Generator
Create copy-ready renewal, quote, claim and payment messages.
Open toolMessage Templates
Renewal Message Templates
30/15/7-day and expiry-day reminders you can copy today.
Open toolMessage Templates
Claim Follow-up Messages
Intimation, surveyor, insurer and settlement follow-ups.
Open toolThree steps
How a policy renewal travels through InsuOrg
From automated expiry alert to binding the new term without overwriting spreadsheet history.
01
Policy approaches expiry
Reminder tasks trigger before expiry. The file appears on Overview with premium at risk.
02
Owner and next action
The assigned broker logs quotes, notes, and the next required callback in IST.
03
Mark Renewed or Lost
Mark Renewed rolls a clean new term. Mark Lost closes the file with a reason. History stays.
Read the full workflowHonest fit
Is InsuOrg right for your office?
Who InsuOrg is for
- IRDAI-licensed brokerages managing 50 to 300+ commercial or retail policies
- Principal brokers who need a named owner on every expiry
- Operations managers replacing Excel plus WhatsApp as the system of record
Who InsuOrg is not for
- Consumers buying bike or health cover online (not a marketplace)
- POSP MLM or agent-network commission apps
- Insurer core underwriting or GST accounting ERP
Book a 12-minute live walkthrough
Overview triage → one renewal file → My Day desk. No credit card.
Request a demo