Overview dashboard
Instant triage of overdue files, 7-day windows, 30-day expiries, and total ₹ premium at risk.
Malabar Spices Pvt Ltd
₹4,85,000
Rajesh Sharma (Senior Broker)
Client decision pending
Operational engine
Purpose-built for Indian insurance brokerages
Every workflow is engineered around how licensed broker offices handle renewals, quotes, and client follow-ups — in IST, with rupee amounts, and with role isolation.
What does InsuOrg include? An overview dashboard, a renewal file per expiry, a My Day queue, Excel/CSV import, insurer quote comparison, search and quick notes, and three roles (Broker Admin, Manager, Employee).
My Day morning desk
Actionable IST checklist — overdue, due today, and immediate calls with one-click status updates.
The renewal file
System of record per expiry with 2–3 insurer quotes, owner, stage, next action, and Mark Renewed or Lost.
Excel / CSV bulk import
Import an existing client book and active policy sheet with column mapping instead of retyping.
Instant search and quick note
Search client name, phone, policy number, or vehicle number; log a call note in seconds.
Three-tier roles
Broker Admin owns settings and the full book; Manager runs operations; Employee sees assigned files only.
Multi-line support
Track every insurance line in one desk
From commercial property and marine to corporate group health and liability policies.
Standard Fire & Special Perils
STFI, earthquake, terrorism endorsements, sum insured valuations and asset registers.
POL-F104 · ₹12.5 Cr SIGroup Health (GMC) & GPA
Headcount shifts, family floater endorsements, claims loss-ratios, TPA sync.
POL-G088 · 340 LivesCommercial vehicle & fleets
Vehicle numbers, chassis lookup, NCB protection, IDV calculations and PUC tracking.
POL-V902 · 42 TrucksMarine cargo & transit
Open declaration marine policies, voyage certificates, sales turnover policies (STOP).
POL-M301 · Annual OpenDirectors & Officers (D&O)
Runoff cover, prior act dates, defense costs sub-limits, employment practices liability.
POL-D014 · ₹25 Cr AOPCyber risk & public liability
Third-party liabilities, cloud business interruption, regulatory defense expenses.
POL-C772 · Corporate PolicyStrict security
Role-based access designed for brokerages
Team members only access what they need. Leadership retains visibility over the book.
Broker Admin
Full book accessPrincipal broker and leadership
Manager
Full book operationsOperations head and branch managers
Employee
Assigned files onlyRenewal executives and tele-callers
Sample desk
A renewal file, not a spreadsheet row
Illustrative Apex Insurance Brokers sample. Figures are demo data, not a live customer book.
Apex Insurance Brokers Pvt Ltd · InsuOrg workspace
27d overdue
See this desk on a 12-minute walkthrough
No credit card. Inspect sample Apex files, then map your Excel sheet.
Request a demo