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Trusted by 500+ Insurance Advisors

Create Health Insurance Proposals in Minutes, Not Hours

No more manual age calculations, premium charts, or forgotten renewals. Our software does it all — fast, accurate, and hassle-free.

The Problem: Before Our Software

Insurance advisors used to spend hours on boring, repetitive work:

  • Calculating each member's age by hand
  • Looking through premium charts zone-wise and sum-wise
  • Checking member eligibility for covers manually
  • Manually tracking policy expiration dates
Frustrated advisor with paperwork
60+ minutes per proposal

The Solution: How Our Software Makes It Simple

We built a tool that takes care of all the heavy lifting — no charts, no manual math, no wasted time.

Here's how it works:

1

Add the Primary Member

Just enter the basic contact details

2

Add Family Members with DOBs

The system auto-calculates ages instantly

3

Choose Policy Type & Sum Insured

Pick from supported policies

4

Get a Ready Proposal in Seconds

Premiums, eligible covers, and renewal dates, all calculated automatically

Proposal Form Interface
✨ What You Get

Automatic Proposal Creation

Fast, accurate, and stress-free

Supports 4 Popular Policies

New India (Individual), New India Floater, Asha Kiran, Yuva Bharat

Smart Premium Calculation

Based on age, sum insured, and zone

Intelligent Cover Options

Only shows eligible covers for each member

Automatic Renewal Reminders

Alerts 1 week before expiry

Zero Mistakes

What used to take hours now takes minutes

How It Works

1

Enter Policy Holder Details

Name, Email, Phone, Policy type, Sum insured - just the basics to get started. Our intuitive form makes data entry quick and error-free.

Basic Information Required
Policy holder details form
Family members form with auto-calculation
2

Add Family Members

Add DOB and the system calculates ages automatically. No manual math required! The smart calculator handles all age-related calculations instantly.

Automatic Age Calculation
3

Choose Policy & Sum

Pick from supported policies and sum insured options. Our system shows only eligible options based on member ages and requirements.

Smart Policy Selection
Policy and sum insured selection
Generated proposal with all details
4

Get Instant Proposal

Premiums, eligible covers, and renewal dates calculated automatically in seconds. Everything your client needs to make an informed decision.

Complete Proposal Ready

From Hours to Minutes

No manual math. No mistakes. Just results.

The Results: Why Advisors Love It

Time Saver
What used to take an hour now takes a few minutes
Accurate Every Time
No wrong calculations
Easy Renewals
Never miss an expiry again
Happier Clients
Advisors can suggest multiple options instantly
More Sales
Faster proposals mean happier customers who say 'yes' quicker
Zero Errors
Automated calculations eliminate human mistakes

Real Impact (Numbers That Speak)

80%
Faster proposal generation
100%
Accurate calculations
0
Missed renewals
Higher conversion rates

What Users Say

"
Earlier, creating a proposal for one family was a headache. We had to calculate ages, check charts, and double-check everything. Now, I just enter details and get the full proposal in minutes. My clients are happier, and I never miss a renewal.
Insurance Advisor
Baroda

Make proposals simple. Save time. Keep clients happy.

Join hundreds of insurance advisors who have transformed their workflow