One Platform.
Unlimited Business
Empowering IRDAI licensed brokers, agents, and IMFs with a complete technology stack to manage leads, policies, operations, and growth — securely and efficiently.
6–10
Disconnected systemsper intermediary
40%
Time lost in manualdata entry
2–3 Weeks
Average onboardingtime for PoSP
Manual
Process & reporting inmost organizations
Power Every Step of Your Business
From the first lead to commission settlement.
CRM
Capture, organize, and track every lead in one place. Manage follow-ups, automate reminders, and convert prospects faster.
Tele-calling
Easily manage customer calls, follow-ups, and conversations in one place. Improve communication, track leads, and close sales efficiently.
Comparative Engine
Compare plans across insurers instantly. Generate accurate quotes, highlight benefits, and help customers choose confidently.
Commission & Reconciliation
Manage payouts, track commissions, monitor compliance, and automate financial workflows with complete transparency.
PoSP Onboarding & Training
Onboard, train, and upskill your PoSP network with structured learning modules, assessments, and progress tracking.
Agency Sales Portal
A complete platform for agents to manage customers, track policies, monitor performance, and handle sales activities with ease.
Mobile Apps Integration
Enable agents to sell on the go with mobile access to leads, policy quotes, customer records, and updates in real time.
Reports & Analytics
Get real-time insights into your business performance. Analyze trends, track productivity, and make data-driven decisions.
Explore All Features
A complete suite of tools to run and grow your insurance business
Sales & CRM
CRM
Manage leads, pipeline, follow-ups and customer lifecycle.
Lead Management
Capture, assign and track leads from multiple sources.
Task & Follow-ups
Automate tasks, reminders and follow-ups to improve conversions.
Policy Management
Manage policies, renewals, endorsements and documents.
Communication
Tele-calling
Integrated calling system with call logs and recording.
WhatsApp / SMS
Send automated messages and notifications.
Email Campaigns
Run email campaigns and templates with tracking.
Notifications
In-app and email notifications for important updates.
Insurance Operations
Comparative Engine
Compare plans across insurers and generate quotes instantly.
Commission & Payouts
Track earnings, commissions and manage payouts seamlessly.
Reconciliation
Automated reconciliation with insurers and transparency.
Reports & MIS
Real-time reports and MIS for business insights and decisions.
Portals
PoSP Onboarding
Onboard, train and certify your PoSP network with ease.
Agency Sales Portal
Empower agents to sell, track and grow their business.
Partner / Sub-Broker Portal
Give access to partners with role-based dashboards.
Customer Self Service
Customers can view policies, downloads and request support.
Employee Benefits
EB Group Insurance
Manage employee benefit group policies and enrollments.
Employee Benefit Portal
Self-service portal for employees to access benefits.
Claims Management
Track and manage group insurance claims.
Renewals & Endorsements
Handle renewals and endorsements for group policies.
Reports & Analytics
Reports & Analytics
Analyze trends, track productivity and make data-driven decisions.
Custom Dashboards
Build dashboards tailored to your team's KPIs.
Data Export
Export reports to Excel, CSV or scheduled email delivery.
Performance Tracking
Monitor individual and team productivity over time.
Integrations & API
API
Seamless integrations and real-time connectivity.
Mobile Apps Integration
Mobile access to leads, quotes and records in real time.
Webhooks
Trigger real-time events to your own systems.
Third-Party Integrations
Connect with insurers, payment gateways and more.
System & Security
Role-Based Access
Control what each user or team can see and do.
Data Security
Enterprise-grade encryption and access controls.
Audit Logs
Track every change with a full activity history.
Compliance Management
Stay aligned with IRDAI and regulatory requirements.
Everything You Need. One Platform.
Built for insurance intermediaries to streamline operations, improve efficiency and accelerate growth.
How NanoInsurance Helps
Replace scattered tools and manual work with one streamlined insurance system.
Trusted By Growing Insurance Teams
Trusted by insurance intermediaries to run day-to-day operations with greater speed and control.
Villtec
Insurance Broking
Running NanoInsurance across CRM, comparative quoting and PoSP onboarding for nationwide distribution.
Bimacafe
Insurance Broking
Powering tele-calling, lead routing and end-to-end digital policy issuance.
Trusted. Secure.
Compliant.
Enterprise-grade security and compliance built into every layer of the platform.
