01
POSP Registration & Onboarding
·Digital POSP registration journey
·Agent profile creation
·Mobile and email verification
·Partner / employee referral onboarding
·Application status tracking
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Technology Platform
POSP Services
End-to-End POSP Onboarding & Management Platform
We provide a complete digital platform to help insurance partners onboard, train, certify, manage and support POSP agents through a simple, technology-driven journey.
2 Lakh+
Patients cared for
5,000+
Verified doctors
600+
Districts served
4.8★
App-store rating
Faster onboarding
Automated status tracking
API-first architecture
Scales to large networks
Services we provide
Ten modules covering the full POSP lifecycle — configure the ones your process needs.
02
KYC & Document Verification
·Digital KYC collection
·Aadhaar / PAN and identity document capture
·Document upload and validation
·Profile and document verification
·KYC status tracking
03
Training Management
·Digital training journey
·Training content management
·Training progress tracking
·Course completion tracking
·Training status dashboard
04
Exam & Certification Support
·Exam readiness tracking
·Exam status management
·Certification status
·Automated status updates
·Agent eligibility tracking
05
POSP Data Management
·Centralized POSP database
·Agent profile management
·Document management
·Status management
·Search, filter and reporting
06
IIB / Regulatory Data Support
·Structured POSP data management
·Data preparation and validation
·Support for required regulatory data processes
·Maintain complete audit trail
07
Agent Dashboard
Registration status
KYC status
Training status
Exam status
Certification status
Commission / business info
Notifications
08
Broker / Admin Dashboard
Total POSPs
New registrations
KYC pending
Training pending
Exam pending
Certified POSPs
Rejected / incomplete
Reports & analytics
09
API Integration
API-led integration so the POSP journey connects to your existing systems:
CRM
Insurance portal
Policy administration
Customer management
Payment systems
Internal applications
10
Notifications & Communication
SMS
Email
WhatsApp*
Onboarding alerts
KYC reminders
Training reminders
Exam reminders
Certification notices
*WhatsApp integration where applicable.
The onboarding journey
Registration to agent management — every step tracked and auditable.
01
Registration
02
Mobile / Email Verification
03
KYC & Documents
04
Verification
05
Training
06
Exam
07
Certification
08
POSP Activation
09
Agent Management
Examination, certification and licensing are conducted by the competent authorities and your licensed entity. We provide the technology and operational support around those processes.
Key benefits
Faster POSP onboarding
Completely digital journey
Reduced manual work
Centralized agent management
Better visibility for brokers
Automated status tracking
API-first architecture
Scalable for large networks
Complete audit trail
Easy integration with existing systems
Built for Insurance Partners
Whether you are an insurance broker, corporate agent, insurer or insurance distribution partner, our platform can be configured to fit your existing onboarding, verification, training, certification and agent-management processes.
Insurance Brokers
Corporate Agents
Insurers
Distribution Partners
Broker Operations Platform
Insurance Broker Compliance & Operations
Technology-enabled compliance and operations support for insurance brokers — from POSP onboarding and KYC to training, documentation, audit trails, policy transactions and management reporting.
01
POSP & Agent Compliance
Onboard and track every agent against your process.
Digital POSP onboarding
KYC and profile verification workflow
Agent / POSP status tracking
Document and approval status
02
KYC & Documentation
Collect, verify and store documents in one place.
Digital document collection
Identity and address verification workflow
Customer / POSP document management
Consent and declaration records
03
Training & Certification
Monitor training progress and certificate validity.
General Insurance training tracking
Life Insurance training tracking
Training hours monitoring
Exam and certificate status
Expiry / renewal tracking
04
Policy & Transaction Records
A structured record of every lead through to renewal.
Lead and quote tracking
Proposal workflow
Policy issuance records
Policy document management
Renewal tracking
05
Audit Trail & Record Management
Who did what, and when — captured automatically.
User activity logs
Document history
Transaction history
Status change tracking
Complete digital audit trail
06
Compliance MIS & Reports
Operational reporting for management and review.
POSP / agent reports
Training and certification reports
Policy and transaction reports
Renewal reports
Management dashboards
Exportable MIS reports
Manage POSP onboarding, KYC, training, documentation, policy records, audit trails and reporting from one platform.
NanoInsurance provides technology and workflow support for insurance brokers and authorised insurance distribution partners. Regulatory compliance and statutory responsibilities remain with the respective regulated entity.
Insurance Ecosystem Integrations
Connect your existing insurance systems, insurer APIs, CRM, payment platforms and business tools with NanoInsurance through a unified integration layer.
Insurer APIs
KYC & Verification
CRM
Payments
NanoInsurance
Platform
Unified Integration Layer
WhatsApp / SMS
Documents
Custom APIs
Product APIs
“Already have an API? Connect it with NanoInsurance.”
Integrate your existing technology stack without replacing your current systems.
Insurer Integrations
Quote APIsProposal APIsPolicy issuancePolicy documentsRenewal data
Insurance Product APIs
HealthMotorLifeTravelOther products
KYC & Verification
PAN verificationAadhaar / KYC workflowsIdentity verificationDocument verification
CRM & Lead Management
Lead syncCustomer dataPOSP / agent dataLead status updates
Payment Integrations
Premium paymentsPayment statusReconciliationCallbacks / webhooks
Communication
WhatsAppSMSEmailCustomer notifications
Document & Storage
Policy document storageCloud storagePDF processingSecure access
Custom API Integration
REST APIsWebhooksCustom partner APIsReal-time sync
REST APIsWebhooksSecure AuthenticationReal-time SyncCustom Integrations
One platform. Multiple integrations. A connected insurance workflow.
Integrate supported partner APIs and your existing systems with NanoInsurance. Availability of any insurer, government or third-party API depends on the respective provider's access and agreements.
Trust & Security
Security & Data Protection
Built with security-focused architecture to help protect sensitive insurance, customer, POSP and business data throughout the digital insurance workflow.
SECURITY ARCHITECTURE
User / POSP / Broker
Web, mobile and partner portals
Secure Authentication & Access Control
Login, sessions and role permissions
NanoInsurance Platform
Audit trails · controlled documents
API Security Layer
Authenticated APIs · request validation
Insurance Partners / External Services
Controlled partner access
01
Data Encryption
Encryption in transit using HTTPS/TLS
Secure data transmission
Protection for sensitive information
02
Secure Authentication
Secure user authentication
Role-based access control
Session management
Admin and user access controls
03
Role-Based Access
Broker Admin
Operations Team
POSP / Agent
Sales Team
Customer / Partner access
Permission-based functionality
04
Audit Trails
User activity tracking
Login and access records
Transaction history
Document activity
Status change tracking
05
Document Security
Controlled document access
Secure policy document handling
Access permissions
Document activity tracking
06
API & Integration Security
Authenticated APIs
API access controls
Secure webhooks
Request validation
Controlled partner access
HTTPS/TLS
Role-Based Access
Audit Logs
API Security
Secure Documents
Access Controls
Security is built into every layer of the NanoInsurance digital insurance workflow.
Security-focused architecture and access controls designed to protect sensitive insurance data.