RupeeMate-InsurancePage

Insurance Module – Simplified Policy Workflow

Manage insurance leads, proposals, and policy issuance with ease and automation.

Unified policy & travel insurance lead intake

Collect and manage leads from various insurance types—such as travel and health—under one unified interface. This ensures streamlined lead capture and reduces manual efforts.

Dynamic proposal builder & GST/premium invoicing

Create tailored insurance proposals on the fly using a dynamic builder. Auto-generate GST-compliant premium invoices for transparency and compliance.

Plan comparison & bulk-trip upload (Excel)

Easily compare multiple insurance plans to recommend the best fit. Support for bulk upload of travel plans through Excel makes handling group bookings effortless.

Document upload → policy issuance workflow

Automate the policy issuance journey starting from document upload to final approval. Track every stage to ensure compliance and reduce turnaround time.

Rewards & payout receivable integration

Integrate agent commissions, rewards, and payout tracking into a single view. Ensure timely and accurate disbursements for all stakeholders.

Insurance Module – Simplified Policy Workflow

Unified policy & travel insurance lead intake

Dynamic proposal builder & GST/premium invoicing

Plan comparison & bulk-trip upload (Excel)

Document upload → policy issuance workflow

Rewards & payout receivable integration

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