Pain: quotes + docs chaos
Policy photo, vehicle details, customer WhatsApp — quote ke liye fields dubara. Portal pe slow typing.
Segment · Insurance Agents
Quotes, renewals, docs, reminders — rate card private. Agent hero.
Asli paisa renewals mein — miss mat hone do.
Policy photo, vehicle details, customer WhatsApp — quote ke liye fields dubara. Portal pe slow typing.
Expiry notebook pe. Jo miss → competitor. Rate card Excel mein — isolation nahi.
Policy OCR, health status, reminders, private rate card. Customer ko lage aap bahut organized ho — platform chatbot feel nahi.
Policy number, insurer, vehicle, start/expiry, OD vs TP (jab likha ho) — photo se. Valid / Expiring Soon / Expired clear.
Premium calculator / quotation assist. Renewal nudges — pehle manual WA draft; Meta ke baad auto jab ready.
Aapka rate-card aapka — doosre agent nahi dekhte. Affiliation / desk support brief: onboarding pe help jab multi-company setup chahiye.
Policy / proposal fields + Chrome assist (coming / soft — live product promise nahi). Scrape / credential store nahi.
Coming / soft direction: fill-only assist. Human Submit. Credentials store nahi. Live product claim nahi — illegal scrape nahi.
Rich policy extract se proposal / KYC-ish fields assist. Aadhaar OCR nahi — customer type jab chahiye.
Quote ke liye customer + vehicle field packs — kam retype, tez options customer ko WhatsApp pe.
Aadhaar kabhi OCR nahi — customer type jab form mein chahiye.
Official insurer portals alag. Kekthal fill-assist + organize — aap Submit dabao, credentials aapke browser session mein. Chrome assist abhi soft / coming.
Calculator + quotation assist soft-live direction. Quotes comparison / commission / claims — roadmap teasers, live promise nahi.
Multi-company comparison teaser — price / coverage side-by-side (roadmap).
Commission tracking teaser — sheet se shortfall dikhe (roadmap).
Claims status assist teaser + premium calculator — trust + quick estimate.