Missed conversion
Enquiries get lost between calls, chats and spreadsheets. Without a clear owner, the next follow-up comes too late.
Follow-up overdue
Insurance operations for India
Book more premium. Control leakage. Grow profitably.
Turn enquiries into policies, renew customers on time and collect the brokerage you earn. One connected workspace for your insurance business.
Book a demo- Go live in 3 days
- Adopt module by module
- Built for Insurance Intermediaries
Every policy, connectedCustomer → Cover → Renewal
Workspace / InsuranceIllustrative view
Your book. In focus.
FTPipelineEnquiry to policy
RenewalsEvery next action
BrokerageExpected vs received
Policy pipelineNext actionStatus
Motor renewalFollow-up todayRenewal
Health insuranceQuote sharedProposal
Commercial packageDetails verifiedBooked
Nothing falls throughOne owner. A clear next step.
Built for the way
insurance intermediaries actually work.
Individual agents
Insurance brokers
POSP networks
Sales & renewal teams
Operations teams
Composite brokers
Growth creates leakage when insurance workflows stay disconnected
Manual operations
Policy issuance, verification and MIS closure take more time as the book grows. Re-entering the same information slows everyone down.
Pending verification
Income leakage
Expected brokerage and insurer receipts sit in different files. Short payments and unresolved exceptions are easy to miss.
Difference to review
One operating platform.
Start module by module.
Convert more enquiries into booked premium
Map customers, policies and protection gaps
Improve renewals and persistency
Reconcile expected and received brokerage
Reduce repetitive work with practical AI
Connect teams and insurer workflows
Grow GWP across the customer and policy lifecycle
Enquiry → policy
Give every opportunity a clear next step
Allocate enquiries, track quote discussions and keep follow-ups with the right person. See what needs attention before a promising conversation goes quiet.
- Clear ownership at every stage
- One view of open opportunities
- Follow-ups linked to the customer
Customer → portfolio
Grow from the customer book you already own
Bring individual, household and business policies together. Spot mono-line relationships and protection gaps so your team can start a relevant cross-sell conversation.
- Customers mapped to every policy
- Household and business relationships
- A clearer view of coverage opportunities
Expiry → renewal
Make renewal follow-up part of the workflow
Keep upcoming expiries, renewal ownership and customer responses in one place. Give your team time to act while there is still time to retain the policy.
- A shared renewal calendar
- WhatsApp and voice follow-ups
- An owner and next action for every renewal
Booking → brokerage
Know what you earned. See what arrived.
Compare expected brokerage with insurer receipts, review shortfalls and keep exceptions moving towards resolution. Close the loop from booked policy to realised income.
- Policy-wise and insurer-wise matching
- Visible shortfalls and exceptions
- A traceable reconciliation history
Keep the conversation going.
Keep your team moving.
WhatsApp automation
Send renewal reminders, request missing documents and follow up on quotes through the channel your customers already use.
- Timely, consent-based reminders
- Policy and document follow-ups
- A clear handoff to your team
VoiceIQ voice automation
Automate renewal calls, capture customer intent and hand conversations to your team when a personal touch is needed.
- Multilingual customer conversations
- Renewal calls and response capture
- Human handoff with context
Audit-ready visibility
Keep ownership, policy activity and operational changes visible across teams.
Activity trailToday
Policy verifiedOperations
Renewal assignedSales team
Receipt reconciledFinance
Role-based operating control
Give employees, branches and POSPs access appropriate to their responsibilities.
The right access. For every role.
AdminBranchPOSP
Assigned records & workflows
Start with your weakest workflow. Go live in 3 days.
Book a demoFAQs
Does FiNTRACK provide leads?
No. FiNTRACK helps you manage and convert enquiries generated by your own channels. It gives your team clear ownership, stages and follow-up workflows.
Can we start with one module?
Yes. Start with lead management, customer mapping, policy operations, renewals or brokerage reconciliation. Add the next module as your team is ready.
Which lines of insurance can we manage?
Manage operations across motor, health, life and commercial insurance. Customer and account mapping keeps different policies connected to the same relationship.
How quickly can we get started?
The first module can go live in three days with the required data and workflow decisions ready. We will agree the onboarding scope and responsibilities during your demo.
Can FiNTRACK support our POSP network?
Track activity, ownership and business performance across employees, branches and POSPs, with access appropriate to each role.
How does brokerage reconciliation work?
Match expected earnings against insurer receipts at policy and insurer level. Review differences, assign exceptions and keep a record of how they were resolved.
How do WhatsApp and voice automation fit in?
Use WhatsApp for reminders and document follow-ups, and VoiceiQ for renewal calls and response capture. Your team can take over conversations that need personal attention.
Do we have to replace all our systems?
No. Choose a starting workflow and agree how existing data will be brought in. Available integrations and any additional setup are reviewed during onboarding.