DWARKESH INSUREPRO — Insurance Business Accounts

BUSINESS CONTROL CENTER

Insurance Accounts Dashboard

Manage policy data, customer records, commissions and daily cash / online settlements from one place.

System Ready

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Policy RecordsMulti-company data

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Saved Policy RecordsView saved policies

REPORTS

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07 • ALL INSURANCE DATA Policy Records • Hisab • Renewal

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Policy Records • Hisab • Renewal

Type	Company	Policy	Customer	Renewal	Premium	Commission

RC Number	Mobile Number	Customer	Agent Name	Policy Number	Premium	Received	Balance	Payment Status	Action
Click Sync Policies to load payment records.

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Motor InsurancePolicy & vehicle

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Health InsuranceCustomer & policy

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Life InsuranceCustomer & policy

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02 • HEALTH INSURANCE

Health Insurance

Customer, policy, premium, commission and renewal details.

HEALTH • CUSTOMER & POLICY

Health Policy & Customer Details

Insurance Company

Policy Number

Product / Plan Name

Policy Type

Policy Issuance Date

Policy Start

Policy Expiry

Renewal Date

Customer / Policyholder

Mobile

Customer ID

Intermediary / Agent Name

Agent Code

Agent Mobile

Sum Insured

Premium Frequency

Place of Supply

Communication Address

Premium

Payment Mode

Commission %

Commission Amount

📄 Health Policy Document

Original policy PDF save થશે અને પછી Saved Recordsમાંથી Download Policy કરી શકશો.

Health customer/policy records are stored separately and also appear in the common Policy Records, Hisab and Renewal views.

🛡️️

03 • LIFE INSURANCE

Life Insurance

Customer, policy, nominee, premium, commission and renewal details.

LIFE • CUSTOMER & POLICY

Life Policy & Customer Details

Insurance Company

Policy Number

Product / Plan Name

Policy Type

Policy Issuance Date

Policy Start

Policy Expiry

Renewal Date

Customer / Life Assured

Mobile

Date of Birth

Customer ID

Nominee Name

Nominee Relationship

Agent / Advisor Name

Agent Code

Sum Assured

Premium Frequency

Premium

Payment Mode

Commission %

Commission Amount

📄 Life Policy Document

Original policy PDF save થશે અને પછી Saved Recordsમાંથી Download Policy કરી શકશો.

Life customer/policy records are stored separately and also appear in the common Policy Records, Hisab and Renewal views.

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01 • MOTOR INSURANCE

Motor Insurance

Upload your motor insurance policy PDF and enter policy, customer, vehicle, premium and commission details.

Insurance Company (Auto Read)

Company select કરો તો parsing વધુ સચોટ થાય. Auto Detect પણ કામ કરે છે.

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Upload Policy Document

PDF Auto Read (SBI, Chola, Digit, Bajaj, Liberty, Magma, UIIC…)

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02 • MOTOR INSURANCE • CUSTOMER & POLICY

Motor Insurance — Policy & Customer Details

Agent Name

Sr. No.

Supplier Name

Insurance Company

Policy Number

Policy Issuance Date

Customer Name

Mobile

RC / Registration Number

Vehicle Make

Vehicle Model / Variant

Engine Number

Chassis Number

Fuel

IDV

Policy Start

Policy Expiry

Renewal Date

Renewal Status

NCB %

Previous Insurer

03 • ACCOUNTS

Premium & Commission Ledger

OD Premium

TP Premium

Net Premium (GST વગર)

GST

Final / Total Premium

Commission Percentage Net Amount

Commission Percentage OD Amount

Payment Mode

Commission On

Commission Amount

04 • BUSINESS OVERVIEW

Business Performance

Total Policy0

Total Net Premium₹0.00

Total Commission₹0.00

SAVED RECORDS

📁 Saved Record Files

તમારી saved insurance policies અહીં અલગ screen માં manage કરો.

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Insurance Accounts Dashboard

🔔 Renewal Reminder Center

Saved Policy Records

Policy Records • Hisab • Renewal

💳️ Payment Status

Health Insurance

Health Policy & Customer Details

Life Insurance

Life Policy & Customer Details

Motor Insurance

Motor Insurance — Policy & Customer Details

Premium & Commission Ledger

Business Performance

📁 Saved Record Files