For insurance agents and brokers in India

Never miss a renewal again.

Midas Portal keeps your customers, policies, claims and leads in one place, and sends the renewal reminder on WhatsApp before you even remember it's due.

Start 14-day free trial Open the live demo

No credit card needed. Cancel any time.

Works for
  • Motor
  • Health
  • Life
  • Home
  • Commercial vehicle
  • Travel

Built around the work an agency actually does.

Not a generic CRM with "insurance" in the name. Every screen started from a broker's spreadsheet.

01

Renewals go out on their own

Upload the insurer's PDF and the policy form fills itself. Midas then tracks the expiry date and sends the WhatsApp reminder 30, 15, 7 and 1 day before, or on whichever days you set.

Policy management
02

Leads turn into policies, with the history intact

Log the enquiry, send a quotation PDF on WhatsApp, set the follow-up. When the customer says yes, the lead becomes a customer without retyping anything.

Lead management
03

Customers stop calling to ask for their policy copy

Each customer gets their own login to download documents, see family members' policies and follow a claim, under your agency's name.

Customer portal

Everything else that's in the box.

Every module is on every plan. Plans differ by users, records and storage, and the mobile app comes with Enterprise.

See all features
CustomersPolicy history, documents and notes for every customer. FamiliesGroup a household and see every policy it holds. AI policy scanUpload a policy PDF or photo; the form fills itself. ClaimsTrack each claim from intimation to settlement. QuotationsCompare insurers and send a branded PDF. WhatsAppReminders, quotations and policy documents on WhatsApp. ReportsPremium, commission and renewal numbers by month.

Priced per year, not per policy.

Every plan starts with a 14-day free trial. Prices exclude 18% GST.

Starter

Perfect for small insurance agencies getting started

₹3,650.00/year
about ₹10/day
  • 1 user
  • 100 customers
  • 50 active leads
  • 1 GB storage
  • 15 free AI scans a month
  • No mobile app (Enterprise only)
Start free trial
Recommended

Professional

For growing agencies with advanced needs

₹5,475.00/year
about ₹15/day
  • 3 users
  • 200 customers
  • 100 active leads
  • 3 GB storage
  • 50 free AI scans a month
  • No mobile app (Enterprise only)
Start free trial

Enterprise

For large organizations with unlimited needs

₹7,300.00/year
about ₹20/day
  • 10 users
  • Unlimited customers
  • Unlimited active leads
  • 5 GB storage
  • 150 free AI scans a month
  • Mobile app included
Start free trial

Compare plans in detail

“Midas Portal transformed our agency operations. The WhatsApp integration alone saves us 10+ hours weekly. ROI was immediate!”
Rajesh Kumar Director, Shield Insurance
“Best insurance software in India! The customer portal reduced support calls by 60%. Our clients love the self-service features.”
Priya Sharma · SecureLife Agency
“The automated reminders and analytics helped us increase renewal rates by 35%. Excellent platform with outstanding support!”
Amit Patel · Prime Insurance

Talk to the people who build it.

Midas Portal is made by WebMonks Technologies in South Bopal, Ahmedabad. Call us and you'll speak to someone who can actually change the product.

Start free trial +91 80000 71413 Book a walkthrough