Complete Insurance Management Solution
Explore all 14 powerful modules designed specifically for insurance agencies. From CRM to analytics, we've got everything you need to run your business efficiently.
14 Powerful Modules to Manage Everything
Click on any module to learn more about its features and benefits
Customer Management
Complete 360° CRM with customer profiles, policy history, renewal tracking, and communication management.
- Complete customer profiles
- Policy history tracking
- Document storage
- Communication history
Family Management
Group and manage family members with their insurance policies in one organized view.
- Family grouping
- Dependent management
- Family policy tracking
- Shared documents
Customer Portal
Self-service portal for customers to access policies, submit claims, and manage their accounts 24/7.
- Policy dashboard
- Document downloads
- Online claim submission
- Profile management
Lead Management
Powerful lead tracking system with automated workflows and conversion analytics.
- Lead capture & scoring
- Lead assignment
- Follow-up automation
- Conversion tracking
Policy Management
Manage all insurance types with renewal tracking, premium calculations, and document management.
- All insurance types
- Renewal tracking
- Premium calculations
- NCB tracking
Claims Management
Complete claims processing with status tracking and settlement management.
- Claim registration
- Document management
- Status tracking
- Settlement tracking
WhatsApp Integration
Powerful WhatsApp Business API integration for automated messaging and document sharing.
- Bulk messaging
- Template management
- Automated reminders
- Document sharing
Quotation System
Generate professional quotations instantly with customizable templates and PDF export.
- Quick quote generation
- Customizable templates
- Premium breakdown
- PDF export
Analytics & Reports
Comprehensive dashboards and reports for data-driven business decisions.
- Revenue analytics
- Agent performance
- Policy reports
- Custom report builder
Commission Tracking
Automated commission calculations and agent payout management system.
- Auto calculations
- Multi-level commissions
- Payout management
- TDS calculation
Document Management
Secure cloud storage for all policy documents and customer records.
- Unlimited storage
- Category organization
- Version control
- Secure sharing
Staff & Role Management
Manage your team with role-based access control and performance tracking.
- Role-based permissions
- User management
- Activity logs
- Performance metrics
Master Data Management
Centralized management of insurance companies, vehicles, RTOs, and all master data.
- Insurance companies
- Vehicle database
- RTO codes
- Bulk import/export
Notifications & Alerts
Multi-channel automated notifications via Email, SMS, and WhatsApp.
- Renewal reminders
- Multi-channel delivery
- Custom alert rules
- Birthday wishes
Ready to Experience All These Features?
Start your 14-day free trial and see how Midas Portal can transform your insurance business.