Run Your Insurance Brokerage on One Connected System: ReadyBroker
Replace WhatsApp groups and Excel sheets with an Admin Panel for your office and Web & Mobile Apps for your agent team. Agents, policies, renewals, claims and commission, all in one place.
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Still running on WhatsApp, Excel and phone calls?
Information gets lost, commission is calculated by hand and renewals are forgotten. ReadyBroker replaces all of that with one connected system.
| Aspect | Today: WhatsApp, Excel, calls | With ReadyBroker |
|---|---|---|
| Information | ✕Gets lost across chats and sheets | ✓One connected system |
| Commission | ✕Calculated by hand | ✓Calculated automatically |
| Renewals | ✕Reminders get forgotten | ✓Flagged, one-click reminders |
| Business view | ✕No single place to see performance | ✓Dashboard and MIS reports |
What we offer: connected portals & apps that talk to each other
Everything an agent does on their mobile app or web portal shows up instantly in your Admin Panel, and the other way round. Nobody re-types anything.
Admin Panel
Centralized back-office portal to manage policies, active agents, insurers, commission rates, and reconciliations in real time.
- Dashboard: Total premium, policies, active agents and lead conversion in real time.
- Reports: Filter by agent, product, insurer, commission and renewal across any month.
- Product Rules: Control which insurers and products you work with, including GST and rates.
- Customer 360: One record per customer covering policies, family members and past notes.
- Full Audit History: Complete trace of who did what and when, preventing audits and disputes.
- Commission Settlement: Fast automated payouts, TDS calculation and payment records.
Agent App & Web Portal
Full POSP workspace on mobile app and web to capture leads, compare quotes, submit policies, and track commissions on any device.
- Web & Mobile Access: Work seamlessly from Android, iOS mobile app or any web browser.
- Mobile OTP Login: Instant log in with mobile number and OTP, no forgotten passwords.
- Morning Agenda: Clear daily action dashboard of leads to follow up and calls to make today.
- Lead Management: Add and assign leads in under a minute with follow-up call notes.
- Submit Policies: Upload policy documents directly from phone camera or web browser.
- Commission Transparency: See own earned, paid and pending commission anytime in real time.
Who uses ReadyBroker
Every role in your business gets the right level of access, security and tools.
Owner / Master Admin
Sees and controls everything in the business: overall premium turnover, insurer relationships, master commission splits and company-wide growth.
Back-office staff
Handle paperwork and day-to-day operations as Sub-Admin (full operational access) or Policy Staff (works leads, verifies policies and approves documents).
Agents / POSPs
Your commission-earning field agents who sell to customers. They manage leads, generate quotes, submit policies and track payouts from their mobile app or web browser.
Customers
Don't need complicated logins, but every policy, motor vehicle record, claim, renewal date and conversation is organized in one central customer record.
How it works: a normal day, step by step
From onboarding an agent to paying commission, here is what happens in a real working day.
A new agent joins
Invite by email. The agent uploads PAN, Aadhaar, address proof and POSP training certificate. You review, approve, assign a region and choose which products they may sell.
A customer calls in
The agent adds the lead on their phone in under a minute. The office can see it too and step in whenever needed.
Compare insurer quotes, with AI help
The agent enters quotes from two or three insurers. The system writes a plain-English comparison and recommends an option, ready to share on WhatsApp or print as a proposal.
Sell the policy
The agent buys with the insurer as today, then logs the policy and document. After back-office approval, the system works out GST, net premium and the agent's commission from your product rules.
Renewal time
Policies expiring in 30, 60 or 90 days are flagged by urgency. One click sends a renewal reminder by WhatsApp and email.
A claim comes in
The agent logs the claim on the spot. The office tracks it from Filed to In Process to Settled or Rejected, recording the actual amount settled.
Pay commission
The office sees what is owed to each agent and marks it paid once the transfer is made. No forced monthly cycle. Agents see earned, paid and pending in their app.
₹3,914
₹622
₹3,914
See it in action
The agent's dashboard on a mobile phone, and the office's real-time commission screen. Both use realistic sample data for illustration.
Commission & Payout Console
Office Administration View
| Policy | Agent | Premium | Rate | Status |
|---|---|---|---|---|
| Health Comprehensive | Amit Verma | ₹24,500 | 15% | Pending |
| Commercial Transit | Amit Verma | ₹6,500 | Flat ₹650 | Pending |
| Term Shield 100 | Priya Sharma | ₹4,200 | 17.5% | Paid |
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What our clients say
Hear from insurance businesses and brokerages that launched their digital platforms with us.
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Frequently asked questions
No. Your agents keep buying policies from insurers exactly as they do today and simply record the result in ReadyBroker. Live insurer API connections can be added later without rebuilding the system.