We Are Building The Advisory Tools Of The Future:
Partner With Us Now To Be A Part Of The Future Of Financial Advisory...
We are building software tools for
insurance, mutual fund advisors
for better financial planning
Advisors can use these extremely
sophisticated tools to increase
sales, manage customer data and
We will be the personal assistant
to every advisor working in financial
advisory space Be it insurance agent,
mutual fund distributor, NPS
agent or financial planner.
We have wide range of sophisticated
product offerings. It means you will have
plenty of opportunity to sell to
MAKE MORE MONEY
You will make money from every
sell. What More! Every sell also means
regular annuity income for lifetime
Our products are extremely high
quality, well thought out with lot of
emphasis on user experience. A good
product makes sellers job easier
A tool specially designed to increase the productivity of insurance Advisors which brings illustrations of all
companies at one place.
With the help of this product advisor can...
- Combine products for various companies.
- Prove how ULIP is better than mutual funds.
- Use need calculators.
- Learn Advanced selling techniques.
- Use extremely modern customer reports for advisory.
And much more...
Product Comparison is the thing of the future. Insurance and financial advisors are lagging behind online tools due to
lack of comparison tools but no more.
Policy Bank is a tool specially built for insurance advisors to . . .
- Compare products .
- Detailed multi product comparison.
- Has custom scorecard for easy comparison.
- Email comparison.
And much more...
Policy Bank brings the benefit of policy aggregation to every agent’s doorstep. With policy bank and personalised advisory services,
All advisors will have better offering than online aggregators.
We are empowering advisor like never before.
Get earnings calculators on sign up
So what are you waiting for?