Equip Every Agent, Advisor, and Channel Partner with a Seamless, Compliant, and Conversion-Ready Portal.
Agents and advisors remain the backbone of insurance distribution — yet they often work with fragmented, outdated, or overly complex portals that slow down sales, frustrate onboarding, and increase operational dependency.
When agent platforms aren’t intelligent, responsive, or well-integrated, insurers face
of agents say a better digital platform would significantly improve their productivity
of insurers report missed conversion opportunities due to poor agent-side onboarding experiences
Agent experiences must be fast, omnichannel, product-aware, and fully compliant — especially at scale.
Track leads, active proposals, renewal lists, commissions, performance KPIs, and incentive progress
Paperless prospecting with dynamic proposal forms, premium calculators, and instant quote sharing
Instant data fetch from PAN, Aadhaar, DigiLocker, and prior policy history
Life, health, motor, term, group, ULIP — tailored views based on agent role or license type
View real-time policy issuance, medical test status, underwriter comments, and pending documents
Real-time earnings dashboards with breakup by policy, period, and payout tier
Track CPD points, new IRDA modules, sales training videos, and certification status
Proposal-level validation rules, consent logging, suitability scoring, and audit logs
Today’s agents don’t just need a portal — they need a digital assistant that helps them close faster and serve smarter.
We build agent platforms that combine usability, compliance, and product depth — built for both top-performers and new recruits.
Tailored experiences for tied agents, brokers, bancassurance partners, DSAs, and IFAs
100% responsive design with offline quote generation and field-accessible proposal tools
Connect seamlessly to Policy Admin, Underwriting Engine, CRM, Commission Engine, and Document Vault
Activate or deactivate access to lines of business or campaigns per partner, geography, or agent type
Download-ready MIS reports, leaderboards, and incentive dashboards for agent and manager views
Celebrate milestones, alert pending actions, and drive renewals with behavior-based nudges
INT. transforms agent portals from transactional tools into growth engines for every distribution partner.
Let’s evaluate your existing agent platform and uncover what’s blocking scale, sales, and satisfaction.
You’ll receive:
We go beyond maintaining operations—we empower businesses with data, insights, and best practices to stay ahead in an ever-evolving digital landscape.
