Home → Insurance Broker Management Software

Insurance Broker Management Software

The most comprehensive insurance broking software built for the Indian market. 161 screens, 25+ modules, 6 AI features, 3 portals — customised and deployed for your brokerage in 4-6 weeks.

🏢 Backed by 17+ years of enterprise software expertise — White Pearl IT Solution Pvt Ltd, Est. 2007
Book a Demo → See Pricing
161
Ready-Made Screens
25+
Modules
20+
Insurer Integrations
4-6 Wks
Delivery Time
🤖 AI-First Platform
Real AI. Not marketing.

Six dedicated AI workflows built into the platform — not bolted on. The only insurance broking software in India with deep AI integration that brokers actually use every day.

🎯
AI Renewal Prediction
Scores each policy for renewal probability. Focus your team on policies at risk before they lapse. Recover 8–15% additional renewal revenue.
🛡️
Fraud & Anomaly Detection
Real-time detection of suspicious claim patterns, commission mismatches, ghost agents, and duplicate policies — before they hit your books.
💡
Cross-Sell Recommendations
AI analyses customer portfolio gaps and recommends the right product at the right time to the right agent.
💬
Customer & Agent Chatbot
24/7 conversational assistant on WhatsApp. Policy queries, claim status, renewals for customers. Product info, quotes for agents.
📄
Document Classification
Auto-reads Aadhaar, PAN, RC, policy PDFs. Extracts data. Flags missing fields. Zero manual data entry.
🔍
Commission Reconciliation
Compares insurer credit notes vs expected payouts line-by-line. Alerts on every rupee of mismatch before month-end.
Explore All AI Features in Detail →
Product Modules
Explore Modules

Deep capabilities for every part of your brokerage operations.

📋
Claim Management
End-to-end claim lifecycle. Multi-insurer tracking. IRDAI TAT compliance.
Explore →
🎯
Lead Management
Multi-source capture. AI lead scoring. Smart assignment. Pipeline analytics.
Explore →
🏢
Group Policy Management
Corporate health, GPA, GTLI. Member management. HR self-service portal.
Explore →
🚢
Marine Insurance
Open cover, CoI generation, cargo, transit, project cargo, survey management.
Explore →
Platform Overview
161 screens. 25+ modules. Every workflow covered.

InsureFlow covers the entire insurance brokerage lifecycle — from lead capture to policy issuance, from commission calculation to IRDAI compliance reporting.

What Makes InsureFlow Different

Most insurance broking software in India offers a limited set of features — basic policy tracking, simple CRM, and manual commission management. InsureFlow goes far beyond that. With 312 database tables across 14 schemas, 25 API controllers, and 161 ready-made screens, it is the most feature-complete broker platform available in the Indian market.

Unlike SaaS platforms where you share infrastructure with competitors, InsureFlow is deployed as your own customised platform. You get source code ownership, your branding, your domain, your insurer credentials — complete control over your technology and your data.

3 Portals

Admin back-office, Agent field-sales, Customer self-service — each with dedicated layouts and workflows.

20+ Insurers

Pre-built API adapters for ICICI, HDFC, Bajaj, Tata, Kotak, Star, Care, Go Digit, and more.

6 Product Lines

Health, Motor Car, Motor Two-Wheeler, Travel, Marine, and Term Life insurance.

Mobile Apps

Native Android and iOS apps for both customers (B2C) and agents (B2B).

6 AI Modules

Renewal prediction, fraud detection, chatbot, cross-sell, document AI, commission reconciliation.

Source Code

Full source code delivered. .NET 8 API, Angular 17 frontend, React Native mobile. No vendor lock-in.

Technology Stack

InsureFlow is built on enterprise-grade technologies used by Fortune 500 companies. The architecture follows Clean Architecture principles with separation of concerns, making it maintainable and extensible for years to come.

  • ASP.NET Core 8 — Backend API with 25 controllers and Swagger documentation
  • Entity Framework Core 8 — ORM with SQL Server 2022 database (312 tables)
  • Angular 17 — Modern frontend with standalone components and lazy loading
  • React Native 0.73 — Cross-platform mobile apps for Android and iOS
  • Redis — In-memory caching for performance
  • Razorpay — Payment gateway integration (UPI, cards, NetBanking, EMI)
  • Firebase — Push notifications for mobile apps
  • AWS S3 — Document and file storage
  • Claude AI — Chatbot, fraud detection, and intelligent features
FAQ
Frequently asked questions
How many screens does InsureFlow have?▼
InsureFlow includes 161 ready-made screens across 3 portals (Admin, Agent, Customer), covering every workflow from quote comparison to IRDAI compliance reporting.
What technology is InsureFlow built on?▼
ASP.NET Core 8 backend, Angular 17 frontend, React Native mobile apps, SQL Server 2022 database (312 tables), with Redis caching, Razorpay payments, AWS S3, and Claude AI integration.
Can InsureFlow be customised for my brokerage?▼
Yes. Every deployment is customised with your branding, your insurer integrations, your commission rules, and your workflows. You also receive the full source code with no vendor lock-in.
Who builds and supports InsureFlow?▼
InsureFlow is a product of White Pearl IT Solution Pvt Ltd — an enterprise software company established in 2007 in Gujarat. We have offices in Ahmedabad and Rajkot, with 17+ years of insurance, hospitality, pharma, and finance software experience.