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Resources & Insights

Expert perspectives on insurance broker technology, operations, compliance, and growth strategies for the Indian market.

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TECHNOLOGY10 min read

Why 70% of Insurance Brokers Still Use Excel — And What It's Costing Them

Most Indian insurance brokers manage policies, commissions, and renewals in Excel spreadsheets. This article explores the hidden costs — lost renewals, commission leakage, compliance risks, and the real ROI of switching to a dedicated broker management platform.

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COMPLIANCE15 min read

Complete IRDAI Compliance Guide for Insurance Brokers in 2026

A comprehensive walkthrough of every IRDAI compliance requirement for insurance brokers — from KYC/CKYC verification and DLT registration to audit trail requirements, data retention policies, and annual reporting formats.

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AI12 min read

How AI Is Transforming Insurance Brokerage Operations in India

From renewal prediction to fraud detection, AI chatbots to commission mismatch alerts — this article explores 7 ways AI is already helping insurance brokers reduce costs, increase revenue, and serve customers better.

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OPERATIONS8 min read

5 Reasons Insurance Brokers Lose Renewals — And How to Fix Each One

The average Indian insurance broker loses 20-30% of renewals every year. This article identifies the five root causes — from late reminders to agent churn — and provides actionable strategies to improve your renewal rate above 85%.

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FINANCE10 min read

Automating Commission Tracking: A Complete Guide for Indian Insurance Brokers

Manual commission tracking costs brokers thousands of hours and lakhs in unrecovered commissions every year. Learn how slab-based automation, TDS calculation, agent wallets, and reconciliation can save your finance team.

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MOBILE7 min read

Why Your Insurance Brokerage Needs a Mobile App in 2026

80% of insurance agents work from the field. 90% of customers check policies on their phone. Yet most broker software is desktop-only. This article makes the case for B2C customer apps and B2B agent apps.

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