Pricing
One price per advisor, unlimited policies. Yearly billing saves two months.
2 months free
Starter
For solo advisors getting organised.
₹999/month
Up to 3 users · 500 clients
- Clients & households
- Policies (all lines)
- Renewal pipeline
- Tasks & reminders
- Meetings & calendar
Most popular
Pro
For a growing practice with a back office.
₹2,999/month
Up to 15 users · 5,000 clients
- Clients & households
- Policies (all lines)
- Renewal pipeline
- Tasks & reminders
- Meetings & calendar
- Claims tracking
- Life-admin expiries
- WhatsApp reminders
- Document vault
Enterprise
Multi-branch agencies with custom workflows.
₹7,999/month
Unlimited users · Unlimited clients
- Clients & households
- Policies (all lines)
- Renewal pipeline
- Tasks & reminders
- Meetings & calendar
- Claims tracking
- Life-admin expiries
- WhatsApp reminders
- Document vault
- Custom workflows
- API access
- SSO
Enterprise+
For big team
₹29,999/month
Unlimited users · Unlimited clients