PoS Portal Dashboard

PoS-MS

Point-of-Sales Portal for Insurance — Onboarding, Sales & Compliance

A purpose-built PoS solution to digitize agent workflows — from onboarding and KYC to policy issuance, renewals and commission payouts — while keeping IRDAI compliance and supervisory controls at the centre.

Empower Your Business

Accelerate growth and efficiency with intelligent, compliant, and user-friendly tools designed for PoS agents, aggregators, and insurers.

Registration & Onboarding

Seamless digital registration and onboarding for PoS agents with KYC verification, approval workflows, and document upload.

Training & Certification

Integrated e-learning with video modules, online assessments, and IRDAI-compliant certification tracking.

Instant Activation

Quick activation of PoS with secure authentication, profile setup, and system access provisioning.

Online Policy Issuance

Instant generation and e-signing of insurance policies with real-time premium calculations and secure storage.

Business / CRM Management

End-to-end CRM tools for lead tracking, customer interactions, and performance analytics across agents and branches.

Payout Management

Automated commission calculations, payout scheduling, and transparent statements for every PoS partner.

Redefining PoS Distribution

Experience a smarter, faster, and compliant way to manage insurance distribution — built for performance, transparency, and trust.

1

Digitally onboard point of sales personnel

2

Enable them to sell insurance digitally

3

Run business campaigns effectively

4

Calculate and remit commissions for POS partners

5

Manage claims for point of sales agents

6

Help point of sales partners grow their business