Agents

Sell Smarter. Earn More.

A mobile-first platform that empowers agents to sell policies, track commissions, service customers, and grow their book of business — all from a single app.

5,000+Agents Onboarded
3xFaster Issuance
Real-TimeCommission Tracking
Agent Dashboard Live
18 Policies SoldThis month
+23%
₹1,42,500 EarnedCommission MTD
Live
7 Renewals DueNext 15 days
Alert
3 Leads PendingFollow-up required
Action
Recent Policies
Policy Customer Plan Status
JB-9041 Amit Patel Gold+ Issued
JB-9042 Neha Gupta Silver Pending
JB-9043 Rajesh Kumar Platinum Issued
Product

MyBimaSathi — Built for Insurance Agents

A dedicated platform exclusively for insurance agents to run their daily business — organized, fast, and mobile-first.

  • Leads & prospects — capture, qualify and follow up from one place.
  • Policies & renewals — manage lifecycle, reminders, and endorsements.
  • Commissions & payouts — transparent tracking and reports.
  • Client communications — templates, SMS & email workflows.
  • Daily business operations — tasks, visits, and settlement tracking.
Go to MyBimaSathi
Active Agents5,000+
Avg. Monthly Earnings₹1.2L
Pricing

Simple, Transparent Pricing

No hidden fees. No surprises. Pick a plan that fits your agency — upgrade anytime.

Monthly Yearly Save 20%

Starter

Perfect for solo agents just getting started with digital tools.

499 / month

+ 18% GST

  • Up to 100 clients
  • Policy tracking
  • Renewal reminders
  • Basic commission tracking
  • Lead management
  • Document storage
  • Role-based access
Get Started

Pro

For established agencies managing teams and high volumes.

1,999 / month

+ 18% GST

  • Unlimited clients
  • All policy types
  • Renewal reminders (SMS + Email + WhatsApp)
  • Full commission analytics
  • Lead management & pipeline
  • Document storage (5 GB)
  • Role-based access & team management
Get Started
Capabilities

Everything an Agent Needs in One Place

From lead capture to policy issuance and renewal follow-ups — every tool designed to help you sell faster and service better.

Plan Comparison & Quoting

Compare plans across insurers, generate instant quotes, and share benefit summaries with prospects — all in real time.

Digital Proposal & Issuance

Submit proposals digitally, collect e-signatures, upload KYC documents, and issue policies without paperwork.

Customer Portfolio

View all customers, their policies, dependents, claims history, and upcoming renewals in a single dashboard.

Renewal Reminders

Automated alerts for upcoming renewals with pre-filled forms, lapse prevention nudges, and one-click renewal initiation.

Claims Assistance

Help customers file claims, track claim status in real time, and coordinate with TPAs for faster settlements.

Lead Management

Capture leads, assign follow-up tasks, track conversion pipelines, and never miss an opportunity.

Workflow

From Lead to Policy in Minutes

A streamlined workflow that eliminates paperwork and reduces issuance time from days to minutes.

1. Capture Lead

Add prospects manually or import from campaigns. Auto-assign based on location, product, or agent capacity.

2. Quote & Compare

Generate multi-insurer quotes, compare benefits side-by-side, and share interactive plan comparison links.

3. Propose & Collect

Digital proposal forms with e-KYC, e-signature, and instant premium collection via payment links.

4. Issue & Deliver

Instant policy issuance with digital health cards delivered via email, SMS, and WhatsApp to the customer.

Sales Pipeline
Lead Product Stage Value
Priya M. Family Gold Quoted ₹28K
Suresh R. Silver Plus Proposal ₹15K
Anita K. Platinum Follow-up ₹42K
Deepak S. Group SME Issued ₹1.2L
Mobile-First

Your Office in Your Pocket

Sell, service, and track — all from your phone. The Jiffy Benefits agent app is designed for agents who are always on the move.

Sell Anywhere

Generate quotes, submit proposals, and collect payments from any location — no laptop needed.

Geo-Tagged Visits

Log customer visits with location stamps, meeting notes, and next-action reminders.

Scan & Upload

Scan KYC documents, medical reports, and claim invoices directly from the camera — OCR-powered extraction.

Push Notifications

Instant alerts for policy issuance, commission credits, renewal reminders, and lead assignments.

9:41
Good morning Agent Vikram
VK
This Month
₹1,42,500
Policies18 Sold
Conversion72%
New Quote
Customers
Renewals
Earnings
Today's Tasks
Follow up: Priya M. Family Gold · Quote sent
10 AM
Renewal: Amit Patel Gold+ · Expires in 5 days
2 PM
Home
Quote
Clients
Earnings
Commissions

Transparent Earnings. Zero Guesswork.

Real-time commission tracking, automated payouts, and detailed earning breakdowns — so you always know exactly what you've earned.

Real-Time Tracking

See commission accruals the moment a policy is issued — no waiting for monthly statements.

Performance Tiers

Unlock higher commission rates as you hit milestones — gamified incentives that reward consistency.

Detailed Statements

Policy-level earning breakdowns, payout history, TDS deductions, and downloadable statements.

Automated Payouts

Direct bank transfers on configurable payout cycles — weekly, bi-weekly, or monthly.

Ready to Supercharge Your Sales?

Join thousands of agents who sell smarter with Jiffy Benefits — mobile-first tools, real-time commissions, and zero paperwork.

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