Brokers

Manage Client Portfolios with Confidence

Compare plans across carriers, streamline renewal workflows, and deliver exceptional service to your clients — all from a single, intelligent platform.

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Active Clients384
Commissions (YTD)₹12.4L
PlanPremiumCoverage
Gold+ ₹18,500 ₹10L
Silver ₹12,200 ₹5L
Platinum ₹24,800 ₹25L
12 Renewals Due
Proposal Accepted
Capabilities

Everything a Broker Needs

Purpose-built tools that help brokers win more business, retain clients, and operate with maximum efficiency.

Multi-Carrier Plan Comparison

Compare benefits, premiums, and network coverage across carriers side-by-side to recommend the best fit for each client.

Client Portfolio Management

Centralized dashboard to track policies, renewals, endorsements, and client communications in one place.

Automated Renewal Workflows

Get notified before renewals, auto-generate comparison reports, and send proposals to clients with minimal effort.

Commission Tracking

Real-time visibility into earned commissions, pending payouts, and historical earnings across all carriers.

Proposal & Quote Generation

Generate branded proposals and quotes in minutes with pre-built templates and automated data population.

Analytics & Insights

Track client utilization, claims ratios, and portfolio performance to advise clients with data-driven recommendations.

Our Products

Comprehensive Software Solutions for Brokers

Explore our suite of specialized applications designed to streamline broker operations, enhance client services, and drive business growth.

JiffyBroker

A comprehensive broker management application for client portfolios, renewals, and commission tracking.

JiffyPOS

Point of sale application for seamless policy sales, quotes, and transaction processing.

JiffyEB

Employee Benefits application tailored for HR and employees to manage benefits and enrollments.

JiffyCards

Bank Cards Insurance application for managing card-related insurance policies and claims.

By the Numbers

Trusted by Brokers Nationwide

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Active Clients
0
Renewal Rate
0
Commissions (YTD)
0
Avg. Onboarding
Dashboard

Your Entire Book of Business, at a Glance

Track every client, policy, and renewal from one unified dashboard. Real-time metrics keep you informed, and smart alerts ensure nothing slips through.

Policy Renewals 92%
Claims Approval 87%
Client Satisfaction 96%
Commission Collected 78%
Pending Renewals27
Proposals Sent143
AT Acme Technologies Active
GS Global Steel Corp Renewal
NF NexaFin Services Active
3 Renewals This Week
Top Broker: Q4
Workflow

How Brokers Use Jiffy Benefits

A streamlined workflow designed to save time and close deals faster.

1. Onboard Clients

Add client details, employee census, and coverage requirements in minutes.

2. Compare Plans

Run side-by-side comparisons across carriers with real-time pricing and benefit details.

3. Send Proposals

Generate branded proposals and share them with clients for review and approval.

4. Bind & Manage

Bind policies, track commissions, and manage the entire lifecycle from one dashboard.

Ready to Grow Your Brokerage?

See how Jiffy Benefits helps brokers win more business and retain clients effortlessly.

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