Frequently Asked Questions

Mobinsure Agent / Broker software is a cloud-based application designed exclusively for Insurance Agents and Intermediaries. Our vision is to provide our customers (agents & intermediaries) with Insurance specific features that are rightly apt for their business.

This cloud software is bringing together a wide range of applications making it easier for agents and intermediaries to manage all their work at one platform. Few of the key features are:

  • Premium Calculator for Motor, Life & Health Insurance
  • Renewal SMS Reminders
  • Customer Tracking
  • Customer Data Upload
  • Customer Birthday Wishes
  • Lead Tracking
  • Schedule Meetings
  • Premium Summary Report
  • Documents Tracking
  • Sales Personnel Tracking etc…

Please select Agent or Broker Tab on main page which will take you to our portal page https://www.sahainsure.com/agent or https:// www.sahainsure.com/broker

We ask you for your email address, name and phone no to secure your account details. Once you key in your details and signup, you receive the login credentials in your email. You can use these credentials to login to application at the top portion of the portal page.

This gives you the access for the application for  14 Days of your Free Trial. Once you are satisfied with the application you can subscribe to the paid version as per your required package i.e Basic, Moderate, Advanced & Business.

We offer various versions of our software, starting from Basic version to Moderate, Advanced, Business and Enterprise. Click here to see subscription details

No. Nobody else can see your data. We offer security at multiple levels to ensure that your data is not viewed and edited by anyone

You need not have multiple excels to track your customers any more. All your customers’ data can be tracked in the software effectively along with their various Insurance Policy details of Motor, Life, Health, Fire & Burglary, Travel, Personal Accident, Marine and Misc. at one place.

You can upload your customer’s data with the following steps:

  1. Select Services option from menu
  2. Select Customers; customers page opens
  3. Click on Upload button and select “UPLOAD CUSTOMERS”. Download the sample Excel format “SAMPLE UPLOAD EXCEL FILE”. A sample file will be downloaded
  4. Give details of all your customers in the sample upload Excel downloaded file and save it in your system.
  5. Select Upload Excel File and choose the file to be uploaded, click on Continue
  6. Check the count of OK and ERROR rows and proceed by clicking submit.
  7. If there are ERRORs, click on Download OK/Error status file, which shows detailed description of errors. Correct the errors and upload the data.

 

You can download your customers’ data with the following steps:

  1. Select Services option from menu
  2. Select Customers; customers page opens
  3. Select Upload button
  4. Click on Download customers

You can open and check the downloaded file for your customers’ data.

Note: By default, the downloaded file will be in stored in Downloads folder of your system (Desktop/Laptop).

Yes, you can add or remove documents for Leads & Customers.

Steps to be followed to add documents for a Lead are:

  1. Select Sales option from menu
  2. Select Leads; leads page opens
  3. Select a lead, lead details page opens
  4. In the Upload Documents Grid of the leads detail page, you can select the required documents to be added or drag and drop the documents.
  5. Click on Submit (tick) button on top of the page to save.

Steps to be followed to add documents for a Customer are:

  1. Select Services option from menu
  2. Select Customers ; customers page opens
  3. Select a customer, customer details page opens
  4. In the Upload Documents Grid of the customer detail page, you can select the required documents to be added or drag and drop the documents.
  5. Click on Submit (tick) button on top of the page to save.

Absolutely! Ensuring high levels of data protection is our responsibility and we take it seriously. 

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