MyPolicyVahan

MyPolicyVahan is an enterprise motor insurance CRM for insurance agencies, POSPs and brokers that run telecalling and field sales teams. It comes as a web app and a mobile app, and replaces scattered spreadsheets, call logs and manual follow-ups with one connected platform that covers the full policy lifecycle, from the first lead to renewal and claim settlement.

Each lead gets a 360° customer timeline with call recordings, KYC documents and the full interaction history. Teams can see which follow-ups are due today, track active quotations, manage approvals and reassign leads in bulk. A quote comparison tool sets premiums from different insurers side by side, broken down into IDV, own damage, third party cover, add-ons and GST, so the sales team can recommend the best option quickly.

Once a policy is issued, the renewal tracker automatically flags renewals due in 15, 30, 60 and 90 days, and staff can renew in one click. Policies can be searched by policy number, registration, engine or chassis number. The claims module tracks every stage: filing, document checks, inspection scheduling, loss assessment and settlement.

MyPolicyVahan also brings HR and field operations into the same platform. Staff punch in and out with their location recorded, punches still sync when the network drops, and managers can see their field team on a live map. Shifts and leave requests are handled in the app. Custom roles for telecallers, team leaders, managers and admins control what each person can access, and managers can drill down through everyone who reports to them. Dashboards have clickable metric cards that open the matching filtered list, and daily operations reports keep management up to date. Push notifications on the mobile app make sure no lead, renewal or claim update is missed.