We don't deal in hypotheticals. Here's what happened when our partners put BeyondSure to work.
A Mumbai-based wealth management firm with 4,000+ HNI clients had no structured way to cross-sell insurance. Their relationship managers were manually sharing PDFs and forwarding queries to insurers, a process that lost 90% of leads before conversion.
BeyondSure deployed a white-label insurance portal under the firm's own brand. Clients could compare and buy health, term, and motor policies directly. RMs got a dashboard showing client insurance gaps, enabling confident, structured conversations.
"Our RMs now have an insurance conversation with every client because they have a tool that makes it easy. BeyondSure made us look like an insurance firm overnight."
Cross-sell conversion rate improvement
Insurance premium generated in 12 months
Additional insurance staff hired
A mid-size NBFC was disbursing ₹150 Cr/year in personal and vehicle loans with no insurance bundling. They wanted to offer loan protection but assumed getting an IRDAI licence was the only route.
BeyondSure enabled embedded insurance through their IRDAI-licensed broking entity. The NBFC's loan origination system was integrated via API, auto-offering relevant insurance products at disbursement, with zero regulatory burden on the NBFC.
"We thought embedded insurance required months of regulatory groundwork. BeyondSure went live in two days. We didn't need a licence. We needed a platform."
Loan-linked insurance attachment rate in Month 3
Incremental premium in Year 1
From contract signing to first policy issuance
A 12-year-old insurance brokerage in Pune was losing nearly half its renewal book every year, not due to price, but due to follow-up failures. Their team was manually calling clients, often too late to retain them.
BeyondSure's renewal automation module sent WhatsApp, SMS, and email reminders starting 60 days before renewal. Auto-escalation ensured no client fell through. The broker dashboard showed the full renewal pipeline in real time.
"The renewal module paid for itself in the first month. We retained policies we would have just forgotten to follow up on."
Renewal leakage (down from 42%)
Renewal team productivity per agent
Additional premium retained in first cycle
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Maharashtra, India
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