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The Challenges Today's Brokers Face

Running a brokerage in 2024 still means juggling a dozen disconnected tools, chasing spreadsheets, and hoping renewals don't quietly slip away.

Quotes from 10 different insurer portals

No unified view, no side-by-side comparison. Your team switches tabs all day just to give a client a quote.

Commissions tracked in Excel

Manually reconciled every month, prone to errors, disputes, and days of lost time before each payout cycle.

Renewal leakage of 30–45%

Follow-up falls through the cracks. Clients lapse silently. Revenue walks out the door every single month.

No branded self-service portal for clients

Clients call or WhatsApp for every policy copy. You can't offer a modern, digital experience under your own brand.

IRDAI reports take days to compile

Submission deadlines trigger a compliance scramble. Data is scattered across systems, people, and spreadsheets.

Sub-brokers managed via WhatsApp and phone calls

No visibility into sub-broker performance. No digital onboarding. No way to scale your network without chaos.

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BeyondSure Fixes All of This

One platform purpose-built for how Indian brokerage actually works, not adapted from a generic SaaS tool.

One dashboard for all 45+ insurer quotes and issuances

Compare, quote, and issue policies across health, motor, life, travel, and commercial lines, all from a single screen.

Automated commission calculation and sub-broker payouts

BeyondSure calculates commissions based on your agreements and pays sub-brokers in clicks, not days. No more month-end reconciliation nightmares.

Renewal automation via WhatsApp + SMS + email

60-day advance multi-channel sequences with escalation if unresponded. Your renewal leakage drops from 38% to under 9%.

White-label customer portal under your own brand

Your name, your logo, your domain. Clients self-serve policy copies, renewals, and claims, and never see BeyondSure.

IRDAI reports generated in one click, in the correct format

Every mandatory report, every format, ready on demand. Audit-ready at all times. Compliance scrambles become a thing of the past.

Sub-broker onboarding, tracking, and management — all digital

Onboard, train, track performance, and pay your entire sub-broker network from a single dashboard.

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Everything a Modern Broker Needs

Six modules. One login. Built specifically for IRDAI-licensed brokers who want to compete digitally.

Multi-Insurer Quote Engine

Compare real-time quotes from 45+ insurers across health, motor, life, travel & commercial lines. One screen. One login.

White-Label Client Portal

Give your clients a branded self-service portal to view, renew, and manage policies. Your name, your logo, your domain.

Commission Automation

BeyondSure calculates commissions automatically based on your agreements. Pay sub-brokers in clicks, not days.

Renewal Intelligence

Never lose a renewal again. Automated multi-channel reminders start 60 days before expiry, with escalation if unresponded.

IRDAI Compliance Suite

Generate all mandatory IRDAI reports in the correct format, on demand. No more end-of-quarter scrambles.

Sub-broker Management

Onboard, train, track performance, and pay your sub-broker network from a single dashboard.

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What Brokers See After Going Live

Real results from live BeyondSure broker partners across India.

9%

Average renewal leakage for BeyondSure brokers (industry average: 38%)

4x

Commission reconciliation time savings

48 Hrs

Average time to go live on BeyondSure

"I've been running my brokerage for 14 years. BeyondSure is the first technology that actually understands how brokerage works. The renewal module alone recovered ₹80L in premium we were losing every year."

Managing Director, Mumbai-based IRDAI Licensed Broker

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Ready to Run Your Brokerage Digitally?

Book a live demo and see how BeyondSure can transform your brokerage, go live in 48 hours, not 6 months.

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