Agency Brand Profiles & Letterhead
Configure multi-brand identities, IRDAI/RERA credentials, custom letterhead headers, and bank settlement details.
Brand Identity & Registration
Legal entity registration details and primary organization brand profile.
Brand Logo & MinIO Object Storage
Upload your agency emblem or logo for branded PDF statements and letterheads.
Upload Transparent PNG / SVG Logo
Recommended: 400x120px transparent background. Automatically positioned on notice headers and statements.
Bank Account & UPI Settlement Details
Configure your agency payout account and UPI ID for direct customer payment routing.
Financial & GST Calculation Rules
Configure default GST rates used during PDF parsing and renewal schedule cross-validation for each policy category.
(Installment × Dues) + (Installment × GST %) = Total Due (±₹1.00)Auto-Fixed on ParseAgency Brand Name
IRDAI Reg No: PENDING
Office Address Line, City, State Pincode
Phone: +91 XXXXX XXXXX | Email: contact@domain.com
Dear Valued Client,
This is an advisory reminder from Your Financial Advisor regarding your upcoming life and health policy renewals due for payment this month.
Settlement Account Details:
HDFC Bank — A/C: XXXXXXXXXXXX
IFSC: XXXX0000000 | UPI: advisor@upi
Authorized Signatory
Authorized Representative