Settings & Preferences

Manage commercial plan quotas, agency branding, connected devices, appearance themes, and outreach gateways.

Agency Brand Profiles & Letterhead

Configure multi-brand identities, IRDAI/RERA credentials, custom letterhead headers, and bank settlement details.

Active Brand Profiles (0)
Click to switch workspace profile

Brand Identity & Registration

Legal entity registration details and primary organization brand profile.

IRDAI Profile
Palette Presets:

Brand Logo & MinIO Object Storage

Upload your agency emblem or logo for branded PDF statements and letterheads.

AGMonogram

Upload Transparent PNG / SVG Logo

Recommended: 400x120px transparent background. Automatically positioned on notice headers and statements.

For white/light logos

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.

Math Validator Engine
%
Standard LIC / Life FY
%
Standard Renewal GST
%
Mediclaim / Floater
%
Car / 2-Wheeler (18%)
%
Custom rate (e.g. 5.0%, 12.0%, or 18.0%) applied to general/non-life policy parsing.
Active Math Cross-Check: (Installment × Dues) + (Installment × GST %) = Total Due (±₹1.00)Auto-Fixed on Parse
Live PDF Letterhead Preview
Auto-Injected

Agency Brand Name

IRDAI Reg No: PENDING

Office Address Line, City, State Pincode

Phone: +91 XXXXX XXXXX | Email: contact@domain.com

AGSEAL
RENEWAL NOTICE & ADVISORYRef: SETU/2026/8891

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.

Policy #987654321 (LIC Jeevan Labh)Due: Rs. 15,200.00

Settlement Account Details:

HDFC Bank — A/C: XXXXXXXXXXXX

IFSC: XXXX0000000 | UPI: advisor@upi

Authorized Signatory

Authorized Representative

Zero Admin Touch: Whenever you save changes here, all generated PDF renewal statements, WhatsApp links, and client outreach immediately reflect these branding credentials.