Settings & Preferences

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

Commercial Plan & Concurrency Entitlements

Select your tier, configure concurrency seats, and inspect autonomous Ed25519 license keys.

Base Subscription Tiers

Solo AdvisorCurrent Active

Solo Starter

Individual LIC & Private Life/Health Agency

₹9,999/year

₹833/mo equivalent (Save ₹1,989)

  • Up to 1,000 Managed Policies (~450 Families)
  • 1 Web Browser + 1 Mobile Phone Slot
  • Instant Tabular PDF/Excel Extraction Engine
  • Automated WhatsApp & Email Renewal Cadence
  • 1-Click PDF Notices with Advisor Logo & IRDAI
Most PopularGrowing Teams

Agency Pro

Agency leaders with 2–5 sub-agents & multiple brands

₹29,999/year

₹2,500/mo equivalent (Save ₹5,989)

  • Up to 10,000 Managed Policies (~4,500 Families)
  • 3 Web Browsers + 5 Mobile Phones Slots
  • Multi-Brand Profiles (Insurance + Realty + Finance)
  • Household Family Graph & Duplicate Contact Merger
  • Phonebook VCF Ingestion & Matching Engine
EnterpriseWhite-Label

Enterprise Brokerage

Corporate brokerages, custom subdomains & dedicated S3

₹99,999/year

Complete white-labeling & custom subdomains

  • Unlimited Managed Policies & Leads
  • 10+ Web Browsers + 25+ Mobile Phones
  • Custom Domain & Dedicated S3/Redis Deployment
  • Sub-agent Commission & Hierarchy Tracking
  • Dedicated Enterprise Account Manager & 24/7 SLA

Scale Concurrent Device Seats On-The-Fly

Inactive / Trial • Plan Required

Expand concurrent staff logins (+₹4,990/yr per seat). Standalone seat expansion applies instantly to your active subscription.

Extra Desktop Web Seats+0 Seats (₹0)

Allows additional operators to log in simultaneously via browser.

Extra Mobile App Seats+0 Seats (₹0)

Allows field agents to sync cards and policies from Android devices.

Selected Seats Configuration:

+0 Seats = ₹0(0 Web + 0 Mobile @ ₹4990/yr)

* Current plan is not active. Standalone seat add-ons require an active plan; proceed with a new subscription to include these seats.