Scattered records
Clients in one sheet, policies in another, claims in a mail folder. Bima360 keeps one connected record for every client.
Insurance ERP & CRM platform
One platform for your entire insurance brokerage.
Bima360 brings clients, leads, policies, endorsements, claims, commissions and your team into a single system — and gives your clients a portal of their own.
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The whole cycle
From first lead to every renewal, in one flow.
Bima360 follows the way a brokerage actually works, so nothing has to be re-typed or chased across sheets and inboxes.
Client
Group, entities, contacts, RM and CSC
Lead
New or existing client, tracked to a result
Quote
Quote sent, converted or lost with a reason
Policy
Co-insurance, product details, documents
Endorsement
Mid-term changes and instalments
Claim
Intimation, survey, documents, settlement
Renewal
Due dates watched, reminders sent
One client record follows the policy, its claims and its next renewal.
Why Bima360
Replace the patchwork.
Most brokerages run on spreadsheets, forms and long email threads. It works — until a renewal slips through.
Follow-ups that depend on memory
Renewal and lead reminders, instalment notices and pending-document nudges go out on schedule, without anyone remembering to send them.
Little visibility
Managers see pipeline, renewals, claims and team activity as they stand today — not after someone compiles a report.
Features
Everything a brokerage runs on.
Built from real brokerage workflows, module by module.
Clients & entities
Client groups with a named RM and a product-wise CSC. Retail and corporate insured entities with PAN, GST or Aadhaar details, documents, contacts and addresses.
Leads & renewals
New and existing-client leads move from Quote Sent to Converted or Lost, with the reason recorded. Lost cases can be re-entered for the next cycle.
Policies & endorsements
New and renewal policies, co-insurance with leader and follower shares, product-specific details, endorsements and instalments.
Claims
From intimation and survey to documents and settlement — with surveyor details, salvage and reinstatement tracking, and pending-document reminders.
Commissions
Expected against received, per insurer, so gaps in what you are owed are visible.
Declarations & employee benefits
Monthly declaration tracking for marine, fire and sales-turnover policies, plus a monthly GMC / GPA / GTLI endorsement checklist.
Reports & MIS
A client's whole portfolio at a glance, policy history across renewal chains, business MIS, performance scoring and an outlier report that flags overdue and stuck items.
Team & HR
Attendance with check-in and check-out, leave with accruals, regularisation approvals, tasks, meetings and conveyance — in the same system as the work.
Roles & visibility
View, create, edit and delete rights per module, and visibility by RM, CSC, branch and reporting line. Approvals and an activity log keep it accountable.
Client Portal
A portal your clients will actually use.
Clients see their own portfolio without phoning or emailing for it — and reach their relationship manager when they need to.
- Policies at a glance. Active, expired and renewal-due-in-45-days views, with days left and downloadable policy and endorsement documents.
- Claims and compliance. Claim status, declaration status and employee-benefit policy status in one place.
- Ask us anything. Raise a task, query, feedback or complaint — optionally tied to a policy or claim — and it reaches the RM and the product's CSC by email.
- Other policies. Clients can record policies they hold elsewhere, so their renewals can be planned for.
- Simple, secure sign-in. A one-time code is sent to the client's registered email address.
Automation
Follow-ups that happen on their own.
Bima360 sends the routine mail so your team spends its time on clients, not on reminders.
- Renewal and lead reminders to the right client contacts, with the RM and CSC copied.
- Instalment and premium reminders ahead of their due dates.
- Pending-document nudges on open claims until everything is in.
- Insurer pendency mails, grouped by insurance office, for policies and endorsements still waiting.
- Your wording, your rules. Email templates, with rules for who receives each message in To and CC.
Control & accountability
The right people see the right things.
Every module has its own permissions, and what someone can see follows your structure — their own clients, their team's, their branch's, or everything.
- Permissions per role. View, create, edit and delete, set module by module.
- Visibility that follows your hierarchy. RM and CSC ownership, reporting lines and branches decide who sees what.
- Approvals and an activity log, so sensitive changes have an owner and a trail.
For insurance brokers
Run your brokerage on Bima360.
Bima360 was built from the daily work of a working brokerage, and it is available to other brokers who want the same control over clients, renewals, claims and their team.
Your own database
Each broker runs on its own separate database — your data is not mixed with anyone else's.
Your structure
Branches, roles, product categories, insurers and other masters are set up the way your brokerage works.
Proven day to day
In daily use at a working brokerage, across clients, policies, claims, renewals and team management.
Get in touch
See Bima360 with your own workflow.
Tell us about your brokerage and we will show you Bima360 working end to end.
Email: info@mybima360.com