We bring the research of all financial products at one place
We are building software tools for
insurance, mutual fund advisors
for better financial planning
Advisors can use these extremely
sophisticated tools to increase
sales, manage customer data and
We will be the personal assistant
to every advisor working in financial
advisory space, be it insurance agent,
mutual fund distributor, NPS
agent or financial planner.
A tool specially designed to increase the productivity of insurance Advisors which brings illustrations of all companies at one place.
With the help of this product advisor can...
Combine products for various companies.
Prove how ULIP is better than mutual funds.
Use need calculators.
Learn Advanced selling techniques.
Use extremely modern customer reports for advisory.
2. POLICY BANK
Product Comparison is the thing of the future. Insurance and financial advisors are lagging behind online aggregators due to lack of comparison tools but no more.
Policy Bank is a tool specially built for insurance advisors to . . .
Detailed multi product comparison.
Has custom scorecard for easy comparison.
And much more....
3. HEALTH BANK
Now compete with online policy comparison websites. It is the need of the future so we are brining you all the advantages of online comparison and much more.
Health Bank helps you to advice your customers more efficiently through features such as
All the health insurance products at one place
Compare, research or advice any health insurance product
A scorecard system to easily identify most suitable product
Email facility so that customer can easily check the comparison / research
...And much more
With health bank , all advisors will have better offering than online aggregators. We are empowering advisor like never before