Loan and Insurance Application

About This Software

Agent and corporate portal for loan and insurance lead management and policy issuance.

• Product catalog for personal loan, home loan, motor, health, and life products.
• Illustration and premium calculators with PDF quote generation for clients.
• Document checklist, upload, and underwriting status tracking.
• Commission statements for agents with TDS and payout history.
• Renewal reminders for policies; lapse revival workflow for insurance.
• Integration with insurer APIs where available for real-time status.
• Customer self-service to download policy copy and pay renewal premium online.
• Branch hierarchy: ASM, RSM, and national admin dashboards.
• Compliance storage of IRDAI and RBI mandated disclosures on forms.
• Mobile app ready backend for field agents in tier-2 cities.
• ACE IT customizes forms and business rules per partner institution agreement.