All in One Insurance
ERP CRM
From AI policy entry and invoice reconciliation to embedded distribution and client portals — one suite that replaces your entire fragmented legacy stack.
The Hidden Costs of
Mundane Operations
AI automation delivers dramatic improvements across key insurance performance metrics, with processing times reduced significantly and accuracy increased by over 30pp.
~1.6 Lakh
cost in wages for every 1,000 policies booked in the month.
24/100
manual entries have clerical issues. Garbage in, Garbage out.
~70 Lakh
premium potential lost per employee, in mundane operations.
The AI Powered Insurance Suite
Increase underwriting capacity,
Accelerate Sales Cycles
Lead & Customer Management System
A central repository for leads, retail and corporate accounts, contact persons, communication logs.
Opportunity Management System (OMS)
Auto-creates opportunities for upcoming renewals. Log and track all leads, assign sales owners, update status and follow-ups — ensuring a clean handover to Ops.
Quotation Management System (QMS)
Ops can quickly generate accurate, multi-product quotes with sum insured, covers, and branding — ready to share in minutes.
Consolidate & Compare
Upload multiple insurer quotes & instantly get branded, side-by-side comparison.
No lead leakage
Instant ops alerts, auto renewal tracking, and a Kanban pipeline for deals.
The Friction We Erase,
Manage Data like a Pro
Auto Policy Entry
Upload insurer documents and let Vantage extract & fill details. Cut manual input and onboarding time.
Draft Policy for Quick Entry
Capture key details fast, save as drafts, and let AI complete later for accelerated planning.
Smart Shareholding & Commission Mapping
Match statements and partner payouts automatically, flag mismatches, and ensure financial accuracy.
Smart Renewal Reminders & Claim Alerts
Track renewals, lost deals, and ops follow-ups to reduce delays and win more deals.
70%
Less manual ops
3x
Faster onboarding
20+
Hrs saved / week
50%
Fewer claim delays
Smart Reconciliation &
End-to-End Invoicing
Billing & Invoicing
Instantly generate brokerage invoices with GST and insurer breakup.
Commission Tracking
Monitor commissions per policy across lines and teams.
Smart Payout
Auto-generate validated payout files for internal teams and POSPs.
Payment Status View
Stay updated on due, paid, and overdue invoices in real-time.
Instant Expectation Set via Excel
Upload broker share allocations per policy in seconds using Excel templates.
Error-free payouts
Auto-validated, ready-to-upload payout files for internal teams and POSPs.
Faster reconciliation
Match insurer statements to invoices automatically and surface discrepancies.
Policy level accounting
Track commissions, receivables and payables at per-policy granularity.
Never miss commissions
Automated checks and reminders ensure every commission is captured on time.
Comprehensive Management
(Workforce, AI & Analytics)
User & POSP Management
Manage employees and POSPs, their accesses, and reporting hierarchies with our role-based information system.
Sales, Policy & Finance Dashboard
Detailed dashboards on pipeline, performance, top partners, insurer TAT and renewal rates.
Advanced Insights
Drill into comprehensive data with dynamic filters across insurers, employees, product lines and branches for informed decision making.
IRDAI/BAP Format Reports
Generate formatted reports for quarterly, half-yearly and annual submissions across policy and claims.
“One command center for workforce, analytics, and compliance - so leaders focus on strategy, not admin.”
Ready to see Vantage in action?
Book a personalized demo to explore how Vantage can streamline operations and accelerate growth.