Insurance infrastructure to
grow your revenue
and stay close to
your customers

Discovery

Be found by the customers looking for you.

Your free professional identity on the open web. Customers and AI systems can find you when they search for insurance help — and every profile carries a built-in inquiry form, so every visitor can reach you in one tap.

No lead selling. No ads. Visibility based on relevance, not payment.

• Verified profile across Google, ChatGPT, Perplexity, and Gemini
• Listed on the ZaapIn directory of licensed advisors
• Built-in inquiry form on every profile — direct customer contact, your inbox
• Free forever for individuals, firms, and associations

Renewal Engine

Your revenue engine.

Your back-office for the renewals you've already earned. Reads every policy PDF you've ever processed — across 25+ insurers — and turns your drawer into a 365-day calendar of expiring policies, win-back opportunities, and competitor renewals ranked by revenue at stake.

• AI fine-tuned for Indian insurance — reads PDFs across 25+ insurers with 98.8% extraction accuracy
• Segregates your policies into Own / Competitor / Fresh
• Surfaces the next 30, 60, 90 days of renewals — ranked by revenue
• Treats every lost policy as a future win

Insurance Wallet

One tap away, in every customer's pocket.

Most advisors go invisible between renewals — when a claim hits at 11pm, the customer calls the insurer's helpline, not you. The Wallet fixes that. It's a free app you share with your customers: every policy you manage for them appears automatically — no scanning, no setup, no data entry on their end. Your name and contact live inside every policy, so when a renewal is due or a claim happens, you are one tap away.

• All their policies in one place — health, motor, life, home, travel
• Your name inside every policy your customer holds
• Customers can file and track claims directly in the app
• Works on Android and any browser — offline-ready

Foundation

Every inquiry becomes a Lead, Account & Contact.

The shared system of record beneath every ZaapIn module. The moment someone reaches out — from your Discovery profile, a renewal reminder, or a claim in the Wallet — they're captured as a structured Lead, Account, and Contact. One clean record of your whole business that every module reads from and writes to, so you never enter the same customer twice.

Your business is yours. Export everything any time — no lock-in, ever.

• Leads, Accounts & Contacts created automatically from every inquiry
• One unified record of your business — shared by Discovery, the Renewal Engine, and the Wallet
• No data entry — records build themselves as customers and policies come in
• Yours forever — full export, no lock-in, leave any time with your whole business

Insurance needs its own infrastructure.

Most advisors hold the whole business together with memory, calls, and WhatsApp. It usually shows up like this:

• Client details and renewals live across WhatsApp, calls, and memory.
• You're repeating the same explanations again and again.
• Quotes and updates are scattered.
• Your team keeps asking for status clarity.
• It works — but only because you're always on top of it.

None of that is a discipline problem — it's structural.

Your business doesn't move through a sales funnel.

It runs on dates — renewals, claims, premiums, reviews, policy anniversaries — each landing on its own day, every year. A tool built for a linear sales funnel (Lead → Qualified → Won) has nowhere to put any of it.

Commissions are flat. You work across 5+ insurers, because no single insurer serves every customer. You need 100+ customers to make the business work — and you can't spend a full day on one RFQ.

A policy expires on a specific date. You have a 60-day window; miss it and the opportunity is gone for a year. There's no "follow up next quarter." That's why generic tools never fit — they were built for a different problem.