Revolutionizing Insurance Advisory Through AI and Empathy
A comprehensive platform where artificial intelligence meets emotional intelligence. Your co-advisor, collaborator, and companion designed to elevate your performance and purpose.
Your 24/7 Strategic Partner
More than a tool, it's a companion that merges strategic brilliance with authentic partnership. It understands your ambitions and turns potential into success.
- Proactive InsightIdentifies high-priority clients and renewals before you ask.
- Pre-Call BriefsConcise overviews and talking points before every call.
- Next-Best-ActionSmartly prioritized list of who to call and what to discuss.
- "Write-with-AI"Drafts WhatsApps, emails, and proposals in seconds.
- My Day & IncomeManages tasks and projects future income with probability.
- Contextual IntelligenceExplains complex products in simple, client-ready language.
Next-Gen Business Intelligence
Our proprietary NBIA system transforms daily operations from reactive to predictive and proactive.
Dynamic Activity Intelligence
Real-time dashboard synthesizing premium progress, pipeline health, renewal timelines, and conversion probabilities.
Predictive Opportunity Mapping
Identifies cross-sell moments, renewal triggers, and life event opportunities before competitors notice.
Complete Lifecycle Management
Centralizes client data, automates workflows, and manages the policy lifecycle from lead to renewal.
Core Client & Policy
Client 360° Profile, Digital Policy Locker, Family Portfolio Mapping.
Pipeline & Sales
Custom Sales Pipeline, Visual Dashboard, Lead Scoring & Source Tracking.
AI Advisory
AI Policy Recommender, Instant Policy Comparison & Gap Analysis.
Automation
Smart Task Creation, Priority & Recurring Tasks, Collaborative Workflows.
Compliance & Ops
IRDA Compliance Tracking, Commission Projection, Multi-channel Reminders.
Knowledge & Tools
Product Catalog, Network Hospital Lookup, Scheme Details.
Connect Your Entire Team
Transform scattered exchanges into clear, actionable conversations attached directly to every client and case.
- Context-Linked Communication for every lead and policy
- Real-Time Team Collaboration & Task Sharing
- Secure & Auditable Document Sharing
Excellence is Cultivated
Transform insurance knowledge into actionable competence through structured, progressive pathways.
Examination Excellence Suite
Complete IRDA preparation with adaptive testing.
Regulatory Intelligence Hub
Updated IRDA regulations and compliance guides.
Real-World Simulations
Interactive case studies for sales and claims.
Intelligent Multi-Channel Engagement
Orchestrates communication across email, SMS, WhatsApp, and notifications from a single dashboard. Features AI-assisted drafting, automated reminders, and robust delivery tracking.
Agent-Centric User Experience
Mobile-first PWA design with offline functionality. Includes extensive analytics, customizable themes (light/dark), gamification with leaderboards, and seamless calendar integration.
Enterprise Administration
Robust controls for billing, security, communication, and content management.
Billing & Subscription
Manage organization-wide subscriptions, billing cycles, and payment gateway integrations.
Security & Access
Role-Based Access Control (RBAC), SSO, audit logs, and AI explainability.
Communication Mgmt
Centralized setup for Email, WhatsApp API, SMS, and message templates.
Content & Knowledge
Manage insurance catalogs, schemes, network hospitals, and the Knowledge Hub.
Learning Authoring
Create structured syllabi, interactive activities, and adaptive learning paths with AI grading.
Analytics & Config
Performance dashboards, gamification settings, AI model selection, and Playbooks setup.
Built for Scale & Security
A robust, scalable, and secure technical foundation powering the platform.
- Core Infrastructure
Multi-tenant, white-label foundation hosted on Google Cloud. Mobile-first PWA.
- Backend & Data
NestJS (v10), PostgreSQL with pgVector (RAG), Redis & BullMQ for job processing.
- AI & ML Stack
Google Genkit orchestration (GPT, Gemini, DeepSeek), On-device ML (Xenova), Vector RAG.
- Security
Passport.js (JWT), Google SSO, RBAC, OpenTelemetry & Sentry monitoring.
Next.js 16 (App Router), React 19, Zustand, TanStack Query, Tailwind CSS.
Meta WhatsApp API, Twilio, SendGrid, Firebase FCM, Google Analytics.
Why Choose inSuraj.ai.in?
The definitive operating system for the modern insurance professional.
A Partner, Not Just a Platform
Emotional intelligence woven into our core.
Built Only for Insurance
Designed for precise workflows of insurance advisories.
Intelligence That Anticipates
Turns intention into action through simple conversation.
Join the movement that's redefining insurance advisory excellence.
Where technology serves humanity, intelligence empowers wisdom, and every professional finds their path to extraordinary achievement.
Start Your Journey