MyBimaSathi

Agent management platform for IRDAI-registered insurance agents in India

Distribution & Sales Startup Bootstrapped

Overview

MyBimaSathi is an agency management platform for IRDAI-registered insurance agents in India. Developed by CodeCraze Technologies LLP and headquartered in Pune, the platform is built specifically around Indian agent workflows, covering clients, policies, renewals, and commissions for agents selling life, health, motor, and general insurance.

The platform delivers its core capabilities as a cloud-based SaaS application. Agents can manage unified client profiles, track policies across multiple product lines, receive automated renewal alerts via SMS, email, and WhatsApp, monitor commission earnings, handle lead pipelines, store documents securely, and generate insurance proposals. Role-based access controls allow team management for agencies with multiple staff members. Security features include OAuth2 authentication and mutual TLS encryption aligned with IRDAI regulatory expectations.

The company targets Indian insurance agents at different stages of digital adoption, from solo practitioners starting with their first digital tools to multi-person agencies managing large policy volumes. Bilingual support in Hindi and English reflects its focus on the domestic Indian market. No public funding has been disclosed; the company operates on a bootstrapped basis.

Products & Services

MyBimaSathi Agent Platform

A cloud-based agency management system for Indian insurance agents, covering the operational cycle from client onboarding through renewal and commission settlement.

Key Features

Unified client profiles with contact details, family data, and full policy history
Policy tracking across life, health, motor, fire/general, and travel insurance with premium and maturity date visibility
Automated renewal alerts delivered via SMS, email, and WhatsApp
Commission tracking with performance analytics and earnings reporting
Lead pipeline management for prospecting and follow-up workflows
Encrypted document storage with role-based access controls
Insurance proposal generation tools

Target Users: IRDAI-registered insurance agents and small insurance agencies in India