We MANAGE Insurance Business…

Your “All At Once” Sathi!

BimaSathi is a single insurance portal that brings together users, policies, POSPs, brokerage, accounting, updates, access control, quality-check reports, and billing in one system.We make insurance business Easy, Organised, and Scalable.

Not just a CRM Portal, But your Sathi to Success

Our Key Services…
  • Users Management

    Manage employees, partners, and POSPs.

  • Business Monitoring

    Track policies and business performance in real time from one dashboard.

  • Centralised Business Control

    One powerful grid to view, filter, and control your entire insurance business.

  • Brokerage Management

    Track brokerage accurately without manual effort.

  • Ledger & Accounts Services

    Auto-updated ledgers that give complete clarity on every insurance transaction.

  • Structured Billing

    Create, manage, and track bills seamlessly with organised records.

  • Access Control Services

    Control data access easily with role-based permissions across the platform.

  • Timely Updates

    Get real-time notifications so you never miss important alerts.

InsurTech Needs are Evolving And so are We

More Reasons to Choose BeemaSathi…
  • 1

    Accounting feels hectic,

    Let us handle everything.

  • 2

    Get Real-Time Data

    To support better decisions.

  • 3

    Clarity Over Complexity

    Powerful in control, simple in use.

  • 4

    You said Grid Point,

    We’re ready with the one.

  • 5

    One Platform.

    Complete insurance control.

  • 6

    Brokerage Tracking.

    We count every rupee.

  • 7

    Right Access

    for the right people.

  • 8

    Track Policies,

    Monitor Business.

We Cost Fair. We Build Trust.

Pick one PLAN Get multiple PERKS
  • Silver Plan₹2,999 / Month

    Up to 3,000 Policies

    3 Employees Access

    50 Partners / POSP

    10 GB Secure Storage

    Started
  • Platinum Plan₹4,999 / Month (Annual ₹50,990)

    Up to 7,000 Policies

    7 Employees Access

    80 Partners / POSP

    15 GB Secure Storage

    Started
  • Gold Plan₹7,999 / Month (Annual ₹71,991)

    Up to 10,000 Policies

    15 Employees Access

    150 Partners / POSP

    25 GB Secure Storage

    Started

More than services. More than tools.

BeemaSathi connects your ambition to real business results. To experience every InsurTech possibility

FAQs

BeemaSathi is an insurance business management platform that helps agents to manage, control, and simplify daily operations from one platform.

No, BeemaSathi goes beyond a CRM. It offers complete business control, including Grid Point, Ledger, brokerage, billing, and access management.

BeemaSathi is designed for insurance agents, POSPs, partners, and teams handling insurance operations.

Grid Point is a centralised view where all policies, transactions, and actions come together in one powerful grid.

Yes, you can track brokerage insurer-wise and policy-wise without manual calculations.

Absolutely. BeemaSathi is built to support scalability while maintaining control and clarity.

You can book a demo to understand the platform and set up your insurance business with guided support