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 PERKSSilver₹1,499 / Month + GST
✔ Up to 3,000 Policies
✔ 3 Employees Access
✔ 30 Partners / POSP
✔ 10 GB Secure Storage
✔ On Time Support
StartedGold₹1,999 / Month + GST
✔ Up to 7,000 Policies
✔ 5 Employees Access
✔ 50 Partners / POSP
✔ 15 GB Secure Storage
✔ On Time Support
StartedPlatinum₹2,499 / Month + GST
✔ Up to 10,000 Policies
✔ 10 Employees Access
✔ 100 Partners / POSP
✔ 25 GB Secure Storage
✔ On Time Support
StartedEnterprise Plan₹1 Lakh One-Time + GST
₹5k / Month Maintenance✔ Unlimited Policies
✔ Unlimited Employees Access
✔ Unlimited Partners / POSP
✔ Unlimited Secure Storage
✔ On Time Support
Started
Silver₹15,000 / Annual + GST
✔ Up to 3,000 Policies
✔ 3 Employees Access
✔ 30 Partners / POSP
✔ 10 GB Secure Storage
✔ On Time Support
StartedGold₹20,000 / Annual + GST
✔ Up to 7,000 Policies
✔ 5 Employees Access
✔ 50 Partners / POSP
✔ 15 GB Secure Storage
✔ On Time Support
StartedPlatinum₹25,000 / Annual + GST
✔ Up to 10,000 Policies
✔ 10 Employees Access
✔ 100 Partners / POSP
✔ 25 GB Secure Storage
✔ On Time Support
StartedEnterprise Plan₹1 Lakh One-Time + GST
₹60k / Year Maintenance✔ Unlimited Policies
✔ Unlimited Employees Access
✔ Unlimited Partners / POSP
✔ Unlimited Secure Storage
✔ On Time Support
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 in Beemasathi is a dedicated section designed to manage and control your entire brokerage structure efficiently. It allows you to set additional brokerage, create custom brokerage rules, and assign these rules to specific partners or agents.
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.
Getting started with BeemaSathi is simple. First, register on the portal online. Once registered, our support team will help you understand the platform and its features. After that, choose the subscription plan that suits your business needs and start managing your insurance operations efficiently with BeemaSathi.