Policies sold by month
Counted by policy start date
PRIVATE RECORDS WORKSPACE
Umang Asitbhai Shah
FINANCIAL ADVISOR
A clear view of your clients, insurance and SIP records.
Final website checks pending. Use fictional records only.
Owner sign-in
Only the approved owner can access records. There is no public signup. Your sign-in is kept in this tab's memory, not saved on this device. Refreshing requires signing in again.
If you forget your password, use the verified account-recovery process. Open password recovery to request a reset email for the existing owner. Never share a recovery link or password.
Customers
Open a profile to manage insurance, SIPs and policy documents.
Backup, recovery and workspace details
Export records backup excludes policy files. Complete backup with documents includes them. Use a computer and verify every saved part and the manifest. Keep the backup private outside this browser. Recovery needs an empty workspace or the same incomplete snapshot. Backups do not restore your login or database settings.
Monthly dashboard
Policy mix
Renewals
A list you check yourself. The website never sends messages to clients on its own.
Tasks
Families
Set a client's family head from their profile.
Customer directory
Every client, in one place
Choose a client to view their records, or add a client to begin.