Release updates

Client Import Enhancements

  • Similar Client Detection
    • While importing clients, the system now fetches similar existing clients to avoid duplication.

    • General Insurance Import Updates

  • Similar Client Fetch & Selection
    • During General Insurance policy import, similar clients are displayed and users can select the correct client.

    • Life Insurance Import Updates

  • Similar Client Fetch & Selection
    • Life Insurance import now supports fetching similar clients with a selection option before saving policies.

    • Sub-Admin Role Enhancements

  • Policy Import Access
    • The Import general Policy feature has been given to the sub-admin user.
    • The Import Life Policy feature has been given to the sub-admin user.

  • Similar Record Detection in Manual Entry

    • The system now detects similar existing records while manually adding a Head.
    • Similar record detection has been added while adding Family Members.
    • Similar Firm detection is now available while adding a Firm manually.

  • Documents can now be saved per vehicle

    • While uploading vehicle documents, you can enter a vehicle number to store documents vehicle-wise.
    • In General Insurance, entering a vehicle number will automatically show documents already uploaded for that vehicle.

  • New Update – Document Handling (Step 4)

    • In Step 4, for documents that are already uploaded, the document type and name are locked so they don’t get changed by mistake when adding new documents.
  • Bug fixes and improvements 👻

    • Life Insurance – Excel Import Improvements

  • Duplicate Policy Entry Prevention
    • Validation has been added to prevent duplicate policy numbers during Excel import.
  • Duplicate Nominee Contact Blocked
    • If the nominee mobile number is duplicated in the Life Insurance Excel import, the entry will not be saved.

    • General Insurance Updates

  • Duplicate Nominee Contact Validation
    • The system now prevents saving records with duplicate nominee contact numbers in the General Insurance module.

    • General Import Module

  • Improved Policy Import Logic
    • The General Policy import process has been optimized and improved for better accuracy and reliability.
  • Division Field Removed
    • The Division field has been removed from the General Import Policy module to simplify the import process.

    • New Update – Document Handling (Step 4)

  • Documents Visible in Step 4
    • Uploaded documents for General, Life, Investment, and Client Insurance are now visible in Step 4.
    • Documents are now handled as global assets, accessible and tracked across the entire platform.
  • Real-Time Dashboard Counter : The dashboard document counter updates in real time for uploads made from any section of the website.
    • {{--
  • Trash Support for Deleted Documents : Removed documents are not permanently deleted; they are moved to a new Trash section under Document Management.
    • --}}
  • Bug fixes and improvements 👻

    • Life Insurance Module Updates

  • New : Import Excel Module Added
    Easily upload and manage life insurance policies through the new Excel Import feature.
  • Improved : Duplicate Entry Prevention
    Smart checks added to stop multiple entries in:
    • Client Management
    • General Import
    • Life Import

    • Vehicle Policy Enhancements

  • New : Hybrid Policy Option Added
    Now you can add and manage hybrid vehicle policies seamlessly.

    • Data Cleanup & Optimization

  • Improve table structure
    • Client Management
    • General Import
    • Life Import

    • Client Management

  • Improved Aadhaar Validation : Numbers starting with 0 or 1 are no longer accepted.
  • Removed “Self” option : Relationship dropdown (when adding family member) no longer shows Self.

    • Claim Management

  • Follow-Up Enabled : Now you can see and add follow-ups even for finalized claims.
  • Edit/Delete Enabled : Edit or delete actions now available for settled/finalized claims.
  • Bug fixes and improvements 👻

    • Client Management

  • Import Clients : Clicking the button opens a modal where you can add Family Head, Family Member and Firm.

    • Add New Client

  • Added (+ Add Client) button under Manage Clients : From here you can add Family Head, Family Member and Firm.
  • You can add multiple Family Members at once when creating a new Family Head or Family Member.

    • General Insurance

  • Import General Policy : Add multiple policies at once easily.
  • If a policy has a head and multiple members, they can be added automatically.
  • While adding a policy, you can select a division (Health Insurance, Vehicle Insurance, Other General Insurance).
  • Other General Insurance includes a Select Segment option for category selection.
  • Policies are restricted based on subscription limits : Total Allowed vs Total Used.
  • Enhanced Policyholder Management :
    • Select an existing policyholder from the list when editing.
    • Add a new policyholder if needed.
    • If no policyholder exists, a modal opens to add Family Head, Family Member, or Firm.
  • Bug fixes and improvements 👻

    • Pricing & Features

    Updated Price List

  • The existing pricing has been revised with new features and improvements.

    • New Plans Added

  • RIAP Relevant : Monthly ₹999 | Yearly ₹10,798
  • RIAP Glorious : Monthly ₹1,999 | Yearly ₹21,599

    • Free Trial Update

  • Previous free trial : 1 Year
  • Updated free trial : 1 Month

    • Features included in the trial

  • Unlimited Client Registration
  • Unlimited Policy Entry
  • 1 GB Document Storage
  • 5 Theme Selections
  • Paid SMS Package

    • New Plan Features

    All paid plans now include

  • Unlimited Client Registration
  • Document Storage measured in GB
  • Paid SMS Package

    • Extra Storage Pricing

  • Additional storage can be purchased at ₹249 per GB

    • Commission

  • Agents can download all their sub-agent commission reports for a selected date range, with filters such as insurance company, broker, agency, sub-agent, and filter section.

    • Sub Agent Commission

  • Agents can download sub-agent-wise commission reports with date range filters, including insurance company, broker, agency, and sub-agent filters.

    • Endorsement

  • Within the General Insurance section under the Vehicle Insurance division, agents can manage Vehicle HP details.

    • Registration and Login Security

  • We have added Cloudflare security to agent registration and login. If a user is already registered but has not verified their account via email or SMS, and tries to register again, the system will display options to resend the verification email and SMS link.
  • Bug fixes and improvements 👻

    • Client Management

  • Import Clients : Added new feature in client import in client management. Agent can import multiple clients data using excel data.

    • Forgot Password

  • Forgot Password : Added new feature in send otp using mobile number in forgot password. Agent can his forgot password using mobile number.
  • Bug fixes and improvements 👻

  • General Insurance : When 'Days' is selected as the mode, a 'Days Count' field will be added for date calculation.
  • Document Type & Name Master : New vehicle document type and their corresponding document names have been added.
  • Step-4 has been introduced in the General Insurance, Life Insurance, & Step-3 Investment tabs for document uploads.
  • Validation has been added to amount-related fields to prevent entering or pasting a leading 0 (zero).
  • Responsive UI fixes have been applied to some tabs for better display on laptop, tablet, and mobile views.
  • Some missing fields have been added to the record view pages in the General, Life, and Investment tabs.
  • Bug fixes and improvements 👻

    • Dashboard

  • Consolited Renewal Report: You can now directly download a consolidated renewal report from the dashboard using selecting fields.

    • Management Tabs

  • Report Download: You can now choose to download reports based on the current view or all records in CSV, Excel or PDF formats.

    • General Insurance

  • Commission percentage fields are added in add or edit form
  • A new field has been added Is TPA Prem. Amount Commissionable? The TPA Premium Amount will be summed with the Basic Premium Amount, and the total will be filled in the Commissionable Amount field.

    • Reports

  • UI enhancements have been made for the PDF report download feature.

    • Team Members

  • The delete Team Member Functionality is now hidden
  • Team members can now be activated or deactivated based on the used units of your current plan.
  • The maximum length has been set for certain amount-related fields.
  • Bug fixes and improvements 👻

    • Client Management

  • Report Download: You can now choose to download reports based on the current view or all records in CSV, Excel or PDF formats.

    • Team Members

  • Sub Admins: Access to the Endorsement tab is now controlled based on assigned privileges in General Insurance, Life Insurance and Client Management.
  • Sub-Agent Privileges: The Sub-Agent tab is now accessible based on assigned permissions.
  • Bug fixes and improvements 👻

    • General Insurance

  • Vehicle Registration Number: You can now add BH Series vehicle registration numbers in the Vehicle Registration Number field, such as (e.g., 24 BH 1234 AA).

    • Dashboard

  • Sub Admins can now access the dashboard based on their assigned privileges.
  • Bug fixes and improvements 👻

    • Endorsement Commission

  • Introducing Endorsement Commission Functionality: We're excited to announce a endorse policy-related feature! You can now endorsed policies add commission directly from the commission tab.
  • Introducing Sub Agent Endorsement Commission Functionality: We're excited to introduce a new feature for policy endorsements linked to sub-agents! You can now add commissions directly through the Sub-Agent tab under the Commission section.

    • Life Insurance Plans

  • We have added new plan designed to cater to the diverse used in insurance company.

    • General Insurance

  • We are implementing UI redesigns for the General Renewal Policies report in PDF format to enhance its layout and usability
  • The 35-day restriction for renewing policies after the due date has been removed. Policies can now be renewed anytime after the due date
  • Bug fixes and improvements 👻

    • Dashboard

  • We've enhanced event management features, making it easier to organize and track your daily routine

    • Investment

  • Fixed responsive UI issues for a smoother and more seamless user experience

    • Endorsement

  • Making endorsements easier and more efficient

    • General Insurance

  • Updated the 'Insurance Type' section: renamed 'Adding Endorsement' to 'Endorsement' and enabled redirection to the Endorsement tab upon clicking

    • Target & Review

  • Reordered and optimized sorting and indexing for Management Records for better organization and accessibility.
  • Bug fixes and improvements 👻

  • Bug fixes and improvements 👻

    • Commission Management Enhancements

  • Improved Data Input for Commission: We have enhanced the commission input functionality to make it more user-friendly. Now, users can input commission details more efficiently.
  • Bug Fixes: Several bugs related to commission data being unintentionally removed have been resolved. Your data is now more secure and reliable.
  • Simplified Commission Management: Managing commissions based on amounts, percentages, and totals has been simplified. We've added a total sum feature for search results, making it easier to track commission details at a glance.
  • Filter Selection Improvements: We have revamped the filter selection interface, offering a more intuitive and streamlined way to filter commission records. This makes navigating through records faster and easier.
  • Access via Agent Mobile App: You can now access the Commission tab directly from the Agent Mobile Application. Stay connected on the go!
  • Download for Android: Check Now
  • Download for iOS: Check Now

    • Endorsement Management Features

  • Introducing Endorsement Functionality: We're excited to announce a new insurance-related feature! You can now endorse policies and clients directly from the new Endorsement Management tab.
  • Endorsement History: Easily view the history of all endorsements, whether through client-specific records or general management. Keeping track of policy changes has never been easier!
  • Download Policy and Endorsement Documents: You can now download both policy and endorsement documents from the general management tab by selecting the respective policy or endorsement.
  • Upcoming Features: We're currently working on adding life endorsements and a dedicated endorsement commission tab. Stay tuned for these updates in the next release!

    • Claim Management Features

  • Final Rejected Functionality: We've added a final rejected functionality in the Rejected Claim tab, allowing for more streamlined claim management.
  • Follow-ups in Claim Management: You can now add follow-ups to your claims directly within the claim management system and dashboard, improving claim tracking and communication.
  • Final Settled Claims Protection: Claims that have been finally settled cannot be edited, modified, or deleted, ensuring the integrity of finalized claim data.
  • Improvements in Claim Delegation: We've enhanced the claim delegation process, making it easier to manage linked claims across policies.
  • Show Old Queries: Any new queries inserted into a claim will now also display the old queries related to that claim, keeping all query history visible in one place.
  • Sum Assured Field in Claim Intimation: If a new claim is added for a policy that already has an existing claim, the remaining sum assured for that policy will be automatically added to the claim intimation form.

    • Investment Tab

  • Introducing the Investment Tab: We're excited to introduce the new Investment tab with this update. You can now manage various types of investments, including:
    • Mutual Funds
    • Bank Investments
    • Post Office Savings
    • Government Bonds
    • Other Investments
  • This new feature allows you to easily track and manage different types of investment data all in one place.
  • Improved Aadhaar, PAN, and GST Validation: We've enhanced the validation process for Aadhaar, PAN, and GST numbers for heads, members, and firms during the save process, ensuring more accurate data input.
  • Separate View for Life Renewal Policies: A dedicated policy view for life renewal policies has been added, making it easier to manage and access specific information related to life renewals.
  • User Details in Life Renewal Management: You can now view the details of users who created or modified life renewal policies, providing better transparency and tracking of policy changes.
  • Improvements in Life Batch Renewal: Enhancements have been made to the life batch renewal process, streamlining the workflow and increasing efficiency for handling multiple renewals at once.
  • Improved Premium Count: We’ve enhanced the premium count functionality for both general and life insurance policies, ensuring more accurate and reliable data for better policy management.
  • Agent App Enhancements: You can now access office reports and sub-agent commissions directly in the agent mobile application, making management on-the-go even easier.
  • General Insurance Updates: We’ve added new fields for Sum Assured, Risk Location, and Amount in general insurance, which can be applied to other general insurance policies as needed.

  • Bug fixes and improvements 👻

  • Improved Commission tab and filter selection! Enjoy a cleaner layout, clearer commission breakdowns, faster data loading, and easier filter options for quicker results.
  • Activate Account issue for first-time mail activation is now resolved. & Also We Are Send SMS to Registerd Mobile Number for Activate Account
  • Life Insurance Policy Premium Count is now visible in the Life Insurance Renewal tab.
  • Future FUP Date is now displayed in both the Life Insurance Management tab and the Life Insurance Renewal tab.
  • New Life Insurance Plan Names and Plan Types have been added.
  • Claim Management tab now works seamlessly for Mediclaim, Vehicle Claim, and Death Claim.
  • Now add Multiple Claim for Mediclaim in Claim Tab
  • Improved Sub-Agent Payment History and user management! Now it's easier to track payment details, manage sub-agent users, and view detailed histories with improved clarity and speed.
  • Life Renewal tab now includes an edit screen.
  • Customer Correction Request notifications now appear as a badge, similar to Customer Support, in the sidebar.
  • Report tab has improved performance for downloading PDFs.
  • Improved PDF Report View! Reports are now clearer, more organized, and easier to download and share. Experience improved formatting and faster loading times
  • New data has been added to the Investment Types Master.

  • From now on our agent application can also be logged in via email and mobile
  • Festival, greeting post can now be created in our client (Bima Bag) application.
  • From now on your clients will be able to get notification of policy renewal with the help of Bima Bag application.
  • Agents can now create sub-agents with credentials, displayed in the sub-agent tab.
  • Improve vehicle number validation.
  • Improve premium count in General and Life tabs.
  • Provide an alternative method for receipt upload. Agents can now upload receipts separately or with selection.
  • Minor bug fixes and improvements 👻

    • Dashboard

    • Due Calendar Product Features: Count fixes applied.

    Profile

    • Data Security Letter: Now always visible.

    Clients

    • Edit same mobile number in head, member and firm and head/member then auto change mobile number in member or firm for that family
    • Responsive UI Bugs: Addressed and fixed.

    Improvement in Firm Entry

    • Minor changes related to documents
    • We are excited to announce improvements in our Firm Entry feature!
    • Interface redesigned.
    • Now, managing insurance-related firm entries is easier and more efficient. These enhancements ensure that all firm details are accurately captured and easily accessible, streamlining your workflow.

    General Insurance & Life Insurance Policy Premium Count

    • We are excited to announce a new feature for our users: the ability to view the total count of your policy premiums!
    • You can now see this count in both the General & Life Renewal tab as well as the Commission tab. Stay informed and easily track your insurance policies with this convenient new feature.

    General Insurance Policy Number Uniqueness

    • From now on, when renewing the parent policy, enter the renewal policy from the parent policy number.

    General Insurance & Life Insurance

    • From now on if the policy number is pending, the policy cannot be renewed until the policy number and policy document number are uploaded.

    General Insurance

    • New Zone & Policy Type Selection Fields: Now you can easily choose your zone and policy type
    • Fitness Certificate Fields Added: Additional fields for fitness certificates have been included.

    Commission Tab

    • Show Premium policy count in general & life section

    Reports

    • PDF Download: Bug fixes implemented.
    • General & Life Insurance: Minor bug fixes.

    Improvement In Upload Document Count

    • We are pleased to announce an enhancement in our document upload feature.
    • Now, we store document counts based on policy entry or document types, making it easier for you to organize and manage your documents efficiently.

    Upload Life Insurance Policy Reciept

    • We've added new features to the life receipt upload process. Now, users can upload multiple policy receipts at once, simplifying the process. We've also made changes to the view for a more streamlined experience.

    Users

    • Set Login/Logout Criteria: You can now specify the time and day for other users to log in or log out.

    Minor bug fixes and improvements

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  • From now on our agent application can also be logged in via email and mobile
  • Festival, greeting post can now be created in our client (Bima Bag) application.
  • From now on your clients will be able to get notification of policy renewal with the help of Bima Bag application.
  • Agents can now create sub-agents with credentials, displayed in the sub-agent tab.
  • Improve vehicle number validation.
  • Improve premium count in General and Life tabs.
  • Provide an alternative method for receipt upload. Agents can now upload receipts separately or with selection.
  • Minor bug fixes and improvements 👻

    • Upload Life Insurance Policy Reciept

    • We've added new features to the life receipt upload process. Now, users can upload multiple policy receipts at once, simplifying the process. We've also made changes to the view for a more streamlined experience.

    Improvement in Upload Document Count

    • We are pleased to announce an enhancement in our document upload feature.
    • Now, we store document counts based on policy entry or document types, making it easier for you to organize and manage your documents efficiently.

    Minor bug fixes and improvements

    Client Edit

    • Edit same mobile number in head, member and firm and head/member then auto change mobile number in member or firm for that family

    General Insurance & Life Insurance Policy Premium Count

    • We are excited to announce a new feature for our users: the ability to view the total count of your policy premiums!
    • You can now see this count in both the General & Life Renewal tab as well as the Commission tab. Stay informed and easily track your insurance policies with this convenient new feature.

    General Insurance Policy Number Uniqueness

    • From now on, when renewing the parent policy, enter the renewal policy from the parent policy number.

    General Insurance & Life Insurance

    • From now on if the policy number is pending, the policy cannot be renewed until the policy number and policy document number are uploaded.

    Improvement in Upload Document Count

    • We are pleased to announce an enhancement in our document upload feature.
    • Now, we store document counts based on policy entry or document types, making it easier for you to organize and manage your documents efficiently.

    Improvement in Firm Entry

    • We are excited to announce improvements in our Firm Entry feature!
    • Now, managing insurance-related firm entries is easier and more efficient. These enhancements ensure that all firm details are accurately captured and easily accessible, streamlining your workflow.

    Minor bug fixes and improvements

    Add/Edit Firm

    • Minor changes related to documents

    Life Insurance

    • Show Premium policy count in life renewal tab

    Commission Tab

    • Show Premium policy count in general & life section
    • Testing is remaining main reason of remaining is some issue we found while we are making cron process for them which took little bit more time
    @endif