What is Insurance Agency Software?
UdyamS Insurance Agency Software helps banks, credit societies, NBFCs, CA firms and finance teams run daily operations from a single, easy-to-use system — covering overdue & NPA tracking, agent & collection app, accounting & day book, GST billing and management reports.
If your team is dealing with manual interest and EMI calculations, overdue loans without follow-up or audit and compliance pressure, Insurance Agency Software gives you the control you need — every transaction is recorded once, approved by the right person and reflected instantly in reports.
Choose cloud hosting or on-premise installation, start with the modules you need today and add more later. Book a free live demo of Insurance Agency Software by calling +91 9119431984 or writing to support@udyams.com.
Explore Features
Key Capabilities & Deliverables
Everything you need from Insurance Agency Software — engineered for performance, security and ease of use.
Overdue & NPA Tracking
Ageing, NPA classification and recovery follow-ups.
Agent & Collection App
Daily collection by agents with mobile receipts.
Accounting & Day Book
Vouchers, day book, trial balance and balance sheet.
Regulatory Reports
Statutory and audit reports formatted for compliance.
Maker-Checker Controls
Dual authorization and complete audit logs.
Member & KYC Management
Member onboarding with KYC documents and nominee details.
Custom Modules on Demand
Need something unique? We build custom modules that plug into the same system.
GST-Ready Billing & Accounting
GST invoices, credit/debit notes, ledgers, outstanding tracking and Tally export.
Role-Based Dashboards
Owners, managers and staff each see the KPIs and actions that matter to them.
Modules Included
Why Businesses Choose It
- Faster, error-free operations with insurance agency workflows automated end-to-end
- Real-time dashboards and reports for confident decisions
- Secure, role-based access with complete audit trails
- Mobile-friendly experience for office and field teams
- Scales with your business — add users, branches and modules anytime
- Local support team with quick response over phone and WhatsApp
Our Implementation Process
Requirement Study
We study your current process, formats and reports on-site or online.
Configuration & Customization
Masters, workflows, print formats and custom modules configured for you.
Data Migration
Opening balances, items, customers and history imported from Excel or old software.
Training & Go-Live
Role-wise training for owners, managers and operators with go-live handholding.
Support & Upgrades
Phone, WhatsApp and remote support with regular feature upgrades.
