PRARAMBH ADVISORY

PRARAMBH ADVISORY helps insurance agents manage their clients' insurance policies and keep clients informed, all from one app.

FOR INSURANCE AGENTS:
• View and manage your complete list of clients' insurance policies in one place
• Track policy renewal dates so you never miss a renewal
• View detailed policy information, including policyholder details, coverage, and premium
• Share policy copy documents directly with clients
• Send renewal notices and reminders to clients when their policy is due

FOR CUSTOMERS:
• Receive your policy copy and renewal reminders shared by your insurance agent
• Stay updated on your policy renewal dates
• View policy details shared by your agent

KEY FEATURES:
• Centralized policy list and management
• Renewal date tracking and reminders
• Policy document (policy copy) sharing
• Renewal notice sharing with clients

PRARAMBH ADVISORY is built for insurance agents and advisors who want to manage their book of policies efficiently and keep their clients informed about renewals and policy documents.