INSpal Policy-to-MIS visibility
Keep policy information organised and turn day-to-day records into a clearer management view.
A clearer way to manage insurance
Your insurance business. In control.
Keep policies, renewal reminders, client follow-ups and agency activity organised in one practical workspace—so fewer details slip through the cracks. After you register and verify your email, you can successfully process 5 policy PDFs for free.
5 free successfully processed PDFs after registration and email verification
INSpal workspace
YOUR AGENCY OVERVIEWGood morning 👋
This month⌄
Policies tracked248Organised in one place
Renewals to review18Follow-up list
Follow-ups pending32Actionable tasks
Upcoming renewals View workflow ↗
A. Sharma
Motor policyDue soon P. Kumar
Health policyFollow up S. Das
Life policyIn progressRenewal follow-upKeep the next step visible
Less chasing. More clarity.
The everyday work of insurance, organised.
INSpal brings key agency workflows together, helping you keep track of what needs attention and what happens next.
Renewal call lists
Identify upcoming renewals and create a focused list of clients to contact next.
Follow-up dashboard
Keep pending conversations and next actions visible instead of relying on memory alone.
Owner MIS
Get a more consolidated view of agency activity and the work that needs attention.
WhatsApp-ready messages
Use renewal templates and client phone details to open pre-filled WhatsApp conversations.
Work from your phone
Use the responsive workspace on mobile when you are away from your desk.
A practical workflow
Know what needs attention next.
Insurance work is full of small but important follow-ups. INSpal is designed to help bring those details into a more consistent daily routine.
01
Keep policy details togetherUse a central workspace for the policy information your workflow depends on.
02
Spot renewals and pending follow-upsWork from lists and dashboards that help make the next action clearer.
03
Coordinate the workGive yourself a clearer view of tasks, progress and agency activity.
Your follow-up workspace
An illustrative view of how you might organise your next actions.
Review upcoming motor renewalsRenewal list · Today
PriorityCall clients awaiting a responseFollow-up dashboard · 6 clients
PendingCheck follow-up progressAgency overview · This week
ReviewUpdate owner MISAgency reporting
OngoingMade for your kind of work
From a solo desk to a growing agency.
Start with the workflows you need today and bring more structure to your insurance operations as you grow.
01 / INDIVIDUAL AGENTS
Keep your client work moving
Organise policy details, prepare renewal call lists and stay on top of follow-ups without juggling scattered notes.
02 / GROWING AGENCIES
Build a repeatable process
Keep daily follow-up work in one workspace and make it easier to review what is still pending.
03 / AGENCY OWNERS
See the bigger picture
Use an owner-oriented MIS view to get a clearer picture of activity and where attention may be needed.