9:00 AM. Four people open the same system.
Principal Officer, RM, POSP, finance head: one platform runs all of their mornings. Pick your seat below.
In short: An insurance broker management system runs a brokerage's core operations: multi-insurer quoting, client and POSP management, renewals, claims and commission reconciliation. DeployIT unifies all five in one IRDAI-compliant platform.
The four mornings
Same clock, same login screen, four very different jobs done by lunch.
The Principal Officer
Opens the command view: yesterday's bound premium by line, renewal book health (88% and holding), and the POSP compliance register. Every certificate valid, audit export one click away.
The IRDAI inspection scheduled next month stopped being scary.
Audit-ready, every morning.
- Multi-insurer quoting35 insurers side by side
- RenewalsD-60 automation, +14 pts retention
- Claims desk15+ TPAs connected
- Group healthendorsements and member servicing
- POSP networklifecycle, training, payouts
- Commission reconciliationstatements in, disputes out
One record of truth: the reason the four mornings don't collide.
The POSP lifecycle, end to end
Recruit to first payout in one flow: every stage logged for the IRDAI register, so a new agent transacts in days, not weeks.
- 1
Recruit
Self-serve onboarding with KYC capture and document upload.
- 2
Train
The mandated course runs in-app, hours counted automatically.
15-hour course
- 3
Certify
Certification issued and stored; the compliance register stays current.
- 4
Transact
Quote, share on WhatsApp and issue, with live payout balance and TDS handled.
68% transact monthly
Reconciliation that runs itself
The monthly close that used to take three people two weeks now finishes by 11 AM, statements in and disputes out.
- ₹45 lakh
- Year-one recoveries average ₹45 lakh, pulled back from statement mismatches.
- ₹2.8L
- Of mismatches flagged with reason codes, disputes raised automatically.
- 15 days
- Earlier than the old cycle, with commission management doing the work.
- statements ingested
- mismatches flagged
- disputes raised
- payout files exported
One back office for the whole brokerage
Quoting, client 360, the POSP network and commission reconciliation run on a single record, so the Principal Officer, RM, POSP and finance head all work from the same truth instead of stitching spreadsheets together.
Multi-insurer quoting
Place dozens of insurers on one shelf and put quotes side by side, so an RM compares and shares the right cover in minutes.
Client 360 and POSP
A single client record spanning retail and group sits next to the full POSP network, with onboarding, training hours and certifications maintained automatically.
Renewals and claims
Renewals run on D-60 automation while the claims desk tracks every case across connected TPAs, so nothing slips after the sale.
Commission reconciliation
Insurer statements come in, mismatches are flagged with reason codes and payout files go out, closing the finance head's cycle without the manual chase.
Sized to your brokerage
Growing
live in 2 weeksReplace spreadsheets: quoting plus client 360 plus renewals.
POSP-network
Add agent lifecycle and tiered payouts.
Composite / corporate
Add group health administration, a claims desk and channel P&L.
"Our book grew 2.4x in eighteen months and the back office stayed the same size."
Frequently asked questions
Is DeployIT a broker?
No. Pure technology; you distribute under your own licence, and we never touch your clients.
Can we migrate our book?
Yes. Bulk import with renewal-date and client mapping during onboarding.
Retail and group together?
Yes. One client record spans both.
POSP compliance?
Training hours, certifications and IRDAI-format registers are maintained automatically.
Cost?
Subscription plus per-policy, sized to volume; broker pricing is shared in the demo.
Weighing a build instead? Build vs buy, compared.
See all four mornings in one 30-minute demo
We will run the Principal Officer, RM, POSP and finance views live against a sample book.