Every policy you sell,
recorded like it matters.
BeemaGuru replaces the register book and the WhatsApp folder with one online ledger for Life, Motor, Health and General Insurance — customer profiles, KYC documents, renewal dates and commission, all in one place.
Built by insurance-industry founders, for agents and agencies across India
The register book was never built to send you a reminder.
A paper ledger holds what you write in it — nothing more. It can't tell you a policy is expiring next week, can't be searched by household, and doesn't survive a spilled cup of chai.
The register book
- — Renewal dates missed unless you flip every page
- — Customer documents scattered across files, folders and phone galleries
- — No single view of what a family or household holds
- — Commission and sub-agent dues tracked in a separate notebook
- — One copy. One damage, fire or loss away from gone.
BeemaGuru
- ✦ Renewal and expiry reminders, sorted and ready every morning
- ✦ A digital locker of KYC and policy documents, open 24×7
- ✦ One household view — every policy, every family member
- ✦ Revenue, dues and sub-agent commission tracked automatically
- ✦ Your record, backed up and accessible from any device
Every kind of policy you sell, kept under one customer.
Everything you currently track by hand — organised automatically.
Customer & household profiles
Group customers into households so you can see every policy a family holds, and spot how many policies sit under one roof.
Policy dates that track themselves
Record start, premium and expiry dates once. BeemaGuru keeps the ledger current and flags what's due.
Digital locker for KYC & policy documents
Upload PAN, Aadhaar, policy PDFs and proposal forms against each customer — available to you 24×7, from any device.
Renewal reminders & expiry report
See what's expiring this week and this month in one report, and re-record a policy for its next renewal date the moment it's renewed.
Lead tracking
Add prospects, note what they're interested in, and convert them into customer profiles the moment a policy is issued.
Birthday & anniversary reminders
Since customer details are already on file, get a daily nudge for birthdays and anniversaries so you can send a message that keeps the relationship warm.
Revenue & commission records
Log revenue against each policy and let BeemaGuru work out agency commission earned, dues, and what's still to be collected.
Sub-agent commission tracking
Track policies, revenue and commission earned by every sub-agent under your agency, and see agency-wide numbers roll up automatically.
Downloadable reports
Pull a report for one customer, one household, one sub-agent or the whole agency — ready to save, print or share.
Four steps to move your register online.
Sign up as an agent
Create your BeemaGuru account and set up your agency profile in a few minutes.
Add customers & households
Create a profile for each customer and group family members into a household.
Record policies & upload documents
Add Life, Motor, Health or General policy details and upload KYC and policy documents to the locker.
Get reminders, renew & report
See renewals due, birthdays and anniversaries coming up, and download reports whenever you need them.
Every report an agent actually needs to hand over or file.
Generate and download records for a single customer, a whole family, a sub-agent, or the entire agency.
Run your sub-agents' commission the way you run your own.
If you head an agency, BeemaGuru tracks every policy, every rupee of revenue, and every rupee of commission — by sub-agent and rolled up for the agency as a whole. No more reconciling separate notebooks at month end.
- ✦ Add revenue against any policy, for yourself or a sub-agent
- ✦ See commission earned, dues, and collections in one view
- ✦ Track how many policies and how much premium each sub-agent brings in
Started by four founders who wanted agents to stop losing time to paperwork.
Naresh Hingorani
Himanshu Hingorani
Ramesh Kumar Jain
Manish Sogani
"Our mission is to help every insurance agent keep their policy record online and up to date — so they can serve their customers quickly, and effortlessly."
Frequently asked questions
What is BeemaGuru?+
BeemaGuru is a digital ledger built for insurance agents. It replaces the paper policy register with an online record of every customer, household and policy — across Life, Motor, Health and General Insurance — along with renewal reminders, a document locker, and commission tracking.
Can I record Life, Motor, Health and General Insurance in one place?+
Yes. Policies are organised into four tabs — Life, Motor, Health and General Insurance — under each customer and household, so you can see every policy a family holds without switching tools.
How does BeemaGuru remind me about renewals?+
Every policy stores its expiry date. BeemaGuru surfaces due and overdue renewals on your dashboard and in an expiry report, so you can follow up before a policy lapses — and re-record it for the next renewal date once it's renewed.
Where are customer KYC and policy documents stored?+
You upload KYC and policy documents against each customer's profile. This becomes a digital locker you can open anytime, instead of searching through physical files or your phone gallery.
Can an agency track commission for its sub-agents?+
Yes. You can add revenue records per policy and track commission earned, dues, and collections — for yourself and for every sub-agent working under your agency.
What reports can I download?+
A policy expiry report, all policies of a single customer, all policies of a household or family, all policies under a sub-agent, all policies of the whole agency, a customer's KYC record, and a customer's previous policy history.
Move your register online — before the next renewal slips by.
Sign up as an agent, add your first customer, and see your policy ledger come together in minutes.