๐Ÿ’ฌ
Naysa
Naysa โ€” Insurance Platform
ERP โ€ข CRM โ€ข Payouts โ€ข Compliance
โญ Insurance-first ERP with compliance-by-design

Run insurance operations end-to-end โ€” policy โ†’ commission โ†’ payout โ†’ audit

Built for brokers, corporate agents, POS networks, TPAs and embedded insurance teams. One platform for CRM, issuance, renewals, claims, reconciliations and inspection-ready reporting.

๐Ÿ›ก๏ธ Audit-ready trails & maker-checker
๐Ÿ”’ Role-based access + activity logs
๐Ÿ†” CKYC/DigiLocker-ready workflows
๐Ÿ“„ IRDAI-style reporting patterns
๐Ÿ’ฐ GST/TDS + payout-ready
๐Ÿ”
Unified workflows
๐Ÿงพ
Payout automation
๐Ÿ“„
Audit-ready exports
๐Ÿ•ธ๏ธ
Integrations
Live snapshot
Ops Command Center
๐Ÿ“Š Realtime
Renewals due
โฑ๏ธ
1,240
Auto-updated dashboards
Policies issued
โœ…
420
Auto-updated dashboards
Commission pending
๐Ÿช™
โ‚น 7.8L
Auto-updated dashboards
Claims in TAT
๐Ÿ›ก๏ธ
86
Auto-updated dashboards
๐Ÿค–
WhatsApp renewal automation
Pre-filled message CTA + follow-ups
Day -30 Day -7 Day -1 Post-expiry Payment link
โœจ Proof & trust

Signals decision-makers look for

No fake logos โ€” just clear capability signals: governance, audits, controls and measurable outcomes.

Trusted by (placeholder)
Add real client/partner logos when ready.
Brokers Corporate Agents TPA Embedded
๐Ÿงฉ Logo slot
๐Ÿงฉ Logo slot
๐Ÿงฉ Logo slot
๐Ÿงฉ Logo slot
๐Ÿ‘ค
Ops Head (placeholder)
Broker / Corporate Agent

โ€œWe cut renewal follow-ups chaos and got a single view of portfolio + servicing. Audit prep became a checklist โ€” not a fire drill.โ€

๐Ÿง‘โ€โš–๏ธ
Compliance Lead (placeholder)
Governance / Audit

โ€œMaker-checker + immutable logs changed the game. We can answer โ€˜who did whatโ€™ in seconds โ€” not days.โ€

๐Ÿ’ผ
Finance / Payouts (placeholder)
Commission + TDS

โ€œDisputes reduced because ledgers matched statements. Payout cycle got predictable with exceptions highlighted early.โ€

๐Ÿ“Œ Mini case study
Renewals automation
  • โ€ข Problem: missed follow-ups + low persistency
  • โ€ข Fix: WhatsApp schedule + dashboard queues
  • โ€ข Result: uplift in renewal conversions (tracked)
๐Ÿ“Œ Mini case study
Commission reconciliation
  • โ€ข Problem: statement mismatches + disputes
  • โ€ข Fix: ledger mapping + exception workflow
  • โ€ข Result: reduced leakage + faster payout cycles
๐Ÿ“Œ Mini case study
Audit readiness
  • โ€ข Problem: inspection reporting took days
  • โ€ข Fix: export packs + activity logs
  • โ€ข Result: predictable compliance + fewer escalations
โœจ Why teams switch

Enterprise-grade insurance operations โ€” without the chaos

Decision-maker friendly: control, compliance, scale and measurable ROI.

โš–๏ธ
Traditional insurance software
Typical pain points
  • โœ”๏ธ Fragmented tools & spreadsheets
  • โœ”๏ธ Manual commission & payout cycles
  • โœ”๏ธ Compliance as an afterthought
  • โœ”๏ธ Hard to scale agent networks
  • โœ”๏ธ No audit-grade history of actions
๐Ÿ‘‘
Naysa platform approach
Modern platform approach
  • โœ”๏ธ Unified policy โ†’ commission โ†’ payout lifecycle
  • โœ”๏ธ Compliance-by-design + export-ready reports
  • โœ”๏ธ Auto-reconciliation & maker-checker flows
  • โœ”๏ธ Scale 10 โ†’ 10,000 agents with controls
  • โœ”๏ธ APIs + white-label portal + partner program
โœจ Built for your operating model

Who is this platform for?

Pick your persona and see the exact pains we remove and outcomes we deliver.

โœจ Insurance lifecycle

Real-world workflow (Motor example)

A practical flow that maps how teams actually work โ€” from lead capture to claims.

โœจ Product deep-dive

Modules built for insurance ops

Click any module to open feature details (modal) โ€” same workflow language your teams use.

๐Ÿง 
Feature governance
Validation rules, dedupe, controlled edits, versioning & audit trails โ€” so changes are safe.
โœจ Integrations & ecosystem

Connect insurers, KYC, messaging, payouts and accounting

Even partial integrations provide immediate automation. Full API-led operations unlock scale.

๐Ÿ•ธ๏ธ
Insurer APIs
Connect where available (Motor/Health/Travel/PA/Life)
๐Ÿ†”
CKYC / DigiLocker
Document fetch & KYC verification workflows
๐Ÿค–
WhatsApp / SMS / Email
Renewal reminders, claims updates, onboarding
๐Ÿ“š
Accounting exports
Tally/Zoho style exports & voucher mappings
๐Ÿ—„๏ธ
Data migration
Import from Excel / legacy CRM with validation
๐ŸŒ
White-label portal
Custom domain + branding + partner onboarding
๐ŸŒ
White-label & partner program
Custom domain, custom branding, partner onboarding kits and revenue-share distribution.
โœจ Compliance mapping

Inspection-ready by design

A clear mapping from operations โ†’ controls โ†’ exports. Built to reduce audit effort and operational risk.

Compliance checklist
Controls & governance teams ask for.
๐Ÿ”’ RBAC + branch-level roles
๐Ÿง‘โ€โš–๏ธ Maker-checker approvals
๐Ÿงพ Commission slabs + overrides + clawbacks
๐Ÿงท Immutable activity logs
๐Ÿ—‚๏ธ Document vault + retention
๐Ÿ“ค Export packs for inspection
โœ… Tip: Add read-only โ€œAuditorโ€ roles and time-bound access tokens for inspection windows.
Export packs (examples)
Generated in a consistent format with timestamps and filters.
  • โœ”๏ธ Commission ledger & insurer statement match
  • โœ”๏ธ Payout register + TDS deductions
  • โœ”๏ธ Exception queue + resolution history
  • โœ”๏ธ User activity audit log (who/what/when)
  • โœ”๏ธ Document vault index + versioning
โœจ Security & governance

Controls that scale with you

CISO-friendly baseline: access controls, logging, backups, and operational guardrails.

๐Ÿ”’
Access & identity
RBAC, time-bound roles, branch controls, read-only audit roles.
๐Ÿงท
Audit trails
Immutable logs for key actions: edits, approvals, payouts, exports.
๐Ÿ›Ÿ
Backups & DR
Scheduled backups, restore drills, and operational continuity planning.
๐Ÿงพ
Roles & permissions matrix (sample)
Admin / Ops / Finance / Branch / Agent โ€” show only what each role needs.
โœจ Platform architecture

How all modules connect

A modular stack that keeps compliance, payments and operations in sync.

๐Ÿงฑ
White-label UI Layer
Modular, upgradeable, API-first
Broker portal
POS/Agent portal
Customer portal
Admin console
๐Ÿงฉ
Insurance Modules
Modular, upgradeable, API-first
Leads & CRM
Issuance & servicing
Claims & grievances
Renewals & persistency
๐Ÿงท
Compliance Engine
Modular, upgradeable, API-first
RBAC
Maker-checker
Audit trails
Export-ready reports
๐Ÿ‘›
Payments & Payouts
Modular, upgradeable, API-first
Commission engine
TDS
Payout splits
Auto reconciliation
๐Ÿ”’
Security
RBAC, maker-checker, audit trails, approvals
๐Ÿง 
Governance
Validation rules, dedupe, role-based data views
๐Ÿ“„
Audit exports
Inspection-ready reports, ledgers & logs
โœจ Implementation

Go-live without disruption

A practical onboarding plan: quick wins first, then deeper automation.

  1. 1
    Discovery & process mapping
    Identify flows, approvals, roles, exports, and data sources.
  2. 2
    Data import & validation
    Excel/CRM import with dedupe, validations and controlled access.
  3. 3
    Workflow setup & approvals
    Maker-checker, role permissions, payout rules & exception queues.
  4. 4
    Training & go-live
    Branch onboarding, SOPs, dashboards and audit export packs.
โœ… Typical quick wins in 2โ€“4 weeks (depends on data readiness + integrations).
๐Ÿ“ฆ
Migration playbook
Templates + mapping + validation rules you can reuse.
โ€ข Customer + policy import templates
โ€ข Commission slab mapping sheet
โ€ข Agent hierarchy + split rules
โ€ข Audit export baseline pack
โœจ ROI & savings

See what you save every month

A quick estimator based on operational time savings and reduced leakage. Tune numbers during demo.

Team size
25
Monthly policies handled
600
Avg minutes saved per policy
10 min
๐Ÿ“Š This estimator is conservative. During onboarding we tune it to your product mix and payout cycles.
Estimated monthly impact
ROI snapshot
โœจ Estimate
Estimated total monthly benefit
โ‚น 0
*Indicative only. Actual depends on workflows & integrations.
โœจ Pricing philosophy

Plans that match your rollout stage

You can start small, then switch on more modules. Pricing depends on branches, users, workflows and integrations.

Starter
For controlled ops + quick wins
โœ… Included
  • โ€ข CRM + issuance servicing
  • โ€ข Renewals queues + reminders
  • โ€ข Basic exports + document vault
  • โ€ข RBAC roles
Growth
Commission + payouts automation
โญ Popular
  • โ€ข Commission engine + slabs
  • โ€ข Payout splits + TDS exports
  • โ€ข Reconciliation + exceptions
  • โ€ข Maker-checker approvals
Enterprise
White-label + multi-entity scale
๐Ÿข Enterprise
  • โ€ข White-label portals + partners
  • โ€ข Advanced audit packs + logs
  • โ€ข Integration roadmap + SLAs
  • โ€ข Custom workflows + approvals
๐Ÿงฎ
Billing options
User-based / branch-based / transaction-based โ€” choose what fits your distribution model.
โœจ Future-ready

Roadmap that keeps you ahead

AI, automation and embedded distribution โ€” designed to be switched on when youโ€™re ready.

โœจ
AI lead scoring
Prioritize high-intent renewal & cross-sell opportunities
๐Ÿ›ก๏ธ
Fraud signals
Anomaly detection for claims & payouts
๐Ÿค–
Voice & chat bots
Renewals, claim status, servicing FAQs
๐Ÿš€
Embedded insurance rails
Partner APIs for fintech & distribution
โœจ FAQ

Answers for compliance, ops and technology teams

Straight to the point โ€” focused on deployment, audit readiness and day-to-day operations.

Search FAQ
Tip: Try โ€œauditโ€, โ€œhostingโ€, โ€œintegrationsโ€, โ€œpayoutโ€.
Filters
๐Ÿš€ Fast onboarding โ€ข Quick wins in 2โ€“4 weeks (typical)

Want a demo tailored to your insurer mix and distribution model?

Weโ€™ll map your current process, propose the workflow blueprint, and share a migration plan. Youโ€™ll also receive a compliance-ready reporting checklist.

WhatsApp us ๐Ÿ’ฌ
Brokers Corporate Agents POS Networks TPA Embedded
๐Ÿ“‹
Compliance checklist
Inspection-ready exports & logs
๐Ÿงณ
Migration plan
Excel/CRM import with validations
๐Ÿ’ธ
Payout blueprint
Commission slabs, splits, clawbacks