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Three cards link to: Mutual Fund Distributors · Loan DSAs · Insurance Distribution Agencies
Key Features
For Mutual Fund Distributors
**Built for distributors scaling from solo practice into a team.**
### Who this is for
Independent mutual fund distributors and wealth advisory firms — in India, the GCC, or the UK, serving Indian-origin investors — who are growing beyond a one-person practice and building out a team of relationship managers or sub-advisors.
### What changes for you
– Every prospect and lead — from seminars, referrals, your website, or calls — assigned and tracked, not lost in someone’s phone
– Clear stages for every relationship: New Lead → Contacted → KYC in Progress → Onboarded → Active Client
– Follow-up reminders and escalation the moment a prospect goes quiet
– One dashboard showing team-wise activity, conversion, and pending onboarding
### What this isn’t
Not a replacement for your portfolio tracking or compliance reporting platform. This manages your prospects and your team’s follow-up discipline — it sits alongside your existing AUM and reporting software, not in place of it.
### What’s included in the rollout
Import of your existing prospect and client lists · lead capture from your website, referrals, and one communication channel · up to 3 core workflows · one owner dashboard, one team view · training for your RMs/sub-advisors · a defined support period after go-live.
### How to start
Book a free conversation. We’ll look at how your team currently handles prospects and tell you honestly whether this fits — before any commercial discussion.
The Loan DSA Lead-to-Disbursal Control System
**A rollout that gives you visibility over every loan lead, from first enquiry to final disbursal.**
### Who this is for
Loan DSAs and small lending-distribution firms with 5–50 sales agents, currently running leads through Excel, personal WhatsApp, and phone calls.
### What changes for you
– Every lead — website, ads, calls, or WhatsApp — lands in one place and is assigned automatically
– Clear stages: New Lead → Contacted → Documents Pending → Submitted to Lender → Sanctioned → Disbursed → Rejected/Lost
– Automatic follow-up reminders and escalation when a case goes quiet
– A document checklist with alerts the moment something is missing
– One dashboard: source-wise leads, agent activity, documents pending, lender-wise pipeline, disbursed amount
### What this isn’t
Not a lender-integrated or fully custom build. Lender API integration, a custom mobile app, and complex compliance workflows sit outside this rollout — we’ll tell you plainly if your business needs more than this.
### What’s included
Import of existing leads from Excel · capture from your website, one ad channel, one communication channel · up to 3 core workflows · one owner dashboard, one agent view · training in Hindi, Punjabi, or English · a defined support period after go-live.
### How to start
Book a free conversation. We’ll look at how leads move through your business today and tell you honestly whether this fits.
For Insurance Distribution Agencies
**Stop losing renewals to a full inbox and a busy week.**
### Who this is for
Insurance distribution agencies and POSP networks with growing agent teams handling new business and renewals.
### What changes for you
– Enquiries and leads assigned to agents automatically, not passed around by memory
– Renewal tracking with advance alerts, so policies don’t lapse unnoticed
– A policy and document checklist for every client
– One dashboard: agent-wise performance, renewals due this month, lapsed policies
### What this isn’t
Not a policy-issuance or underwriting platform. This is a lead, renewal, and team-tracking layer that sits on top of your existing process.
### What’s included
Import of your existing client and policy list · lead capture from website and one channel · renewal reminder workflows · one owner dashboard · agent training · a defined support period after go-live.
### How to start
Book a free conversation. We’ll look at how renewals are tracked today and tell you honestly whether this fits.
RESULTS
# What a Rollout Looks Like
Week 1: Discovery & data import
Week 2: Workflow & dashboard build
Week 3: Training
Week 4: Go-live & handover
