Qualified leads, plus the operations muscle to convert and keep them
Five services that cover the full lifecycle of a policy — from the first verified enquiry to a settled claim and a renewed premium.
Everything an insurance intermediary needs, in one place
Two engines, one partnership: a steady flow of qualified prospects, and an operations desk that carries the paperwork, servicing and claims with you.
Qualified Lead Generation
High-intent, verified prospects across every major insurance vertical — delivered ready to quote, not raw data dumps.
- General Insurance LeadsMotor, Commercial Vehicles, Fire, Marine, Travel, and Property coverage from all top insurers.
- Health Insurance LeadsIndividual, Family Floater, Senior Citizen, and Critical Illness plans across all insurance providers.
- Life Insurance LeadsTerm Life, Endowment, ULIPs, Savings, and Retirement plans from leading carriers.
End-to-End After-Sales Support
The work that happens after the sale is where partnerships are won. We run it with you — issuance, servicing, renewals, claims.
- 24/7 Client ServiceDedicated assistance for policy servicing, updates, and renewals so your clients are never left stranded.
- Complete Claim SupportWe boast a high 98% Claim Settlement Ratio Support, standing by your policyholders when they need it most.
- IRDAI IC-37 & IC-38 ComplianceOur processes adhere strictly to IRDAI guidelines, protecting your license and upholding ethical standards.
What you get, service by service
Exactly what is included in each engagement, so there are no surprises after onboarding.
Service 01
Insurance Lead Generation for Agents & POSPs
Verified, high-intent Life, Health and General insurance leads matched to your licence, product mix and preferred cities.
- Consent-captured prospects with stated product interest
- Deduplicated and phone-verified before delivery
- Filtered by city, product line and premium band
- Delivered daily via dashboard, WhatsApp or CRM push
Service 02
Policy Issuance & Back-Office Operations
Quote comparison, proposal filling, document collection, medicals coordination and issuance follow-up handled by our operations desk.
- Multi-insurer quote comparison sheets
- Proposal form and KYC documentation support
- Underwriting and medical test coordination
- Issuance tracking until policy PDF is in hand
Service 03
24/7 Client Servicing & Renewals
A dedicated service desk that answers your policyholders so you can stay focused on new business and relationships.
- Endorsements, nominee and address updates
- Renewal reminders and payment link support
- Portability and plan-migration guidance
- Escalation handling with insurer service teams
Service 04
Claim Assistance & Settlement Support
Documentation, intimation, hospital coordination and follow-through until the claim is settled — with 98% claim support success.
- Cashless pre-authorisation coordination
- Reimbursement file preparation and submission
- Query resolution with TPA and insurer
- Status updates shared with you and your client
Service 05
IRDAI IC-37 & IC-38 Compliance Advisory
Every process, script and disclosure is mapped to IRDAI IC-37 and IC-38 guidance so your licence and reputation stay protected.
- Consent-first lead capture and audit trail
- Compliant sales scripts and disclosure templates
- Mis-selling prevention checks
- Record retention aligned with regulatory norms
From first call to a serviced, renewing client
Onboarding takes a single call. Most partners receive their first matched leads within 24–48 hours.
- 01
Tell us your practice profile
Share your licence type, product focus, target cities and monthly capacity in a 10-minute call.
- 02
Receive matched, verified leads
We deliver consent-captured, high-intent prospects filtered to your exact criteria — daily.
- 03
Close with ops backing you
Our desk handles quotes, proposal paperwork and issuance follow-up while you focus on the conversation.
- 04
We service and retain the client
24/7 servicing, renewal nudges and claim support keep your book sticky and your referrals flowing.
Traditional lead providers vs. VimaAdvisor
Here is the difference between buying a contact list and gaining an operations partner.
| Feature | Traditional Lead Providers | VimaAdvisor |
|---|---|---|
| Lead Quality | Raw, unverified contact numbers | Qualified, high-intent prospects |
| Product Coverage | Limited insurance verticals | All products across Life, Health & General |
| After-Sales Support | None | 24/7 Active Client Assistance |
| Claim Assistance | Hands off | Dedicated 98% Claim Support |
| Compliance | Minimal oversight | Strictly IC-37 & IC-38 Compliant |
Lead Quality
- Traditional providers
- Raw, unverified contact numbers
- VimaAdvisor
- Qualified, high-intent prospects
Product Coverage
- Traditional providers
- Limited insurance verticals
- VimaAdvisor
- All products across Life, Health & General
After-Sales Support
- Traditional providers
- None
- VimaAdvisor
- 24/7 Active Client Assistance
Claim Assistance
- Traditional providers
- Hands off
- VimaAdvisor
- Dedicated 98% Claim Support
Compliance
- Traditional providers
- Minimal oversight
- VimaAdvisor
- Strictly IC-37 & IC-38 Compliant
In short: traditional vendors sell you data. VimaAdvisor delivers qualified, high-intent prospects across all Life, Health and General insurance products, then supports every policy with 24/7 client assistance, 98% claim settlement support and strict IRDAI IC-37 / IC-38 compliance.
Ready to stop chasing leads and start closing them?
Onboarding takes one short call. 24/7 Client Support Available — Compliant with IRDAI IC-37 & IC-38 Guidelines.