Welcome Back, Rajesh 👋
Your insurance financing dashboard
Active Loans
2
Total active
Next EMI
₹2,450
Due 15 Feb
Outstanding
₹28,900
Total balance
Total Paid
₹34,100
All time
Active Loans
| Policy | Insurer | Amount | EMI | Status |
|---|---|---|---|---|
| Health Insurance | HDFC Insurance | ₹35,000 | ₹1,458 | Active |
| Motor Insurance | ICICI Lombard | ₹28,000 | ₹1,167 | Active |
My Applications
Track all your loan applications
New Application
Application History
| ID | Type | Premium | Status | Applied |
|---|---|---|---|---|
| #APP001 | Health | ₹35,000 | Approved | 10 Jan |
| #APP002 | Motor | ₹28,000 | Approved | 08 Jan |
My Loans
Manage your active loans and EMI schedules
Total EMIs
24
Total installments
Paid
8
Completed
Remaining
16
Pending
Loan Accounts
| Policy | EMI | Outstanding | Next Due | Action |
|---|---|---|---|---|
| Health Insurance | ₹1,458 | ₹14,580 | 15 Feb | |
| Motor Insurance | ₹1,167 | ₹14,320 | 15 Feb |
EMI Calculator
Calculate your monthly installment
Calculate EMI
Calculation Results
Monthly EMI
₹1,458
Total Payable
₹34,992
Total Interest
₹-8
Processing Fee
₹350
Payment History
Track all your EMI payments
Payment Records
| Date | Policy | Amount | Mode | Status |
|---|---|---|---|---|
| 15 Jan 2024 | Health | ₹1,458 | Credit Card | Success |
| 15 Dec 2023 | Motor | ₹1,167 | Net Banking | Success |
Documents Hub
Download your agreements and certificates
📄 Loan Agreements
Loan Agreement - Health (2024)
HDFC Insurance Premium Financing Agreement
Loan Agreement - Motor (2024)
ICICI Lombard Premium Financing Agreement
📋 Insurance Certificates
Insurance Policy - Health
Active Health Insurance Policy Document
Insurance Policy - Motor
Active Motor Insurance Policy Document
Support & Help
Create tickets and track support requests
New Support Ticket
My Tickets
#TKT001 - EMI Payment Issue
Unable to make payment through credit card
RESOLVED
#TKT002 - Document Request
Need original loan agreement copy
OPEN
Profile Settings
Manage your account information
Personal Information
Security Settings
🔒 Password
Last changed 30 days ago
🔐 Two-Factor Authentication
Not enabled. Secure your account by enabling 2FA
Notifications
Manage your notification preferences
Notification Center
EMI Payment Due - Health Insurance
Today
Your EMI of ₹1,458 is due on 15 Feb 2024
EMI Payment Successful
15 Jan
Your EMI payment of ₹1,167 has been received
Loan Application Approved
08 Jan
Your Motor Insurance loan has been approved
Notification Preferences
Email Notifications
Receive updates via email
SMS Notifications
Receive updates via SMS
Push Notifications
Receive app notifications
Referral Program
Earn rewards by referring friends
💰 Earn ₹500 per referral!
Share your unique link with friends. When they apply and get approved, you earn ₹500 instantly into your account.
Your Referral Link
https://sharp-finance.com/ref/rajesh_kumar_12345
Referral Statistics
Total Referrals
5
Successful Approvals
3
Total Earnings
₹1,500
Insurance Coverage
View your active insurance policies
Health Insurance
INSURER
HDFC Insurance
COVERAGE AMOUNT
₹5,00,000
VALIDITY
01 Jan 2024 - 31 Dec 2024
STATUS
Active
Motor Insurance
INSURER
ICICI Lombard
COVERAGE AMOUNT
₹10,00,000
VALIDITY
01 Jan 2024 - 31 Dec 2024
STATUS
Active
Payment Methods
Manage your payment methods
Saved Payment Methods
💳 HDFC Credit Card
Card ending with 4521
🏦 ICICI Net Banking
Account verified
FAQ & Help
Answers to frequently asked questions
Frequently Asked Questions
❓ What is the maximum loan amount I can apply for?
❓ How long does the approval process take?
❓ Can I prepay my loan?
❓ What documents do I need to provide?
Loan Pre-Qualification
Check your eligibility instantly
Quick Eligibility Check
Account Security
Secure your account and manage access
🔐 Security Overview
✓
Email Verified
rajesh@email.com
✓
Phone Verified
+91 9876543210
✗
Two-Factor Authentication
Not enabled
📋 Active Sessions
💻 Chrome - Mumbai
Last active: 5 mins ago
Current Device
📱 Mobile - Delhi
Last active: 2 days ago
Welcome Agent, Priya 🎯
Your sales and commission dashboard
Total Apps
24
This month
Approvals
18
75% rate
Pending
4
Under review
Commission
₹18,560
Earned
Recent Applications
| Customer | Type | Amount | Commission | Status |
|---|---|---|---|---|
| John Doe | Health | ₹35,000 | ₹700 | Approved |
| Sarah Smith | Motor | ₹28,000 | ₹560 | Approved |
| Mike Johnson | Travel | ₹12,000 | ₹240 | Pending |
My Customers
Manage and track your customer base
Add New Customer
All Customers
| Name | Phone | Type | Premium | Status |
|---|---|---|---|---|
| John Doe | 9876543210 | Health | ₹35,000 | Approved |
| Sarah Smith | 9123456789 | Motor | ₹28,000 | Approved |
My Commission
Track earnings and commission breakdown
This Month
₹18,560
Current
Last Month
₹15,240
Previous
Growth
+21.8%
MoM
Commission by Category
| Type | Apps | Approvals | Rate | Total |
|---|---|---|---|---|
| Health | 10 | 8 | 2% | ₹5,600 |
| Motor | 8 | 7 | 2% | ₹3,920 |
| Travel | 6 | 3 | 2% | ₹720 |
Performance Analytics
Track your targets and achievements
Monthly Target
Applications
24 / 30
Approvals
18 / 20
Commission Target
₹18,560 / ₹20,000
Performance Badges
Sales Pipeline
Track leads and opportunities
🆕 New Leads
8
Leads awaiting follow-up
⏳ In Progress
5
Pending approval
✓ Closed
24
This month
Commission Payouts
View payout history and schedule
Upcoming Payouts
February 2024
Payout date: 05 Mar 2024
₹18,560
January 2024
Paid on: 05 Feb 2024
₹15,240
Marketing Materials
Download brochures and promotional content
Product Brochures
Health Insurance - Overview
Complete features and benefits guide
Motor Insurance - Comparison
Features comparison across insurers
Promotional Templates
Email Campaign Template
Ready-to-use email marketing template
Social Media Posts
Pre-designed posts for Instagram & Facebook
Customer Support Tools
Manage customer queries and issues
Support Tickets
#SUP001 - John Doe
Question about EMI calculation for health insurance
PENDING RESPONSE
#SUP002 - Sarah Smith
Request for policy document copy
RESOLVED
Reports & Downloads
Generate and download performance reports
Available Reports
Monthly Performance Report
All metrics for February 2024
Commission Breakdown Report
Detailed commission by category
Customer List with Status
All customers and application status
Training Resources
Upskill and learn best practices
📹 Video Tutorials
How to Generate Quotes
Duration: 5 mins
Best Practices for Sales
Duration: 12 mins
📚 Documentation
Agent Handbook
Complete reference guide
Product FAQs
Answers to common questions
Team Rankings
See how you compare with other agents
Top Agents This Month
| Rank | Agent | Applications | Commission | Status |
|---|---|---|---|---|
| 🥇 | Priya Sharma | 24 | ₹18,560 | YOU |
| 🥈 | Amit Patel | 22 | ₹16,240 | |
| 🥉 | Neha Verma | 20 | ₹14,820 | |
| 4 | Rahul Singh | 18 | ₹13,400 |
Rewards & Incentives
Unlock bonuses and special rewards
Available Rewards
100 Approvals Bonus
Progress: 75/100
₹5,000
Travel Incentive
Top 3 agents in Feb
Bali Trip
Claimed Rewards
Performance Bonus
Received
January 2024
Gadget Voucher
Received
December 2023
Document Library
Access all templates and documents
All Documents
| Document Name | Type | Last Updated | Action |
|---|---|---|---|
| Customer KYC Form | Template | 01 Feb 2024 | |
| Commission Agreement | Policy | 15 Jan 2024 | |
| Product Comparison Sheet | Reference | 10 Feb 2024 |
Account Settings
Manage your agent profile
Profile Information
Bank Details
Admin Dashboard 📊
Platform management and analytics
Total Apps
1,249
This month
Total Value
₹4.2 Cr
AUM
Approval Rate
84.5%
Performance
Active Agents
234
On platform
Platform Overview
| Metric | This Month | Last Month | Growth |
|---|---|---|---|
| Applications | 1,249 | 1,082 | +15.4% |
| Approvals | 1,055 | 912 | +15.7% |
| Total Value | ₹4.2 Cr | ₹3.6 Cr | +16.7% |
| Active Agents | 234 | 198 | +18.2% |
All Applications
Manage all platform applications
Filter & Search
Applications List
| ID | Customer | Type | Amount | Agent | Status | Date |
|---|---|---|---|---|---|---|
| #APP1001 | Rajesh Kumar | Health | ₹35,000 | Priya Sharma | Approved | 10 Jan |
| #APP1002 | John Doe | Motor | ₹28,000 | Priya Sharma | Approved | 08 Jan |
| #APP1003 | Sarah Smith | Travel | ₹12,000 | Amit Patel | Processing | 15 Jan |
Agents & Brokers
Manage agent network
Top Agents
| Agent Name | Apps | Approvals | Commission | Status |
|---|---|---|---|---|
| Priya Sharma | 45 | 38 | ₹18,560 | Active |
| Amit Patel | 42 | 35 | ₹16,240 | Active |
| Neha Verma | 38 | 32 | ₹14,820 | Active |
Financial Management
Revenue, payouts, and metrics
Total Revenue
₹32.5 L
This month
Commissions
₹18.2 L
Paid
Outstanding
₹2.3 L
Pending
Financial Summary
| Category | Amount | Percentage | Status |
|---|---|---|---|
| Processing Fees | ₹12.8 L | 39.4% | Collected |
| Agent Commissions | ₹18.2 L | 55.9% | Pending |
| Operational Cost | ₹1.5 L | 4.6% | Paid |
System Settings
Configure platform parameters
General Settings
Feature Toggles
Customer Self-Service
Agent Portal
Referral Program
API Access
User Management
Manage users and permissions
All Users
| Name | Role | Status | Action | |
|---|---|---|---|---|
| Priya Sharma | priya@sharpfinance.com | Agent | Active | |
| Rajesh Kumar | rajesh@email.com | Customer | Active |
Reports & Export
Generate and download data reports
Monthly Reports
February 2024
Complete monthly report
January 2024
Complete monthly report
Custom Export
Compliance & Audit
Track compliance and audit logs
Audit Logs
| Time | User | Action | Details | Status |
|---|---|---|---|---|
| Today, 10:30 AM | Admin User | Commission Payout | ₹18.2 L processed | Success |
| Today, 09:15 AM | Priya Sharma | Application Submitted | App #APP1003 | Logged |
| Yesterday, 04:20 PM | Admin User | Settings Updated | Commission Rate | Success |
KYC Verification Queue
Verify customer KYC documents
Pending KYC Verifications
| Customer | Documents | Submitted | Status | Action |
|---|---|---|---|---|
| Mike Johnson | ID, Address Proof | Today | Pending | |
| Sarah White | ID, Address Proof, Income | Yesterday | Pending |
Insurer Management
Manage insurance partners
Active Insurers
| Insurer Name | Types | Commission | Status | Action |
|---|---|---|---|---|
| HDFC Insurance | Health, Travel | 2% | Active | |
| ICICI Lombard | Motor, Fire | 2% | Active |
Dispute Resolution
Handle customer complaints and issues
Open Disputes
#DIS001 - Rajesh Kumar
Incorrect EMI calculation in application
CRITICAL
#DIS002 - John Doe
Payment not received in account
HIGH
System Health
Monitor platform performance
Service Status
API Server
99.98% uptime
Database
99.99% uptime
Payment Gateway
99.95% uptime
Performance Metrics
CPU Usage
45%
Memory Usage
68%
Storage Usage
52%
Email Templates
Manage communication templates
Email Templates
| Template Name | Type | Updated | Status | Action |
|---|---|---|---|---|
| Application Approved | Notification | 01 Feb | Active | |
| EMI Reminder | Reminder | 30 Jan | Active | |
| Welcome Email | Onboarding | 25 Jan | Active |
API Integration
Manage API keys and endpoints
API Keys
Live Key
sk_live_4j9k...
Test Key
sk_test_7f2k...
API Endpoints
POST /api/applications
Create new application
GET /api/status
Check application status
Activity Logs
Complete system activity history
Recent Activities
| Time | User | Action | Resource | Details |
|---|---|---|---|---|
| Today 10:45 | Admin User | Payout Processed | Commission | ₹18.2 L transferred |
| Today 09:30 | Priya Sharma | Application Created | Application | #APP1003 |
| Yesterday 04:15 | Admin User | Configuration Changed | Settings | Commission Rate updated |
Communication Center
Send notifications and announcements
Send Announcement
Recent Announcements
New Features Released
February 5, 2024
New dashboard features are now available for all users.
Maintenance Notice
February 1, 2024
Scheduled maintenance on February 3, 2024 from 2-4 AM.
Corporate Dashboard
Group Insurance Management
👥
450
Total Employees
💰
₹6.75 Cr
Financed Premium
✅
94%
Approval Rate
📋
12
Active Policies
Department-wise Breakdown
Engineering
156
Employees
₹2.10 Cr
Sales & Marketing
98
Employees
₹1.32 Cr
HR & Operations
196
Employees
₹3.33 Cr
Manage Policies
Create and manage group policies
| Policy ID | Insurance Type | Employees | Premium | Status |
|---|---|---|---|---|
| #POL001 | Group Life | 250 | ₹3.75 Cr | Active |
| #POL002 | Group Health | 450 | ₹3.00 Cr | Active |
Employee Management
Manage enrolled employees
| Employee ID | Name | Department | Status | |
|---|---|---|---|---|
| EMP001 | Rajesh Kumar | Engineering | rajesh@company.com | Active |
| EMP002 | Priya Sharma | HR | priya@company.com | Active |
| EMP003 | Amit Patel | Finance | amit@company.com | Inactive |
| EMP004 | Neha Singh | Engineering | neha@company.com | Active |
Group Analytics
Analyze group performance
Premium Growth
+12%
YoY Growth
Enrolment
94%
Coverage Rate
EMI Collection
99.2%
On-Time Payments
Bulk Onboarding
Upload employee list via CSV
📥 Upload Employees
📁
Drag & drop CSV file or
Max size: 5MB | Format: CSV
📋 CSV Template & Format
Download template with all required fields for Indian insurance companies:
Required CSV Columns:
| Column Name | Format | Example |
|---|---|---|
| Employee ID * | Text | EMP001 |
| Full Name * | Text | Rajesh Kumar |
| Email * | rajesh@company.com | |
| Phone * | 10 digits | 9876543210 |
| Date of Birth * | DD/MM/YYYY | 15/05/1990 |
| Aadhaar * | 12 digits | 123456789012 |
| PAN * | Format: AAAXX1234A | ABCDE1234F |
| Department * | Text | Engineering |
| Designation * | Text | Senior Engineer |
| Annual Income * | Numeric | 1200000 |
| Bank Account * | Numeric | 1234567890 |
| IFSC Code * | Format: XXXX0000001 | ICIC0000001 |
Auto-Renewal
Manage renewal settings
Next Renewal: 31st March 2026
Estimated premium: ₹6.85 Cr
Renewal Settings
Reports & Compliance
Download reports and compliance documents
📊
Premium Report
👥
Coverage Report
📋
Compliance Audit
Bulk KYC Verification
Verify documents for all enrolled employees
450
Total Employees
387
KYC Verified
52
Pending Review
11
Document Issues
KYC Status Summary
| Employee ID | Name | Aadhaar | PAN | Address Proof | Bank Details | Status |
|---|---|---|---|---|---|---|
| EMP001 | Rajesh Kumar | ✓ | ✓ | ✓ | ✓ | Verified |
| EMP002 | Priya Sharma | ✓ | ✓ | ⚠ | ✓ | Pending |
| EMP003 | Amit Patel | ✓ | ✗ | ✓ | ✓ | Issue |
| EMP004 | Neha Singh | ✓ | ✓ | ✓ | ✓ | Verified |
📋 KYC Document Requirements
🆔
Aadhaar eKYC
12-digit unique identity number with biometric verification
📄
PAN Card
Permanent Account Number for tax identification
🏠
Address Proof
Utility bill, rental agreement, or property documents
💳
Bank Details
Account number, IFSC code, and bank passbook
📸
Photo & Signature
High-quality digital copy for records
📋
Income Documents
Salary certificate or ITR for 2 years
Partner Dashboard
Your sales performance
156
Customers Referred
₹3.12 Cr
Premium Volume
92%
Conversion Rate
₹4.68 L
Commission Earned
My Customers
Manage your customer base
Add New Customer
| Customer Name | Phone | Premium | Type | Status |
|---|---|---|---|---|
| Rajesh Kumar | 98765 43210 | ₹1,50,000 | Life Insurance | Active |
| Priya Sharma | 98765 43211 | ₹80,000 | Motor Insurance | Active |
Sales Tracking
Track your sales pipeline
78
New Leads
45
Pending Approval
156
Total Approved
Commission Management
Track your earnings
| Month | Sales | Approved | Rate | Commission |
|---|---|---|---|---|
| January 2026 | 156 | 143 | 3% | ₹1,20,000 |
| December 2025 | 132 | 121 | 3% | ₹1,05,600 |
Customer Onboarding
Add new customer referrals
Performance Reports
Analyze your metrics
92%
Conversion Rate
98%
Target Met
4.7/5
Satisfaction Score
Compliance Documents
Manage your compliance
| Document | Type | Expiry | Status |
|---|---|---|---|
| GST Certificate | Registration | 31 Dec 2026 | Valid |
| NBFC Agreement | Contract | 31 Dec 2025 | Expiring |