Never miss a policy renewal again
Oqlio is the renewal-first CRM for insurance agents and agencies. Track every client, every policy, every commission — in one operational dashboard.
Built for insurance agents · brokers · agencies · renewal teams · ops managers
Stop losing renewals to a forgotten spreadsheet
Renewals slipping past expiry
Auto-scheduled reminders T-90 → T-1, with a renewal pipeline you actually look at.
Client docs scattered across WhatsApp & email
Every PDF, KYC and claim attached to the policy and client.
Commissions calculated in spreadsheets
Per-insurer, per-agent rules with payout tracking and statements.
Everything an agency needs to run, daily
Renewals
Pipeline view, T-90 reminders, and lost-renewal recovery.
Client CRM
Profiles, families, notes, and a full interaction timeline.
Commissions
Slab, percent, fixed and renewal-bonus rules per insurer.
Documents
Policy PDFs, KYC, RCs, claim docs — securely stored.
Birthdays
Birthday & anniversary reminders for every client.
Follow-ups
Call logs, scheduled callbacks, and task assignments.
See every renewal before it slips
Your dashboard surfaces renewals due today, this week, and this month. Every policy gets reminders scheduled at T-90, T-60, T-30, T-15, T-7, T-3 and T-1 days — automatically.
Auto-scheduled reminders, in-app and via the calendar
Pipeline view: Upcoming · Due · Renewed · Lost
Assign renewals to agents and track owner accountability
Renewals · this week
14 dueAcme Corp
Group Health · INS-2940
Tue
₹4,20,000
Priya Shah
Motor · MTR-1124
Wed
₹18,400
Foster Family
Family Floater · FF-093
Fri
₹62,300
Verma Logistics
Fleet · FLT-22
Sat
₹2,80,000
Built for the way agencies actually work
Renewal-first
The dashboard leads with what's due, not what's old.
Commissions made clear
Slab, percent, fixed — modeled per insurer & agent.
Agent productivity
Quick-call, log conversations, schedule follow-ups.
All docs in one place
KYC, RCs, policy PDFs and claim docs — encrypted.
Bring your agency operations into one platform
Renewals, commissions, documents, follow-ups — all in one CRM built for insurance agents.