Finodesk AI Assistant
Your intelligent insurance business partner - ask anything, upload documents, manage your CRM
Hello! I'm your AI-powered insurance assistant. 👋
I can help you with:
AI Assistant • Just now
AI can search your data, process documents, and perform actions. Upload Aadhaar, PAN, or policy documents for automatic processing.
Quick Actions
Recent Customers
Quick Tasks
AI Activity Log
No recent activity
Good Morning!
Here's your business overview for today
Action Required
This Month's Business
₹0
Policies
0
Coverage
₹0
YTD Premium
₹0
Lead Pipeline
0
Total Customers
0
Active Policies
0
Pending Renewals
₹0
Total Commission
0
Pending Claims
0
Pending Proposals
Wallet Balance
₹0
Total Coverage Under Management
₹0
Across 0 active policies
Total Agents
0
Total Products
0
Insurance Companies
0
Business Trend (6 Months)
Hot Leads
No hot leads
Upcoming Renewals
No upcoming renewals
Portfolio Distribution
Recent Policies
| Policy | Customer | Premium | Status |
|---|---|---|---|
|
No recent policies |
|||
Referrals
0
Total Referrals Received
0
Pending
0
Converted
Request testimonials from happy customers to boost referrals
Total Leads
0
Hot Leads
0
Converted
0
This Month
0
| Lead | Contact | Interest | Source | Priority | Status | Created | Messages | Actions |
|---|
| Customer | Contact | Location | Active Policies | Total Premium | Actions |
|---|
Conversation Inbox
Loading conversations...
No conversations yet
Start a new conversation with a lead or customer
Select a conversation
Choose from your existing conversations or start a new one
Contact Name
WhatsApp • Direct
Total Proposals
0
Awaiting Consent
0
Signed
0
Submitted
0
Policy Issued
0
| Proposal Code | Customer | Product | Sum Assured | Premium | Status | Consent | Created | Actions |
|---|
| Policy Number | Customer | Product | Premium | Sum Assured | Next Due | Status | Actions |
|---|
Total Linked
0
Active Policies
0
Total Coverage
₹0
Customers
0
Policies Linked by Customers
These are external/imported policies that customers have linked to you for assistance
| Policy Number | Customer | Product/Company | Premium | Sum Assured | Next Due | Status | Actions |
|---|
Upcoming Renewals
| Policy Number | Customer | Product | Premium Due | Due Date | Days Left | Actions |
|---|
| Claim Number | Policy | Customer | Type | Amount | Status | Actions |
|---|
Total Received
₹0
Pending
₹0
Approved
₹0
Total Expected
₹0
| Policy | Customer | Product | Type | Premium | Rate | Commission | Status | Actions |
|---|
Payment Settings
Configure your payment details for collecting premiums from customers. When you send a payment link, customers can pay directly to your UPI ID.
UPI Settings
E.g., 9876543210@paytm, yourname@okicici
Name customers will see when paying
Bank Details (Optional)
For receiving settlements and cheque payments
My Collections
Total Collected
₹0
Pending Settlement
₹0
Settled
₹0
| Date | Policy | Company | Amount | Method | Status | Actions |
|---|
Payment Requests Sent
| Code | Customer | Policy | Amount | Status | Sent | Actions |
|---|
Wallet Balance
₹0
0
0
0
Active Packages
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Transaction History
| Date | Type | Description | Amount | Balance |
|---|---|---|---|---|
|
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Total Paid
₹0
Outstanding
₹0
Overdue
0
Active Modules
0
My Module Subscriptions
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My Invoices
| Invoice # | Period | Type | Amount | Amount Due | Status | Due Date | Actions |
|---|---|---|---|---|---|---|---|
|
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My Fee Waivers
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My Products Portfolio
Generate Marketing Content
Generated Content
My Campaigns
| Campaign Name | Product | Type | Status | Stats | Created | Actions |
|---|
Messaging Channel Configuration
Configure your messaging channels to send marketing campaigns and customer communications.
WhatsApp Business API
Telegram Bot
SMS Gateway
Email (SMTP / API)
Message Templates
Loading templates...
Create Bulk Campaign
1 Campaign Details
2 Select Audience
Filter by:
Estimated: 0 recipients
Drop your Excel file here or click to browse
Supported: .xlsx, .xls, .csv
file.xlsx
0 rows
Excel should have columns: name, phone, email (optional), telegram_id (optional)
Download Sample Excel3 Compose Message
Use {{field_name}} for dynamic fields. They will be replaced with actual customer data.
Preview
Campaign History
| Campaign | Channel | Recipients | Status | Sent | Created | Actions |
|---|
Team Management
Manage your team members and their access permissions. Sub-users can login with their own credentials and access features based on their assigned permissions.
Total Members
0
Active
0
Admins
0
Users
0
| Name | Role | Designation | Last Login | Status | Actions |
|---|
Permission Roles
Use predefined roles to quickly assign permissions to team members, or create your own custom roles.
Agent Alliance
No Alliance Set Up
Create an alliance to link multiple agent accounts (family members with different licenses) and share customers, leads, and policies while keeping commissions separate.
Owner:
Total Entities
0
Shared Customers
0
Total Policies
0
Active Leads
0
Alliance Entities
| Entity | Relation | Companies | Products | Actions |
|---|
Data View Mode
Control how data is displayed across the platform. In Alliance mode, you see shared data from all linked entities.
Activity Log
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Pending Requests
0
Approved
0
Denied
0
Total BOs
0
About Block Officer Access
Block Officers (BOs) are insurance company representatives who may request access to view your customers and policies for their company. You control what data they can see. Approved BOs can only view (not modify) data for their specific insurance company.
Pending Access Requests
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All Block Officer Access
| Block Officer | Insurance Company | Region | Requested | Status | Actions |
|---|---|---|---|---|---|
| Loading... | |||||
Total Messages
0
Read
0
Unread
0
Messages from Platform
Support Tickets
Manage customer support requests and admin communications
Open
0
In Progress
0
Pending
0
SLA Breached
0
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Auto Messaging
Automated messages for birthdays, renewals, and special occasions
Active Rules
0
Messages Sent Today
0
Pending Queue
0
This Month
0
Auto Message Rules
Loading rules...
Recent Auto Messages
Loading message log...
Loading report templates...
Configure Report
Filters
Report Data
| Select a report type and click Generate |
|---|
|
No data to display |
My Scheduled Reports
Schedule reports to be automatically generated and emailed to you daily, weekly, or monthly.
Loading schedules...
Daily Summary
Get end-of-day collection and activity report every evening at 6 PM
Weekly Review
Comprehensive weekly business report every Monday morning
Monthly Statement
Detailed monthly business and commission statement on 1st of each month
Report Generation History
| Report | Date Range | Records | Generated | Time | Actions |
|---|---|---|---|---|---|
|
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Total Expected
₹0
Total Received
₹0
Pending
₹0
Difference
₹0
Quarterly Breakdown
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By Insurance Company
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Commission Rules
Define commission structures based on policy value, premium payment type (one-time/recurring), tenure, and maturity parameters. Rules are matched by priority (highest first). Use slabs for tiered rates based on sum assured or premium amounts.
| Rule & Criteria | Company | Product | Payment | Y1 | Y2 | Y3 | Y6+ | Priority | Status | Actions |
|---|
Expected Commission
₹0
Expected
₹0
Actual
0
Matched
0
Pending
| Policy | Customer | Company | FY/Qtr | Premium | Expected | Actual | Diff | Status |
|---|
Quarterly Reconciliation
Compare your expected commission with actual payments from insurers. Upload statements to auto-match with your policies.
Select filters to view reconciliation data
Commission Statements
Upload commission statements from insurance companies to reconcile with your expected commissions.
| Statement | Company | Period | Policies | Total | Matched | Uploaded | Actions |
|---|
AI Policy Advisor
Get smart policy recommendations based on customer profile and needs
Customer Profile
AI Policy Advisor
Enter customer details and click "Get AI Recommendations" to receive personalized policy suggestions based on their profile, needs, and financial goals.
Analysis Summary
-
Life Stage
-
Protection Score
-
Recommended Cover
-
Monthly Budget
Coverage Gaps Identified
Recommended Policies
0 recommendationsTestimonials & Reviews
Collect and showcase customer testimonials
Avg Rating
-
Approved
0
Pending
0
Videos
0
Requests
0
All Testimonials
No testimonials yet
Request testimonials from your happy customers
Testimonial Requests
No pending requests
Pending Approval
No testimonials pending approval
Published Testimonials
Publishing Options
Share your testimonials on:
No published testimonials yet
Request Settings
Publishing Accounts
Find your Place ID at Google's Place ID Finder
Custom Questions
Add custom questions to ask customers when they submit testimonials.
Marketplace
Enable/disable features and services for your agency
Active Modules
0
Available
0
In Trial
0
Monthly Cost
₹0
Discovery Profile
Manage your public profile on the insurance agent discovery platform
Personal Information
Contact Information
Social Media
Profile Photos
Languages
Office Information
Location
Service Areas
Add the locations where you provide services
Insurance Specializations
Select the insurance categories you specialize in
Add Specialization
Partner Companies
Companies you are empaneled with or represent
Add Company Partnership
Certifications
Add Certification
Awards & Recognition
Add Award
Total Leads
0
Converted
0
Average Rating
-
Recent Leads
Reviews
My Profile
Wallet & Credits
Manage your balance for SMS, Email, WhatsApp and AI services
Wallet Balance
₹0
SMS Credits
0
Email Credits
0
AI Credits
0
Add Balance
Add money to your wallet for pay-per-use services
Credit Packages
Buy credit packages with bonus credits at discounted rates
My Active Packages
No active packages. Buy a package to get started!
Recent Transactions
| Date | Type | Description | Amount | Balance |
|---|---|---|---|---|
| No transactions yet | ||||
API Settings
Configure your own API keys or use platform defaults
How API Keys Work
By default, your account uses the platform's API keys for all services. If you have your own API keys (e.g., for higher limits or specific configurations), you can enter them here. Your keys will be used only for your account.
AI Provider Configuration
Admin OnlySelect the default AI provider for the platform. Open-source models like Llama run on Cloudflare's edge network at no extra cost.
These open-source models run directly on Cloudflare's edge network.
Get your API key from console.groq.com
Get your API key from api.together.xyz
Your self-hosted Ollama server endpoint.
Enter the model name you have installed (e.g., llama3.2, mistral, codellama)
AI Services
OptionalIf platform uses open-source AI (Cloudflare/Groq/Together), no keys are needed. These are only for Claude/OpenAI.