BimaGrow: Partner App

BimaGrow:Calculate Manage Insurance Policy Renewal

About this app

BimaGrow Partner App — Grow Together, Earn Together.

As a BimaGrow referral partner, this app gives you complete
visibility of every client you refer — from signup and trial
to subscription and earnings. Manage your referral business
smarter, all from one place.

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✅ KEY FEATURES
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👥 Client Signup & Onboarding
Sign up new clients directly from the app. Refer and onboard
insurance advisors onto the BimaGrow platform without any
paperwork or back-and-forth.

🧪 Trial Tracking
Monitor the trial status of every referred client in real time.
See who is actively using the trial, who has completed it, and
who needs a follow-up — all in one dashboard.

📋 Trial & Subscription Separate Lists
View your referred clients in two clear lists — active trials
and paid subscriptions. Know exactly where each client stands
at any point in time.

📇 Built-in CRM for Partners
Add and manage all your contacts directly inside the app.
Track every lead, follow up one by one, add notes and stages,
and never let a potential client slip through the cracks.

🎯 Lead Stages & Notes
Assign stages to each lead and add notes at every step of
your follow-up journey. Stay organized, stay on top of every
conversation, and close more referrals with a structured
pipeline.

💰 Earnings Tracker
See your commission and referral earnings for every successful
sale. Know exactly how much you have earned and from which client
— full transparency on your income.

📒 Complete Ledger View
View your full financial ledger — all earnings, dues, credits
and settlements with BimaGrow in one place. No confusion, no
disputes.

🔔 Smart Notifications & Alerts
Get timely notifications when a trial is about to expire, when
a subscription is due for renewal, or when a new lead activity
happens — so you never miss a follow-up opportunity.

🎂 Birthday Reminders
Get birthday reminders for your referred clients. Stay connected
and build stronger long-term relationships.

🔒 Secure & Private
Your data and your clients' data are completely safe. Only
authorized BimaGrow partners can access this app.

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📌 WHO IS THIS APP FOR?
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This app is exclusively for referral partners of BimaGrow —
individuals or businesses who refer insurance advisors and agency
owners to the BimaGrow / iAgency Software platform and earn
commission on successful conversions and renewals.

If you are not yet a BimaGrow partner, visit www.bimagrow.com
to learn more and apply.

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🏷️ WHAT YOU GET
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✔ Onboard and refer new clients directly from the app
✔ Track trial status of every referred client
✔ View separate lists for trials and subscriptions
✔ Manage all contacts and leads with built-in CRM
✔ Assign stages and add notes for every lead
✔ Monitor your referral earnings per client
✔ View complete ledger with BimaGrow
✔ Get renewal and trial expiry notifications
✔ Receive birthday reminders for your clients
✔ Safe, secure and partner-only access