BimaGrow Sub Agent App β Your Insurance Business, All in One Place.
Your advisor has set up this app exclusively for you. Track all
your policies, monitor your earnings, check upcoming renewals and
manage your complete ledger β anytime, anywhere.
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KEY FEATURES
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π All Your Policies in One Place
View all insurance policies added by your advisor on your behalf
β Life, Health, Motor, and Travel β on a single dashboard.
No paperwork, no confusion.
π° Earnings Tracker
See exactly how much commission and earning you have made on
each policy. Know your income at a glance without waiting for
your advisor to update you.
π Renewal Management
Stay on top of upcoming policy renewals. Get timely alerts so
you never miss a renewal and never lose a client.
π Complete Ledger View
View your full financial ledger with your advisor β all
transactions, dues, credits and settlements in one place.
Full transparency, zero confusion.
π Renewal Reminders & Alerts
Get automatic notifications before any policy expires. Stay
ahead of renewals and keep your clients covered.
π€ Your Advisor's Details, Always Handy
View your advisor's complete contact information right inside
the app. Reach out anytime you need support or clarification.
π Birthday Notifications
Get reminders for your clients' birthdays and important dates.
A small touch that helps you build stronger relationships.
π Secure & Private
Your data is completely safe. Only your advisor can create and
manage your app access.
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π WHO IS THIS APP FOR?
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This app is designed for sub agents and junior advisors working
under an insurance advisor who uses the iAgency Software /
BimaGrow platform. Your advisor will set up your personalized
access, after which you can view your complete business
performance in one place.
If you don't have access yet, contact your advisor to get started.
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π·οΈ WHAT YOU GET
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β View all your active insurance policies
β Track commission and earnings per policy
β Get renewal alerts before policies expire
β View complete ledger with your advisor
β Access your advisor's contact details anytime
β Receive birthday and important date reminders
β Safe, private and advisor-managed access
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