Free
₹0 for 1 year
- 20 AI documents / month
- 20 manual documents / month
- 20 clients
For insurance agents and POSPs
Every client, policy and renewal in one diary
Bima Diary shows you who is due today and keeps every policy, RTO document and KYC together, with reminders and calculators built in. For agents who sell life, health, motor and general insurance.
- Free plan for 1 year
- No card needed
- Works offline
One app for every line
Everything you sell, side by side
Pick what you sell when you start. The app puts those lines first, and the rest stay one tap away.
Life and LIC
Premium dues by mode, grace, lapsed policies, and maturity and money-back dates.
More on life
Health
Renewals, family floaters with their members, sum insured and cumulative bonus.
More on health
Motor
Vehicles with PUC, fitness, permit and RC dates, and a premium calculator.
More on motor
General
Home, shop, fire, travel, accident and marine policies with their dates.
More on generalHome
Start each day knowing who to call
Home lists what is due and overdue, most urgent first: renewals, premium instalments, RTO documents and open claims, each with a Call button right on the card.
- Renewals due in the next 30 days, and the ones that lapsed in the last 90
- Birthdays, wedding anniversaries, maturity and money-back dates
- Plus and Pro: WhatsApp and SMS reminders from the same card
Renewals
Renewals sorted into four clear lists
Pending, Renewed, Opportunity and Lost, by financial year, line and insurer. Nothing leaves a list without a reason you can see.
- RTO documents in their own lists: expiring, expired and valid
- You read every message and press send yourself; nothing goes out on its own
- Plus and Pro: reminders written from templates you can edit, sent one client at a time
Bring your book
Bring your book in, the way it is
Import your Excel or CSV sheet, read the details from policy PDFs, or fill a short form. Imported policies show on Home the same day.
- Excel columns matched for you; rows with no date or number still come in
- Policy PDFs read on your device, showing the part of the page each value came from
- Aadhaar: only the last 4 digits are kept, never an image
Calculators
A calculator for every line
Motor premium for all 8 vehicle classes with the tariff date shown, plus life cover, health cover, tax saving, premium dates, GST and an LIC maturity estimate from the bonus rates you type.
- Send the result to your client as a clean image
- Plus and Pro: your name, logo and number on quotes
- Every result says it is an estimate, never advice
Clients and families
A whole family's cover on one page
The client page groups every policy of the family by line, with total cover and premium per year, next to their vehicles, documents, KYC and claims.
- Claims tracked step by step, from intimation to settlement
- Commission noted for every line, month by month
- Find anyone by name, mobile, vehicle number or policy number
Phone and laptop
In the field on your phone, at the desk on your laptop
Sign in with your email and the same book is on every device. With no signal the app keeps working, and your changes go up when the internet is back.
Made for the way agents work
Your clients, your name, your data
Your name, not ours
Messages, quotes and your visiting card carry only your name and number. No client ever sees your commission.
Nothing sent on its own
Every WhatsApp or SMS opens for you to read and send. The app never messages a client by itself.
Aadhaar never stored
Only the last 4 digits of an Aadhaar number are kept, never an image. A PDF showing one is refused.
Yours to take or delete
Download everything as a backup file, or delete your account and everything in it, from Settings.
Works with no signal
The app opens and works offline, PDFs and Excel included, and catches up when you are back online.
No insurer comparisons
Bima Diary is a tool for your own book. It does not sell insurance, compare insurers or rank plans.
How it works
Ready in three steps
- 1
Start free with your email
No password to remember: we email you a code. Pick the lines you sell.
- 2
Bring your book
Import your Excel sheet, add policy PDFs, or fill in a client by hand.
- 3
Open Home every morning
Call the clients who are due, mark each one renewed, and move to the next.
Plans
Start free. Upgrade when your book grows.
Paid plans are for 3 months at a time and never renew by themselves.
Go
₹99 / 3 months
- 50 AI documents / month
- 50 manual documents / month
- 50 clients
Most popular
Plus
₹199 / 3 months
- 200 AI documents / month
- 200 manual documents / month
- 200 clients
Pro
₹499 / 3 months
- 500 AI documents / month
- 500 manual documents / month
- Unlimited clients
Questions
Asked before signing up
What is Bima Diary?
An app for insurance agents and POSPs to keep their whole book: clients and families, policies of every line, vehicles with their RTO documents, KYC and claims. Home shows who is due each day, and every reminder opens in WhatsApp or SMS for you to send.
Does it work without internet?
Yes. The app opens and works with no signal, including reading PDFs and importing Excel. Changes wait on the device and go to your account when the internet is back.
How do paid plans work?
Each payment is for 3 months of one plan. There is no subscription and nothing is charged automatically: a payment adds 3 months from today or from your current end date, whichever is later.
Does the app compare insurers or recommend plans?
No. Bima Diary is a tool for your own book. It does not sell insurance, compare insurers or rank plans, and every calculator says it is an estimate, not advice.
Open your diary today
Start on the Free plan: 20 clients, free for 1 year, with no card needed. Bring your book in and it shows on Home the same day.
