URVA for Insurance
Close Policies Faster, Keep Customers Informed, Collect Premiums On Time
Trusted by
the best
Forget What Was Promised to the Customer?
Track Every Insurance Conversation—Clear, Compliant, and Centralized
📞 Auto-Log All Interactions – Calls, WhatsApp, SMS—captured automatically.
👤 Unified Customer Records – Attach each chat/call to the policyholder’s profile.
📝 Agent Notes & Follow-Ups – Log updates right after the conversation.
🔄 Seamless Continuity – Context stays intact even if agents change.
📊 Manager Oversight – Review trends across branches, teams, and agents.
✅ Audit-Ready History – Timestamped records for compliance & transparency.
Communication Tracking
❝ URVA helped us bring structure to our advisor and customer conversations. Every interaction is now tracked, improving response quality and ensuring full compliance❞
Are Your Agents Lost Without a Plan?
Give Every Insurance Agent Clarity, Control & Confidence
📅 Daily Plans & Schedules – Tasks and visits delivered straight to their phone.
🎯 Smart Task Allocation – Auto-assign by region, product, or priority.
📍 Movement & Time Tracking – Know where they are and how long tasks take.
📑 On-the-Go Documentation – Upload forms, collect signatures, capture proofs.
📊 Agent KPIs in Real Time – Monitor productivity, pending tasks & closures.
Agent Management
❝ With URVA, managing our field agents has become effortless. From onboarding to performance monitoring, we now have full control and visibility in one place❞
Verifications Taking Forever?
Fast-Track Insurance Verifications Without Skipping Steps
🎯 Smart Task Allocation – Assign based on agent location and urgency.
📑 Digital Proof Collection – Capture KYC docs, forms & photos from the field.
📍 Geo-Tagged Evidence – Ensure traceability and compliance at every step.
🔄 Instant Back-Office Sync – Push updates to underwriters in real time.
📊 One-View Tracking – Monitor status, TATs & agent performance easily.
Verification
❝ URVA has simplified the field verification process for our policy onboarding. It’s fast, reliable, and fully compliant - making both customers and auditors happy❞
Chasing Premiums Like a Detective?
Make Premium Collections Predictable, Not Painful
📱 Mobile-First Agent Toolkit – Manage collections, visits & payments on the go.
🗂️ Paperless Tracking – Log payments, visits & follow-ups digitally.
🔄 Real-Time Sync – Keep HQ updated instantly—no manual chasing.
⏰ Smart Reminders – Automate due & lapsed premium alerts.
📸 Digital Proof Capture – Collect signed receipts, photos & voice notes at every visit.
Collection
❝ URVA’s collection workflow has optimized agent visits, improved recovery tracking, and brought transparency to our field collection ecosystem❞
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