See the Insurance Advisor Tools Before You Get Access
These are the real sheets inside the toolkit, with sample numbers you replace with your own clients' data.
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Work out the life and health cover a family needs, compare quotes, plan goals and print a client proposal first. Then continue into renewals, leads, claims and commission with practical, ready-to-use Excel tools, without complicated insurance software.
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One connected workflow from the first meeting to renewals, claims and your commission.
Income, working years and family share to the cover needed.
Term and health cover after loans, goals and existing policies.
Five quotes side by side by cost per lakh and claim ratio.
A print-ready A4 proposal with needs, covers and premium summary.
Due dates, grace, lapsed.
Add-onFollow-ups, meetings, conversion.
Add-onDocuments, status, days open.
Add-onFact-find to one-page report.
Add-onBooked, received, renewal forecast.
Add-onBirthdays, requests, policy reviews.
Add-onStart with the calculators: from a family's cover need to a printed proposal, all in one Excel workbook.
These are the real sheets inside the toolkit, with sample numbers you replace with your own clients' data.
Six add-on kits on the checkout, or all 6 for ₹299. Type your own data: 450+ ready rows, everything updates.
Policy Renewal Control Kit🔍 ViewClients, policies, next due dates by formula, renewals due and the lapsed list.
Lead & Prospect CRM Kit🔍 ViewLeads with follow-up dates, meetings log, proposals sent and conversion by source.
Claims Assistance Kit🔍 ViewClaim register, documents checklist per claim type, hospital log and days open.
Family Needs Analysis Kit🔍 ViewFact-find form, life and health gaps and a one-page needs report.
Commission & Income Tracker Kit🔍 ViewBusiness booked, commission received, renewal forecast, expenses and net income.
Client Service & Greetings Kit🔍 ViewBirthdays and anniversaries, service requests and yearly policy reviews.
Cover need, proposal and renewals for every client.
Family floater, parents' cover and claim help.
Simple quotes, proposals and follow-ups from day one.
Policies, renewals and commission for the whole team.
Goals, retirement and protection in one plan.
Motor, home and accident renewals on time.
Fact-find and a needs report for every family.
Start with clean systems from the first client.
✍️ Every sheet is ready for your own clients. Type your own data: 450+ ready rows, everything updates.
Right after payment. The download link comes on your email and also shows on the thank you page.
It is a set of Excel workbooks. Open them in Microsoft Excel, or upload to Google Sheets and use them on your mobile.
No. Type your own clients' data in the yellow cells. Every total, gap and chart updates by itself.
Yes. Inflation, growth, premiums, commission % and tax limits are all your own inputs, marked as samples.
They are samples for planning. Type the insurer's official quote and check the current rules; nothing is promised.
Six optional kits (renewals, leads, claims, family needs, commission, client service) offered on the checkout page. Take any of them, or all six for ₹299.
Yes. Every register has 450+ ready rows: add your own clients below the samples and everything updates.
Write to products.avsvishal@gmail.com. We reply the same day.
