Premiums and renewals due in 7, 15, 30, 60 and 90 days, and what is overdue. Send the reminder from your own WhatsApp with one tap, with the insurer's payment link. On Pro and Agency, reminders can also go out on their own on the days you choose.
Life, health, motor and general policies from every company, grouped by client and by family. Bring your existing list in from Excel.
Enter your rates once. See what each premium should pay you, upload the insurer's statement, and see what is short, missing or clawed back, with the TDS deducted.
Record a claim or a nominee change the moment the client calls. See what is open, which documents are pending and when to follow up.
What the client needed, why the plan suits them, what you explained and their consent. If a sale is ever questioned, the answer is on record.
Share commission with the people who bring you business, with payout statements. See your income for the year after payouts and expenses.
Rebota does not issue policies or collect premiums. Your clients pay the insurer directly.
Prices include GST. Start on a 15-day trial of Pro; if you do not pay, your account stays on the Free plan and your data stays with you.
Since April 2023 IRDAI no longer fixes a commission cap for each type of policy. Each insurer now sets its own commission under a policy approved by its board, within an overall limit on what it may spend. So the rates that matter are the ones in your own insurer's commission schedule. Put them in below with the premium you bring in each year, and see what your book should pay you.
The starting rates are examples, not what any insurer pays: use your own schedule. TDS is tax already paid in your name, and you claim it in your return. This is arithmetic on the numbers you type; nothing is saved or sent. In Rebota the same sum is done policy by policy and checked against what the insurer actually paid.
Is my client data shared with anyone? No. Your book is yours. It is not shown to insurers, other agents or anyone else.
Do I need to enter everything by hand? No. Download the Excel template, paste your policies and import them. Rows with a problem are listed with the reason and nothing else is blocked.
Does Rebota message my clients? Only if you turn it on. Normally a reminder opens in your own WhatsApp, ready to send, so the client hears from you. On Pro and Agency you can switch on automatic reminders: they are off to begin with, the wording is fixed and shown to you, they carry your name and number, and every message sent is listed.
Can I leave? Yes. Your lists download as CSV at any time.
After you sign up, choose "Insurance Agent / POSP / Agency" as your industry. Coming from this page, it is chosen for you.