Digital Workflow

A 5-Stage Digital Workflow

From recording a customer's needs to keeping track of renewals, a simple digital workflow reduces paperwork, repeat entry and errors. Distroo is building this toolkit with Advisors in mind.

01

Record the Customer's Needs

Capture the family, vehicle or business details once, so that you do not ask the same questions again.

02

Prepare Options

Use partner insurers' official material and Distroo's templates to prepare a clear summary of options.

03

Share by WhatsApp or Email

Send a clear, branded summary of options to the customer on the channel they prefer.

04

Digital Proposal Steps

Where the insurer supports it, the customer completes e-KYC and e-sign and pays the insurer through its official channel.

05

File & Track

Keep policy documents organised and track renewal dates, so nothing is missed.

Distroo advisory team

Less Admin. More Time With Customers.

Digital tools that keep your records tidy and reminders on time.

Digital Infrastructure

Modern insurance distribution, supported by simple tools.

Insurance work involves a lot of repeat data entry, document chasing and date tracking. Distroo is building a toolkit that brings client records, reminders and templates together so Advisors can work with fewer steps and fewer errors.

Key Advantages

  • Client and Policy Records
  • Branded Summaries for Customers
  • Digital Proposal Steps Where Insurers Support Them
  • Renewal and Follow-Up Tracking
4
Tool Areas

Records, reminders, templates and document storage, designed to work together.

Advisor web workspace
Advisor Workspace

A Digital Workspace for Your Practice

Keep client records, proposal status and renewal dates in one place, from a desktop or laptop.

Ask About Access
Work from your phone
On the Move

Run Your Day From Your Phone

Share summaries on WhatsApp, check renewal dates and update client notes while you are out meeting customers.

Ask About Mobile Access
PORTAL CAPABILITIES

Toolkit & Data Protection Standards

The digital tools Advisors use, and the standards we follow for protecting customer data.

Advisor resources and verification tools

Client and Policy Records

Store customer details, policy information and notes in one place.

Branded Summary Templates

Create clear summaries of options with room rent terms, exclusions and network details, using insurers' official information.

Digital Proposal Steps

Where insurers allow, use e-KYC and online payment links to complete the proposal digitally.

Remuneration Statements

A clear record of policies issued and remuneration due, as per the agreed terms.

Document Storage

Organised storage for customer schedules, proposal forms and related documents.

Appointments and verification are governed by the applicable IRDAI regulations.

Tools behind you,
for every workflow.

Digital Proposals

Reduce paper where insurers allow it.

Remuneration Clarity

A clear view of policies issued and payout cycles.

Renewal Tracking

Alerts before customer policies expire.

Tech Benefits

How Distroo tools can save you time

Distroo advisor professional development

Tool Benefits:

Less Repeat Entry

Record customer details once and reuse them.

WhatsApp-Friendly Summaries

Share clean comparison summaries on the customer's phone.

Digital KYC & Proposal Links

Customers can review, sign and pay online where insurers support it.

Servicing Requests

Prepare and track endorsement requests and claim documents.

Platform Modules

Tools Included With Distroo Onboarding

Everything you need to run an organised advisory practice from the start.

01 Module 01

Advisor Workspace

A desktop workspace for portfolio reviews and tracking.

  • Filters to compare features such as room rent terms
  • Client records with policy expiry alerts
  • Statements and reports for your own records
02 Module 02

Mobile Access

A mobile-friendly way to work while you are away from your desk.

  • Share option summaries and links quickly
  • Reminders for renewals and follow-ups
  • Quick-call access to your client contacts
03 Module 03

Customer Support Tools

A simple way for your customers to share documents and ask for servicing help.

  • Your name and contact details shown to the customer
  • A clear view of a family's health, life and motor policies
  • Claims and servicing guidance from your Advisor
Growth Infrastructure

Grow your advisory practice with the Distroo ecosystem

Training, tools, sales support, claims and renewal support, working together so that you can focus on your customers.

DISTROO
Health
Life & Term
Motor
SME
A Distroo team member ready to help
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FAQs

Frequently Asked Questions on Technology Support

Answers about the toolkit, access and data protection.

Distroo will explain any fees clearly before you join. Please contact us for the current position.
Yes. The toolkit is designed to be mobile-friendly, so you can share summaries and check reminders from your phone.
Issuance time depends on the insurer, the product and whether medical tests or other checks are needed. For simple cases that are processed digitally, an insurer may issue a policy soon after payment.
We handle customer data as described in our Privacy Policy, with access controls and secure transmission, and in line with applicable regulations. Customer information is used only to provide the service.
Distroo's team provides guidance during onboarding and answers questions as you start using the tools. Contact us to know what is available at present.