Rohit Wealth Agent

1.0.1

SHOPNO ECOMMERCE PVT LTD

0.00

0 reviews

5+
Downloads

Free

Manage Insurance, Investments, Loans & CRM in one powerful all-in-one app.

About Rohit Wealth Agent

Rohit Wealth Agent is a business app developed by SHOPNO ECOMMERCE PVT LTD.

How many times has Rohit Wealth Agent been downloaded?

Rohit Wealth Agent has been downloaded 7 times. In the last 30 days, the app was downloaded 0 times.

What is the rating of Rohit Wealth Agent?

Rohit Wealth Agent has no ratings yet.

Is Rohit Wealth Agent free?

Rohit Wealth Agent is free to download. The APK download size is 39.78 MB. The latest version available is 1.0.1. The last update was on June 2, 2026.

What are the requirements for Rohit Wealth Agent?

The app has a content rating of Everyone. The app has been available on Google Play February 2026.

Description

Elevate your insurance business with Insuraa – the ultimate all-in-one management platform for Insurance Agents, Brokers, and Financial Advisors.

Managing multiple policies, tracking renewals, and handling client relationships can be overwhelming. Insuraa simplifies your workflow by bringing Insurance, Investments, and Loans into a single, secure cloud-based dashboard. Designed specifically for the Indian market, Insuraa helps you eliminate manual paperwork, reduce errors, and grow your revenue through smart automation.

Why Choose Insuraa?
✅ All-In-One Dashboard: Manage Life, Health, Motor, and General Insurance alongside Loan and Investment portfolios in one place.
✅ Smart Renewal Reminders: Never miss a deadline. Send automated policy renewal and EMI alerts via WhatsApp and Email to your clients.
✅ Powerful Insurance CRM: Track leads, manage follow-ups, and maintain a complete history of client interactions to boost your conversion rates.
✅ Commission Tracking: Automatically calculate and track your commissions across different insurers and product types with 100% accuracy.
✅ Secure Document Vault: Digitally store and access policy PDFs, loan agreements, and KYC documents securely—anytime, anywhere.
✅ Role-Based Access: Perfect for agencies. Manage teams with multi-user access and specific permissions for agents and staff.

Key Features at a Glance:
Insurance Management: Digital tracking of policy numbers, premium amounts, and expiry dates.

Investment Portfolio Tracking: Monitor customer returns and performance across various investment products.

Loan Management System: Track loan applications, approvals, and EMI payment schedules.

Automated Communication: Built-in WhatsApp and Email automation for personalized client engagement.

Detailed Analytics: Generate insurer-wise, product-wise, and agent-wise performance reports to make data-driven decisions.

Mobile-First Experience: Access your entire business on the go with our fully responsive and secure mobile application.

Recent changes:
Bug fix.

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More data about Rohit Wealth Agent

Price	Free to download
Total downloads	7
Recent downloads	0
Rating	No ratings
Ranking	Not ranked
Version	1.0.1
APK size	39.8 MB
Number of libraries	?
Suitable for	Everyone
Ads	NO ads

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Rohit Wealth Agent compared with similar apps

Common keywords of similar apps

Insuraa Tracking Loan Client Wise Agent Investments Crm Powerful Agents Based Dashboard Automation Renewal Automated Emi Whatsapp Email Product Performance Mobile Insurance Manage Access Management Secure Investment Policy Track Loans Business Smart

Keywords missing from this app

App Policies Life Plans Financial Health View Free Fwd Icici Term Support Claim Documents Buy Prudential Pbpartners Make Calculator Details Features Finance Omne Claims Car Online Fixed Customers Clients Experience Stay Plan Status Recent Easily Premiums Portfolio Compare Savings

Downloads over time

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Rohit Wealth Agent has been downloaded 7 times. Over the past 30 days, it has been downloaded 0 times.

Changelog of Rohit Wealth Agent

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Developer information for SHOPNO ECOMMERCE PVT LTD

SHOPNO ECOMMERCE PVT LTD

insurewithrohit@gmail.com

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Google Play Rankings for Rohit Wealth Agent

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Technologies used by Rohit Wealth Agent

4 permissions

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