The agent dashboard, bulk upload, extraction and review, the policy list, a customer's history, the renewals view, exports and the customer's own portal — the whole product, in the order the work happens.
Every screen below is a drawing, not a screenshot. The policies, names, numbers and premiums on them are invented, and each view carries a “Sample data” marker in its own chrome. No production record, no real policyholder and no genuine insurance document appears anywhere on this website — which is also why these are built in markup rather than exported as images.
Act one · Getting documents in
Everything Insoora knows, it read off a document somebody gave it. These are the three screens that happen between a PDF arriving and a record existing.
Drop in one policy or a folder of them. Each file reports its own state — read, needs review, or failed — so your attention goes only where it is needed.
A failed file is reported, not hidden. One failure does not stop the rest of the batch, and nothing is retried silently.
The fields Insoora read, shown next to the PDF they came from. The record and the document never separate, so any value can be checked against its source.
No confidence percentage is published on this screen or anywhere else — only whether a field was read cleanly or flagged.
A field that could not be read confidently is handed back with the region of the page it came from highlighted. You confirm it, or you correct it.
Correcting changes the record, never the PDF. The document stays exactly as the insurer issued it.
Act two · Working the book
Once documents are in, the product stops being an extractor and starts being a place to work. This is the part an agent actually opens every day.
What is in the book, what needs attention, and what is expiring — the four counts an agent checks first, with recent activity beside them.
Every figure here is sample data in a drawn screen. None of it is a statistic about Insoora's usage; the site publishes no customer counts.
Every policy in one list, searchable by customer, insurer or policy number and filterable by status and expiry window.
Search covers the extracted fields and the customer record — not the full text inside every PDF.
Filters live in the URL, so a view you built can be bookmarked or handed to a colleague with the same access and it opens the same way.
An export can never be wider than the screen it came from.
One customer's cover, year by year, across insurers — with the original document kept against every past policy.
History starts at the first upload. Years that were never added to Insoora cannot be recovered by it.
Choose the columns, choose CSV or Excel, and take the list into whatever you already use for calls and reporting.
Export is an agent capability. Policyholder accounts download their own documents but do not export lists.
Act three · What your customer sees
The policyholder's side is a different product with the same documents behind it: no book of business, no search across customers, just their own cover.
A year-wise history of the policies their agent has shared with them, with the original PDFs to download.
A customer can only ever open a policy assigned to them, and never another customer's records.
Built from the expiry date printed on the policy, not from a reminder somebody set. A policy uploaded and forgotten still appears when its month arrives.
Insoora sends no reminder emails, SMS or push notifications. The renewals view is a list you open.
Access is decided by role and checked on the server for every request — agents, sub-agents and policyholders each reach only what their role permits.
Insoora holds no security certification, has not been penetration tested, and does not yet offer multi-factor authentication.
On any screen
The agent portal is a working tool and earns a desk. The policyholder's side is opened at a dealership counter or in a hospital corridor, and it is built for that.
Side by side
The same product in one frame, six views, switchable — useful for comparing two screens without scrolling between them.
| Policy Number | Policyholder | Insurer | Policy Type | Premium | Renewal Date | Status |
|---|---|---|---|---|---|---|
| 1412769663 | Rahul Mehta | HDFC Life | Term Insurance | ₹12,450 | 10 Jan 2027 | Active |
| 2201987764 | Priya Shah | ICICI Lombard | Car Insurance | ₹8,200 | 22 Feb 2027 | Active |
| 3321098876 | Amit Patel | Star Health | Health Insurance | ₹18,500 | 05 Mar 2027 | Active |
| 4412998871 | Neha Desai | SBI Life | Endowment | ₹15,000 | 18 Apr 2027 | Pending |
Want the reasoning behind each of these screens rather than the screen itself? The how it works page walks the same workflow step by step, and features sets out what each capability does and where it stops.
Create an agent account and upload a few of your own PDFs — it is the only way to find out how well Insoora reads the insurers you actually deal with.