Know every family, not just every policy.
Client Book keeps each household on a single page: who is insured, who is the nominee, which SIPs run from which bank, and the birthdays and anniversaries you never want to miss. Search by name, mobile, PAN, policy number or folio and land on the full family in one step.
Mehta family · Naupada, Thane
4 membersClient since 2016Rajesh Mehta
Priya Mehta
What Client Book does for your practice.
Family grouping
Link spouses, children and parents into one household. See total cover, total premium and total SIP book per family.
KYC and nominee details
Store PAN, date of birth, nominee and relationship against every policy and folio, so claims and transmissions never stall on missing data.
Important dates
Birthdays, anniversaries, policy start dates and maturity dates on one calendar, with gentle greeting drafts ready to send.
Meeting notes
Write what was discussed after every visit or call. The notes stay with the client, not in a diary that gets lost.
Segments and tags
Tag clients by city, life stage, income band or source, then filter the book in seconds for a review drive.
Excel import
Bring in your existing client sheet. Map the columns once and your book is ready, with duplicates flagged for review.
From first record to stamped done.
Import
Upload your Excel or CSV client list and map columns like name, mobile, policy number and premium.
Group
Suggested family links appear by surname, address and mobile. Confirm or adjust them.
Enrich
Add nominees, documents and notes as you meet clients. Every change is time-stamped.
Serve
Open any client before a call and see the whole family at a glance.