BIMA BOOK
All-in-one insurance management app for agents
Customers, policies, leads, follow-ups and renewal reminders — a smart pocket notebook for every insurance agent.
BimaBook gives insurance agents everything they need to manage customers, policies and leads in one simple app. Add policies of any type — life, health, motor or commercial — attach documents, and filter by date, type or company. Leads can be scheduled for calls or meetings, reminded by SMS or WhatsApp and converted into customers with one tap.
Share festival and occasion greetings with your name and contact details, and showcase your services on a mini profile website. Data is imported and exported on your own device with automatic background backup, so there is no worry about data leakage.
Everything you need, nothing you don’t
Add, edit and search every customer.
All policy types with documents, filters by date, type and company.
Schedule calls and meetings, send reminders, convert to customers.
Set up sub-agents, policy plans and companies once.
Festival and occasion greetings with your branding.
Share a link that showcases your services.
Stay updated with industry articles.
Automatic on-device export and manual import/export.
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Questions about BIMA BOOK?
Talk to our team for a demo, pricing or a custom version for your business.