Mzapp Retail-POSP Software

Built for Point-of-Sale Insurance in India

A POSP network is only as effective as the infrastructure supporting it. Mzapp gives insurance brokers a complete environment for onboarding, training and managing point-of-sale persons — and the tools to track the business generated through the network in real time.

    Get in touch with us

    Proven at scale

    +
    Insurance Brokers
    +
    Corporate Policies
    +
    Years Expertise

    Join a growing network of Indian insurance brokers who have standardised their operations on Mzapp.

    Comprehensive Coverage with Retail POSP: Insurance Made Easy at the Point of Sale

    Managing a POSP distribution network involves far more than lead management and policy issuance. It means onboarding and training new agents, tracking IRDAI certification timelines, managing contacts in the field, monitoring network performance and reconciling commission across a large, distributed agent population.

    Mzapp's Retail / POSP module is designed around this reality — giving brokers a single platform for every stage of the POSP lifecycle, from recruitment to retirement.

    Core Modules

    Product Administration

     

    Product Administration

    Configure and manage retail insurance product portfolios for motor, health and other retail lines. Set agent-facing pricing rules, update product parameters and maintain a product library that feeds directly into POSP quoting and policy issuance workflows — ensuring every agent in your network is working with current, accurate product information.

    Policy with CRM Administration
    Ready Reckoner & Reporting
    Digital Documents
    Claims
    Finance
    Retail POSP Management

    Why Choose Mzapp Retail-POSP Software?

    POSP-First Design

    Mzapp Retail-POSP is built specifically for the retail insurance distribution model — addressing the unique operational needs of POSP networks rather than adapting a generic broker CRM.

    AI-Powered Contact Management

    POSPs capture client contacts in the field using business card extraction — photograph a visiting card and AI extracts the details directly into the contact system. No manual data entry required.

    Insurer API Integration

    The API integrator module connects your POSP network directly to insurer platforms — enabling real-time product access, instant quoting and seamless policy issuance for retail agents.

    IRDAI-Aligned Onboarding & Training

    The platform includes a built-in training and onboarding module designed to support IRDAI compliance requirements for POSP certification — with AI-powered content summarisation and automatic quiz generation.

    Commission Transparency

    Real-time commission tracking for agents and agencies, with AI-assisted extraction of motor and health commission structures to determine what is actually payable.

    Mobile-Ready

    POSPs work in the field. Mzapp is mobile-ready — agents can manage contacts, issue quotes, access policy details and track their own performance from any device.

    AI Capabilities — Retail / POSP

    Business Card Extraction

    ✨ AI-Powered: Instant contact capture in the field

    POSPs interact with clients and prospects in person, constantly collecting visiting cards. Rather than manually entering contact details back at the office, a POSP photographs the visiting card using their mobile phone camera. Mzapp's AI automatically extracts the name, organisation, designation and contact details from the image and updates the POSP contact management system in real time.

    This eliminates a routine but time-consuming manual step — ensuring every contact is captured accurately at the moment of interaction, while the POSP's attention stays on the client.

    Training Module — AI Content Summarisation & Quiz Generation

    ✨ AI-Powered: Smarter POSP onboarding, built into the platform

    Mzapp includes a built-in training module developed in-house to support POSP onboarding and ongoing learning. AI is used in two ways within this module: to summarise and explain training content in clear, accessible language appropriate for agents with varying educational backgrounds, and to automatically generate quizzes based on the material covered.

    This reduces the time and resource required to develop and administer training programmes, ensures that assessment is always directly tied to the content being taught, and supports IRDAI-aligned training completion tracking for each agent in the network.

    Policy Data Extraction

    ✨ AI-Powered: Automated reading of uploaded policy documents

    When an existing client's policy document is uploaded as an image or scan, AI reads and extracts the key policy information — coverage details, insurer, premium, sum insured and validity period — and updates the corresponding record in the system. This is particularly useful when onboarding clients who hold policies placed through other channels, enabling fast and accurate data migration without manual re-entry.

    Commission Data Extraction

    ✨ AI-Powered: Automated commission intelligence for motor and health

    Commission management for POSP networks involves calculating both the income earned by the broker or agency and the commission payable by the insurer based on specific product and parameter combinations. For motor and health products, Mzapp's AI extracts and processes commission data to determine what is actually payable under a given set of conditions — reducing reconciliation effort and improving transparency across the agent network.

    Organisational Analysis

    ✨ AI-Powered: Instant prospect intelligence from external sources

    Once an organisation name is captured, Mzapp's AI scans three targeted external sources to gather structured information about that organisation — business details, financial profile and other relevant data. The information is extracted and made available within the platform, giving POSPs and broking managers a richer picture of a prospect or employer client without requiring manual research.

    Document ChatBot — RAGFlow

    ◷ Coming Soon: POSPs will be able to ask product, process and compliance questions through a conversational interface — getting instant answers from platform documents without escalating to the broking team.

    Voice Bot Support

    ◷ Coming Soon: Voice-based assistance for field agents — particularly relevant for POSPs working on mobile devices where typing is impractical.

    IRDAI Compliance — POSP Operations

    Mzapp supports IRDAI-aligned POSP operations across the full agent lifecycle. The platform tracks training completion, examination results and licensing status for each registered POSP — maintaining the records required to demonstrate compliance with IRDAI's Point of Salesperson regulations. Commission records, policy data and agent documentation are stored with role-based access controls and audit trails.

    What Our Clients Say

    "Simple, easy to use — the team delivered."

    " With reference to the above, we wish to inform you that our website www.tvsinsurance.in has come out well-simple and easy to use. We thank the team for the good work. "

    V Gurunathan, CEO - TVS Insurance Broking Ltd.

    "I would like to express my happiness and appreciation."

    "I have gone through and evaluated the latest version of mzapp insurance and I would like to express my happiness and appreciation on the functioning of the software. "

    N Raveendran, Managing Director

    Improved Sales. Lasting Relationships.
    Foster Growth.

    Start your journey towards streamlined operations and exceptional client service today!

    Frequently asked questions

    + Can I customise the Mzapp POSP portal with my brokerage branding?
    + Does Mzapp POSP software integrate with insurance company APIs?
    + Does Mzapp Retail-POSP support IRDAI-compliant POSP onboarding?
    + How do I get started with Mzapp Retail-POSP?
    + How does business card extraction work in Mzapp?
    + How does Mzapp handle commission tracking for POSP agents?
    + What AI capabilities does Mzapp Retail-POSP include?
    + What is Mzapp Retail-POSP software?
    + What processes does Mzapp Retail-POSP handle?

    If you have any more questions, send us an email at sales@mindzen.com or utilize the chatbot.

    mindZen AI Assistant

    Ask me anything about Mzapp

    Hi! I'm the mindZen AI assistant. Ask me anything about our insurance broking CRM platform.