FAQ's

No, you cannot work on multiple computers, laptops, or mobiles at the same time. One person can work at a time on one instrument. If the agent wants to work on more than one instrument at a time, then you have to purchase the Multiple Login ID facility from us.

Yes, sure, you can visit the website once on many computers, laptops, mobiles, and any other device.

No, there is an option to pay the subscription amount monthly or annually only.

IAK is the abbreviation for the "iAgent Kavach" It works on the web and mobile application products for insurance professionals.

To get started with iAgent Kavach, please follow these simple steps: Visit our website www.iagentkavach.com Click "Start a Free Trial." Fill out the Free Trial registration form using your Mobile Number and Email ID. Click "Create Account." Your iAgent Kavach Trial Account will be created instantly. You can explore all the features, evaluate the product from every angle, and determine how it meets your business requirements. If you need any additional information or assistance, please feel free to contact us. Our team will be happy to help You can also recommend iAgent Kavach to your friends, colleagues, and professional groups through our "Refer & Earn" program and earn attractive rewards. To ensure you are completely satisfied, we also provide live product demonstrations and training sessions to help you understand the system and make the best use of its features.

Here are the facilities to maintain agent data digitally. Client details, insurance policies, client personal data, renewal alerts, etc. are maintained on the website and mobile applications. Agents can save time and delegate work to multiple staff. An agent can live a tension-free life.

Yes, only the insurance agent who is our client can access his data with his own ID and password. Do not pass your ID and password to anybody. Take care to secure your ID and password and keep your data very secure. We will never save your password.

Yes, you can get your lost data back. We have developed a 3-tier system for data backup. 1. Backups will go to your Google Drive. 2. Backup will go to the rented space of two suppliers. Backup will run every day at the scheduled time. 3. You can take backups on your desktop or laptop as well.

The Agent Mobile Application allows Agent Personal and his executives to do work on mobile devices like desktops. Whenever an agent is seated with his client, he can work on his mobile for client data entry, etc., just like on a desktop.

Client mobile application provide to your clients family-wise one. The client can see his renewals and all insurance and investment data for his family. They can upload and download their documents from this app.

Agent can keep with his Office by This Mobile Application. An agent can do his work anywhere and at any time. Agent can impressed to his clients and son convincing for smart services to clients.

The client mobile application provides a renewal calendar; he himself can see and plan for it. Clients can get alerts of the due dates of driving licenses, PUCs, passports, etc. and can also see them. Agents can reduce their physical client services and become digital agents.

Yes, you can get video help and a help desk for it on the website, and you can also get help through the help mobile number.

Our Pricing Policy Our pricing policy is designed to protect the interests of our active subscribers while ensuring fairness for all customers. Protection for Active Subscribers Customers with an active and continuously renewed subscription will continue to enjoy the pricing applicable at the time of their subscription. Any future price increase will not affect their subscription as long as it is renewed without interruption. Benefit of Price Reductions If we reduce the subscription price in the future, all active subscribers will automatically receive the benefit of the reduced pricing from their next renewal date. Lapsed (Broken) Subscriptions If a subscription expires and is not renewed within the applicable grace period, it will be treated as a lapsed (broken) subscription. In such cases, the customer will no longer be eligible for the previously protected pricing if the subscription price has increased. Reduced Pricing Still Applies However, if our subscription price has been reduced, customers with lapsed subscriptions will also receive the benefit of the lower price at the time of reactivation or renewal.

First, you can get a Grace Period Benifit as per Grace Period Policy of the company. If you have exceeded the Grace Period, then it treated as Broken Subscription. from Subscription Due Date to Re-Activation Date will be calculate as a Broken Period Subscription. You have to pay Subscription Amount for the Broken Period. New Subscription Period will Start from Re-Activation date.

You cannot do any work on a website or mobile application. It will be paused for six months period. After six months, all data, etc., will be deleted. If you want to reactivate it during the six months break period, your past data will be getting. You can re-activate as per the applicable re-activate rules.

Yes, the agent mobile application or client mobile application will run on Android smart phones as well.

You can see your balance, and you can also purchase an SMS package for adding SMS balance. You have to go to >> Smart Digital Connect > Package Purchase > Select package, whatever you want to purchase. You can also see a help video for it.

Yes, you can manage it. Go to >> Dashboard >> Click on Quick Action icon (On right Side below corner) >> Add event >> you can select Task, Meeting & Reminder as you want to manage it.

Yes. You can import your existing client data using an Excel file. Follow the steps below: 01. Go to Main Menu. 02. Select Client Management. 03. Click Import Clients. 04. Download the Example Excel File. Prepare your client data by entering it into the downloaded Excel file, following the prescribed format exactly. Save the completed Excel file. Upload and import the completed Excel file through the Import Clients option. Important: Please ensure that the data is entered in the prescribed Excel format. Files with incorrect formatting or missing mandatory fields may fail to import or may result in incomplete data import.

User-Friendly Reporting System We have developed a user-friendly and highly flexible reporting system to help you generate reports quickly and efficiently. You can create reports with multiple filtering, sorting, and selection options across every module and sub-module, enabling you to retrieve exactly the information you need. In addition, a dedicated Reports module is available, allowing you to generate, view, and export a wide range of business reports with ease.

On Website >> Heading Line > Click On Pricing. You can see it. If you require any additional information, please visit "Contact Us."

Only Subscription Price for your plan will remain the same as you subscribed initially. New prices will not apply to you if your subscription renewing before due date.But if you had breaked your subscription then new price will be applicable at the time of Re-Activation.

[1] If a subscriber does not pay their subscription by the end of the grace period, the subscription will be considered as a broken period. [2] The period from the Subscription Due Date to the Re-Activation Date will be treated as a Broken Period Subscription. [3] The maximum duration of a broken period is 180 days (6 Months). [4] To reactivate the plan, the subscriber must pay the subscription amount for the broken period. [5] Subscribers can also choose to upgrade their current plan during the reactivation process. [6] The new subscription period will start from the Re-Activation Date. [7] Subscribers can revive their subscription within 180 days (6 Months) of the broken period. After that, they must register again as a new user. [8] We will retain subscriber data for a maximum of 180 days (6 Months) during the broken period. After this period, the system will automatically delete all data, including Client ID, profile, and other associated information. [9] Subscribers cannot make any claims related to their data after 180 days (6 Months) broken period has passed. [10] If a subscriber reactivates after a price list revision, the revised prices will apply to the reactivation or revival. [11] Subscribers must comply with all company "Rules and Regulations", and any revival policies as stated on the official website.

Yes, you are totally free to do as you wish. You can get your paid subscription refund as per our surrender policy and refund policy. To read and learn more about our surrender policy and refund policy, please visit our legal pages. "Click here." If there is a requirement, then a new GST bill and/or credit note will be raised, which will be sent to you by email immediately.

Yes, you are totally free as you wish. You can change your payment mode at any time as you wish. During the process of it, if you arrive at any difference amount payable to you, you can get a refund of it, and if you arrive at any amount receivable by us, then you have to pay it. If it is required, then a new GST bill and/or credit note will be raised, which will be sent to you by email immediately.

Important Information - Plan Downgrade Before downgrading your subscription plan, please note the following: Credit Balance: If, after downgrading your plan, any excess subscription amount (including applicable GST) becomes payable to you, i Kavach Solutions LLP will automatically issue a Credit Note and send it to your registered email address. The credit amount will be adjusted against your next subscription renewal or any future payment due. Plan Eligibility: You may downgrade only to a subscription plan for which you satisfy all applicable eligibility criteria, features, limits, and conditions. Important Information - Plan Upgrade Before upgrading your subscription plan, please note the following: Additional Payment: If, after upgrading your plan, any additional subscription amount (including applicable GST) becomes payable to i Kavach Solutions LLP, you must pay the applicable difference amount before the upgraded plan is activated. Plan Activation: The upgraded subscription plan will become effective only after successful receipt of the applicable payment and completion of the upgrade process.

We are developing an insurance portfolio management system. We wish to give you more than an insurance portfolio, like your "will, assets documents, etc. All of your documents can be obtained with one click.

You can see your balance, and you can also purchase an WhatsApp package for adding WhatsApp balance. You have to go to >> Smart Digital Connect > Package Purchase > Select package, whatever you want to purchase. You can also see a help video for it.

We have an expert and experienced team to provide you with excellent service. We have a portfolio management system. We are surrendering client service in top priority.

We are providing all insurance services to our clients, like... [1] Life Insurance [2] Health Insurance [3] Car Insurance [4] PA Insurance [5] Business Insurance [6] Personal Assets Insurance [7] Worker compensation insurance [8] All types of insurance claims services and all types of document management systems with client mobile applications

Yes, we are providing you with that facility. We have many customers who provide financial planning. We have over 20+ years of experience.

There is only one Life Insurance Corporation of India, the leading company in India in the life insurance sector. It is governed by the central government. All life insurance policies of LIC's are guaranteed by the central government as per the guarantee to the Rs.500 note and other denominations by the RBI.

Monthly Mode subscribers are allowed a grace period of 5 days from the subscription due date to make their payment. Example: If the subscription period is from 30. 03. 2025 to 30. 04. 2025, the subscriber will receive a 5-day grace period. This means the payment can be made on or before 05.05.2025. If the subscriber pays the subscription amount by 05. 05. 2025, the subscription will be renewed for the next cycle, i.e., from 30. 04. 2025 to 30. 05. 2025, as usual.

Yearly Mode subscribers are granted a grace period of 7 days from the subscription due date to make their payment. Example: If the subscription period is from 30. 03. 2024 to 30. 03. 2025, the subscriber gets a 7-day grace period. This means the payment can be made on or before 06.04.2025. If the subscriber pays the subscription amount by 06. 04. 2025, the subscription will be renewed for the next cycle, i. e., from 30. 03. 2025 to 30. 03. 2026, as usual.

[1] If a subscriber exceeds the limits of their current plan, such as the number of policies, clients, or documents (as defined in the plan's price list), they will be required to upgrade their plan. [2] Subscribers cannot downgrade to a lower plan. However, they will receive a credit for the unused days of the current plan. This credit will be adjusted against the amount payable for the new upgraded plan during the next renewal. [3] Subscribers can also choose to upgrade their plan when they are reactivating (reviving), renewing, or at any time they wish

[1] If a subscriber is not fully utilizing the features of their current plan, such as the number of policies, clients, or documents specified in the plan's price list, they may choose to downgrade. [2] A subscriber who wishes to reduce costs can downgrade their current plan by selecting any lower plan. [3] However, a subscriber cannot select a lower plan if their current usage (policies, clients, or documents) exceeds the limits of the desired lower plan as defined in the price list. [4] The subscriber will receive a credit amount for the unused days of the current plan. This credit will be adjusted against the amount payable for the next renewal of the downgraded plan. [5] Subscribers may also choose to downgrade their plan while reactivating (reviving), renewing, or at any time they wish