What is InsurDigi?
InsurDigi is insurance management software for agencies and advisory teams. It brings policies, customer records, renewal schedules, and agent commissions into a single platform instead of scattered spreadsheets.
Mission
We help insurance teams operate with more confidence: clear data, no missed renewals, and fewer errors as the book of business grows.
What InsurDigi helps with
- Centralized policy and customer records with clear history and easy lookup.
- Automatic renewal reminders and debt tracking so teams act before deadlines slip.
- Transparent agent and collaborator commission tracking per person.
- AI/OCR document extraction to cut data entry, with user review before saving.
Core values
- Built for the work: shaped around the real rhythm of insurance teams.
- Clarity in operations: users know the next action and current status.
- Stage-by-stage rollout: start with the top priority, then expand.
How we build the product
InsurDigi is shaped around how insurance agencies actually operate in Vietnam. We do not try to replace a generic ERP for every industry.
We start with the core data flow: customers, policies, renewals, commissions, and reporting. Each module ships once the previous flow is stable in practice.
AI/OCR only assists data entry. Users always review results before saving. We do not train shared models on each agency customer data.
- Prioritize clear queues and statuses over complex forms.
- Role-based access and per-organization isolation from day one.
- Email and SePay integrations once the business flow proves value.
- SMS and Zalo ZNS on the roadmap after current channels are stable.
We understand agency operations
The product team works close to daily scenarios: late renewals, multi-tier commission reconciliation, staff turnover, and peak seasons when renewal lists grow fast.
Each InsurDigi screen answers a concrete question: what to do next, which policy is expiring, and who owns this record.
- Renewal Center: queue, tracking, and completed in one flow instead of scattered menus.
- Commission module: per-policy and per-person reconciliation with fewer end-of-period disputes.
- CRM module: customer, vehicle, and policy records in one place for easier handovers.
- Reporting: revenue, conversion, and renewals on a dashboard instead of manual Excel roll-ups.
Security and data
Each organization has separate data with role-based access, so members only see information relevant to their work. Data is not mixed between different agencies. See the Privacy Policy for details.
Who is it for?
- Individual agents and teams managing customers across too many files.
- Managers who need visibility into team performance, tasks, and sales.
- Growing teams that want less dependence on individual memory.
Editorial policy & sources
InsurDigi marketing and blog content is produced by the InsurDigi Editorial Team. Product claims are checked against internal documentation before publication.
Blog posts show publish and update dates. When we cite regulations, we link to public sources (for example government legal portals).
- Editorial team: InsurDigi Editorial Team, experience in insurance CRM operations and renewal workflows.
- Corrections: support@insurdigi.com.
Team credentials
InsurDigi is built by a team with experience delivering SaaS software for insurance agencies in Vietnam.
Focus areas: policy management, renewal reminders, multi-tier commissions, and AI document extraction.
Legal information
InsurDigi is operated by SIGMA GROUP COMPANY LIMITED (CÔNG TY TNHH SIGMA GROUP), business registration number 0318736225, address 160/46/1 Phan Huy Ich, An Hoi Tay Ward, Ho Chi Minh City, Vietnam. For any questions, contact support@insurdigi.com.
Contact channels
- Support email: support@insurdigi.com
- Hotline: 0982 797 874
- Address: 160/46/1 Phan Huy Ich, An Hoi Tay Ward, Ho Chi Minh City, Vietnam
Working hours
We provide support during business hours on weekdays. Requests sent outside these hours are answered on the next business day.
Send a consultation request
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