BeemaSathi - 2026 Pricing, Features, Reviews & Alternatives

BeemaSathi is a comprehensive insurance management software platform designed for insurance agents, brokers, point of sale persons and insurance teams seeking to centralize and streamline operational workflows. The platform consolidates policy management, team coordination, brokerage tracking, accounting functions and customer relationship management into a unified system. BeemaSathi serves the insurance distribution sector by addressing the needs of growing businesses requiring scalable solutions to manage expanding policy volumes, partner networks and complex brokerage structures while maintaining operational clarity and control.

The platform encompasses an extensive suite of features focused on operational efficiency and business intelligence. The user management module enables administrators to organize and oversee employees, partners and point of sale persons within a structured hierarchy. Real time business monitoring capabilities deliver policy and performance metrics through a centralized dashboard that provides stakeholders with an immediate overview of business health. The Grid Point functionality offers a centralized control interface for viewing, filtering and managing the entire insurance portfolio through a data grid designed for brokerage structure management. This feature facilitates setting additional brokerage rates, creating custom brokerage calculation rules and assigning those rules to specific partners or agents. The brokerage management system automates commission tracking on an insurer basis and a policy basis, eliminating manual calculation requirements. The ledger and accounts services maintain continuously updated ledgers that present complete transaction visibility for every insurance policy, while the structured billing module enables the creation, management and tracking of invoices with organized recordkeeping. Role based access control ensures data security by restricting information access according to user roles and responsibilities. A notification system delivers timely updates and alerts to prevent missed critical business events or deadlines.

Tiered subscription plans accommodate different operational scales and team sizes. The Silver plan accommodates up to three thousand policies with three employee accounts and thirty partner and point of sale person accounts. The Gold plan supports up to seven thousand policies with five employee accounts and fifty partner and point of sale person accounts. The Platinum plan handles up to ten thousand policies with ten employee accounts and one hundred partner and point of sale person accounts. The Enterprise plan provides unlimited policy volume, unlimited employee access and unlimited partner and point of sale person accounts.

The platform does not offer native third party integrations with external insurance carriers or financial systems based on available information, positioning itself as a standalone management solution for insurance distribution operations.