Help & Feature Guides

Go to Policies in the sidebar and click "New Policy", then choose "Upload single document" (one PDF) or "Bulk document upload" (many PDFs or a ZIP at once). Our AI extracts the policy number, insurer, premium, sum insured, and dates automatically — review the parsed data and click "Start AI Extraction" to save.

Each policy document can be up to 20 MB — this applies to both single and bulk uploads. If a file is larger, compress it before uploading or split multi-policy scans into separate files.

From Policies → "New Policy" → "Bulk document upload", drop up to 25 PDF or ZIP files in one batch — a running counter shows how many slots are left. Each file is queued through AI extraction with a live progress indicator; once processing finishes, review and confirm each policy before saving it to your portfolio.

Single document upload accepts PDF files only. Bulk document upload additionally accepts ZIP archives containing multiple PDFs. Both digitally generated and scanned PDFs work — clearer scans give more accurate AI extraction.

Yes. From a policy or client's detail page you can attach supporting documents (claim forms, RC copy, proposal forms, inspection reports, KYC) in PDF, JPG, PNG, or WEBP format, up to 10 MB per file.

Open the Premium Calculator from the sidebar, choose a product, and enter the required details. The calculator instantly computes the premium breakdown and GST — you can then save it as a quote to revisit anytime from Quote History.

BimaGenius supports premium calculation across 5 product lines: Health, Motor, Life, Fire, Marine. More insurer plans are added regularly.

You can compare quotes across 40+ insurers side by side, with a full breakdown of base premium, add-ons, and GST for each.

From the quote result screen, click "Share" — on mobile this opens your device's native share sheet with the quote PDF attached; on desktop it downloads the PDF and copies a text summary to your clipboard so you can send it however you like. Saved quotes stay in Quote History for later.

Go to Clients in the sidebar and click "Add Client", then choose "Retail" or "Corporate" for a single profile, or "Bulk Import" to add many at once. Fill in their name, mobile number, and contact details, and save.

Open the client's profile and click "Edit" in the page header — this opens a full edit form for their details. Changes save immediately and are reflected across every policy linked to that client.

Yes, on the Premium plan — the global search bar (⌘K / Ctrl+K, or the search icon in the top bar) searches across client names, mobile numbers, and policy numbers, with results appearing as you type. It's one of the features included when you upgrade.

BimaGenius tracks every policy's expiry date and groups upcoming renewals into Today, This Week, and This Month buckets, so what needs attention first is always clear.

Yes — the "Policy Reminders" card on your Dashboard gives every renewal with a client attached one-tap Call, WhatsApp, and Message actions with a pre-filled note, so you can follow up without leaving the page.

From Data Export in the sidebar, "Export Clients (CSV)" downloads your client directory instantly with no cooldown. "Request Excel Backup" generates a structured multi-sheet .xlsx workbook of clients and policies (24-hour cooldown). "Request Full Archive (ZIP)" bundles that workbook with every uploaded PDF, image, and KYC document (7-day cooldown).

Your data is stored on secure cloud infrastructure and belongs entirely to you — export it as a full archive whenever you like. Read our Privacy Policy for details on how BimaGenius handles and protects your data.

Visit the Pricing page to see current plans, feature tiers, and monthly vs. annual billing options with savings on annual plans.

Open Subscription in the sidebar (or Settings → "View Plan") and click "Cancel subscription" — you'll keep full access until your current billing period ends, then your account reverts to Basic. For refunds, check our Cancellation & Refund Policy or reach out to support@bimagenius.com.

Yes — BimaGenius is a fully responsive web app that works on any modern browser across desktop, tablet, and mobile.

Yes — BimaGenius is available in 13 languages including Hindi, Marathi, Gujarati, Tamil, and more. Switch languages anytime from the language selector.