Niva Bupa UNO for iPhone

Platform summary

Niva Bupa UNO is a refreshed, consolidated portal that replaces the earlier InstaInsure Pro and Agent Service applications. Built for both the field sales team and public visitors, it provides a single-entry experience to multiple backend systems so sales staff can find everything they need without switching apps. The portal supports one-click access to four principal functional areas via single sign-on.

What the platform delivers

• Centralized access to policy, sales and reporting tools for agents and staff.
• A public-facing view that lets guests explore products and run premium estimates.
• Unified navigation so users can move between modules without repeated logins.
• Features that streamline day-to-day sales, onboarding and servicing activities.

Lead and sales activity management (MIDAS)

This module focuses on capturing and tracking sales motion and field activities:

• Create and manage recruitment and business leads, and log joint working files with agents.
• Schedule branch visits and set up phone or in-person meetings.
• Monitor upcoming events and meetings and review employee-level dashboards.
• Maintain notes and follow-ups tied to each opportunity.

Agent services and policy operations (InstaInsure Pro)

All core agent-facing services are available here in one place:

• Agent onboarding, complete with required documents and profile management.
• Access to policy documents, renewal cards and claims status updates.
• Communication templates, agent-specific dashboards and premium calculators.
• Reference lists such as branches and hospitals, plus downloadable forms.

Business intelligence and reporting (Spectrum)

Spectrum consolidates business reporting and agent collateral:

• Detailed new-business, renewal and commission reports for performance review.
• Storage and retrieval of agent documents, brochures and standardized forms.
• Shareable renewal links and consolidated business summaries for management.

Public access and guest tools

A simplified entry point for non-logged-in users that still provides value:

• Product descriptions and key features for each plan.
• Premium calculators that allow quick pricing estimates without signing in.
• Contact or call-to-action options to connect guests with agents or branches.

Recommended alternative

FamApp — a lightweight option that supports payments with UPI and card at no charge, suitable for quick transactions and simple client interactions.

Why teams benefit

Niva Bupa UNO reduces friction by gathering onboarding, sales operations, reporting and public-facing information into a single, SSO-enabled portal. That consolidation improves efficiency for field staff and gives guests an easy way to explore products and calculate premiums.