For freelance insurance agents in India
Your clients, policies, and renewals — in one place, not three.
MYNA replaces the WhatsApp chats, the paper diary, and the memory you've been running your business on, with one calm, professional workspace built for exactly how you work.
The problem
You're already working hard. Your tools shouldn't make it harder.
Renewals slip through
No system means no warning. A missed expiry costs you the commission — and the client.
WhatsApp chaos
Scrolling through months of chats to find a client's number isn't just slow — it looks unprofessional.
No real client records
Details scattered across diaries and phones. No single place that shows you the whole picture.
Premiums, then forgotten
What was collected, when, from whom — without a record, that information just disappears.
Inside MYNA
Built to be opened every morning
Good morning, Sarika
Today's workspace
Targets — June
Overdue
Due in ≤15 days
Due in ≤30 days
Later
What's inside
Everything your business already needs, finally in one workspace
Client management
Every client's details, KYC documents, and history — stored properly, found instantly.
Policy tracking
Every policy per client — type, insurer, premium, and dates — always up to date.
Renewal alerts
A four-tier view — Overdue, due soon, coming up, later — so nothing is ever missed.
Document storage
Aadhar, PAN, photo, DL, RC, and last insurance copy — per client, always retrievable.
Daily workspace
Targets, notes, and the day's tasks — the first screen you see each morning.
Agent profile
Your own policies and monthly commission targets, tracked the same way your clients' are.
Encrypted storage
Client documents are stored in access-controlled buckets — never shared, never sold.
Your data, isolated
Row-level isolation means no other agent can ever see your clients' records.
DPDP Act aligned
Built with India's Digital Personal Data Protection Act, 2023 in mind from day one.
How it works
Three steps. Then it just runs itself.
Add your clients
Bring over your client list — details, documents, and all.
Track their policies
Every policy, every premium, every expiry date — recorded once.
Never miss a renewal
MYNA tells you what's due, every time you open it.
Why MYNA
“MYNA started with my mother — Sarika, which translates to "myna" in Sanskrit. I used to watch her juggle her work in chaos: WhatsApp, diaries, Excel sheets, for years. So, I built her something better, and now it's available with the same love, for you to use.”
MYNA isn't a generic CRM with insurance fields bolted on. It's built from the ground up around how Indian freelance agents actually work — one client, one policy, one renewal at a time.
No clutter. No jargon. No settings menu to get lost in. Just the few things you check every day, done properly.
Pricing
One plan. Every feature. Priced by when you join.
Agent stories
We're just getting started
The first agent stories will live here soon
Join the Founding 50 and yours could be the first one we shareReady to put the diary away?
Start your free month of MYNA today.