Lead your Kotak Life BM operations with automated renewals, hierarchical partner visibility, and precision commission analytics in one streamlined experience.
Surface the right data instantly with configurable dashboards, policy escalations, and workflows that keep every advisor aligned with business KPIs.
Rajesh Patel requires renewal briefing
Maya Singh awaiting payment confirmation
15 renewals scheduled this month
New policy activated
Vikram Joshi • 2 hours ago
Partner added customer
Amit Kumar • 4 hours ago
Commission processed
₹25,000 • 6 hours ago
Empower advisors with transparent hierarchies, timely notifications, and guided customer journeys that mirror the operational rigor of the dashboard.
Monitor multi-level partner structures with configurable commission slabs and real-time performance scoring.
Trigger reminders 30 days ahead with escalation rules for advisors and backend review teams.
Audit-ready commission insights with payout status, clawback visibility, and advisor benchmarking.
Structured activation pipelines with checklist reviews, SLA timers, and customer acknowledgement loops.
Interactive dashboards featuring renewal funnels, channel performance, and trend breakdowns.
Automate notifications, handoff actions, and payment confirmation to maintain near-perfect retention.
Secure advisor sessions using OTP flows with email, phone, or username credentials.
Manage policy lifecycles from onboarding to renewal with collaborative checklists.
Join the advisor network using the Kotak dashboard to streamline renewals, strengthen relationships, and grow premium collections.