Niva Bupa UNO

Niva Bupa UNO streamlines insurance agent recruitment and management for agency leaders. Built as a unified platform integrated with core insurance systems, this app handles the full agent onboarding lifecycle—from prospect tracking through license issuance.

Agency managers can launch onboarding workflows directly from the home screen, reducing manual handoffs and speeding up the process. The app displays pending onboarding cases with clear visibility into bottlenecks: incomplete documentation, verification delays, or other blockers. This transparency helps you identify and resolve friction points in real time, keeping your recruitment pipeline moving.

Document management is straightforward. Upload agent credentials and supporting materials through the app, then monitor verification status as they move through the system. Once documentation is complete, schedule IC 38 exam appointments for agent license issuance without leaving the platform.

Prospect tracking keeps your recruitment efforts organized. Add details about prospective agents directly in the app and access a complete prospect list for structured follow-up and conversion tracking.

For agents in the field, Niva Bupa UNO simplifies policy sales across all platforms. A single app connects them to all company systems, removing the need to juggle multiple tools.

Whether you're scaling a small team or managing a large agency, this app consolidates recruitment, compliance, and sales operations into one integrated solution. Niva Bupa UNO brings efficiency to every stage of agent lifecycle management.