Why do insurance clients prefer a digital card over paper?

In a medical emergency or accident, clients cannot search for a misplaced paper card. A digital card saved in their phone's address book gives them your instant claim phone line and WhatsApp in seconds.

Can I list multiple insurance providers that I represent?

Yes. You can showcase all authorized insurance categories (Life, Health, Motor, Marine) and your affiliations on your customized eCardPro card.

How does the ₹50 micro-wallet work for insurance agents?

eCardPro is free to start. When you receive extended customer inquiries or high lead volume, you recharge just ₹50 via UPI for 5 inquiry blocks (₹10 each). No hefty annual lock-ins.

Can I attach my agency license and credentials?

Yes. Your profile has dedicated verification slots for your agency code, IRDAI credentials, and customer support contact details.

Insurance & Wealth Protection

Digital Visiting Cards for Insurance Advisors & POSPs

Be the first contact your policyholders reach during emergencies. Share insurance portfolios, emergency hospitalization claim steps, renewal assistance, and your IRDAI credentials.

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Free starter tier Instant dynamic QR code One-tap contact saving (.vcf) Pay via UPI

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IRDAI Agent Code #0294184

Vikram Malhotra

Chief Financial & Insurance Advisor (IRDAI Accredited)

Prudent Financial Solutions

16+ years safeguarding family finances. Over 1,200 families supported with seamless claim settlements and proactive portfolio reviews.

Specializations & Services:

Comprehensive MediclaimTerm Life InsuranceCritical Illness RidersTax Saving Plans (80C/80D)

Call Direct

Save Contact (.vcf)

Location: Nariman Point, Mumbai, Maharashtra

Tailored Networking for Insurance Advisors & Financial Planners

Designed specifically for Indian professional standards, client communication norms, and rapid contact saving.

Cashless Claim Helpline Button

Give your policyholders immediate access to claim intimation numbers and cashless hospital lists with a single tap during critical emergencies.

Step 01

Annual Policy Renewal Assistance

Direct clients to easy renewal links and WhatsApp chats for premium receipts, reducing policy lapses and strengthening client retention.

Step 02

IRDAI Certification Trust Showcase

Display your authorized agent code, agency affiliations (LIC, Star Health, HDFC Ergo), and professional experience to establish instant trust.

Step 03

Family Coverage Planning Inquiries

Enable prospects to request personalized term insurance, mediclaim, or retirement pension quotes with built-in lead capture.

Step 04

Core Maker Tool

Frequently Asked Questions

Common questions about digital visiting cards for Insurance Advisors & Financial Planners

Ready to Build Your Insurance Advisors & Financial Planners Visiting Card?

Create your card in under 2 minutes. Share via QR code or WhatsApp, enable one-tap contact downloads, and capture high-intent leads.

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