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Websites for insurance agents and financial advisors

Calculators that start the right conversation, renewal reminders that keep policies alive, and the IRDAI or SEBI details your site should show, laid out clearly.

Enquire nowSee the case study

Tools on your website

  • SIP and cover calculatorsSIP, term cover need and retirement
  • WhatsApp callbackThe result and number reach you in one tap
  • Renewal remindersPremium due dates sent before they slip
How smart tools work

Krira Digital builds websites for insurance agents, SEBI-registered investment advisers and mutual fund distributors. The site explains your services, runs calculators that help a visitor size their need, and turns that interest into a WhatsApp callback you can act on.

In India we set up the IRDAI and SEBI details correctly, add premium reminders on WhatsApp and take advisory fees by UPI where the rules allow. We also work remotely with advisors in the US, UK and UAE.

What a weak advisor website costs you

The wrong title or claimsCalling yourself an adviser without SEBI registration, or hinting at assured returns, can put your registration at risk.
Lapsed policiesA client forgets a premium date, the policy lapses, and the renewal you worked for is gone.
Visitors who just leaveWith no calculator and no quick callback, a visitor who wanted a number goes back to Google.

Tools we build for insurance agents and advisors

SIP calculatorMonthly amount, years and an assumed return the visitor enters, shown as an estimate, never a promise.Learn more
Term cover need calculatorIncome, loans and dependants give a cover figure to discuss with you, not a quote.
Retirement plannerCurrent age, retirement age and monthly expenses give a target amount and the monthly saving to reach it.
WhatsApp callbackThe calculator result and the visitor's number reach your WhatsApp in one tap.Learn more
Premium and renewal remindersClients get a WhatsApp message before each due date, from a policy list you import from Excel.
Registration details done rightAgency code and insurer for agents. SEBI registration number, validity and the required disclaimer for advisers.

How we build it

  1. 1Confirm your registrationsWe note whether you are an insurance agent, a SEBI-registered adviser, a mutual fund distributor or more than one, because each changes what the site may say.
  2. 2Build calculators and remindersWe set up the calculators, the callback and the renewal list, and import your existing policies from Excel.
  3. 3Approvals, then launchAgents get product pages approved by their insurer, advisers clear advertising through their SEBI supervisory body, and then we go live.
Interactive technical drawing of the PSJIS4013COI pull stud with the overall length dimension D glowing gold

Live proof

A 1,432-model catalogue for PTP CNC Toolings

Our flagship build is for a precision tooling maker in Belagavi. Every model has its own page, an interactive drawing and a 3D view, and buyers find the right part with a selector.

Our flagship is a 1,432-model catalogue for PTP CNC Toolings with two product selectors, and the same calculator and selector building blocks power the SIP, cover and retirement tools on an advisor's site.

See the case studyVisit ptpcnctoolings.com

Pricing on request

Every project gets a fixed quote in writing after a short brief. Payment in three stages: advance, preview, launch. We reply within one working day.

Enquire now

Questions

How much does a website for an insurance agent or financial advisor cost?

We quote a fixed price per project, in writing, based on the pages and calculators you need and whether you want a client portal. Send us your current site or a short brief and we reply within one working day.

What must an insurance agent's website show?

IRDAI's code of conduct for agents requires you to identify yourself and the insurer you represent, so we show your name, agency code and insurer clearly. Under IRDAI's 2024 rules, an advertisement issued by an agent needs the insurer's written approval first, so we keep product pages ready for your insurer to review.

What does SEBI require on an investment adviser's website?

SEBI's master circular asks advisers to show their registered name, type of registration, registration number and validity, address, principal officer contact and SEBI office address prominently. Complaint data goes on the home page each month, with SEBI's disclaimer on the site. Assured returns, "best adviser" claims, free trials and the SEBI logo are not allowed.

I am a mutual fund distributor. Can my site say financial advisor?

Not unless you are registered with SEBI as an investment adviser. Since 2020, SEBI's rules bar distributors from using names such as "independent financial adviser" or "wealth adviser". We describe you by the registration you hold, for example mutual fund distributor with your AMFI ARN, and keep advice-style wording out.

Do the calculators promise returns?

No. The visitor enters an assumed return, and the result is labelled as an estimate with a note that market-linked returns are not assured. That keeps the tool useful without implying guaranteed returns, and every result ends with a callback button so the real advice happens with you.

Do you build insurance and advisor websites for clients in the US, UK or UAE?

Yes. We work remotely over video calls and WhatsApp, and pricing is on request. Your local regulator's rules apply, such as the SEC or FINRA in the US, the FCA in the UK, or the SCA or Central Bank in the UAE, and your firm approves every word and disclosure.

Tell us what you need.

Website, catalogue, software or app. Message us and we reply within one working day.

WhatsApp us+91 74835 90568 Email usrohan@kriradigital.com

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