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POINTS • INSURANCE • TEAM MANAGEMENT

Make every point
work smarter.

One modern workspace for advisors and their users to purchase points, earn tenure benefits, pay insurance premiums and manage approvals.

✓ Advisor controls✓ Permission based✓ Detailed ledger
•••Overview● LIVE
AVAILABLE POINTS12,480+8.5% this tenure
✦
Pending approvals08
Redeemed this month₹42,800
Active users126
BUILT FOR MODERN TEAMSAdvisorsEmployeesUsersInsurance partnersFinance teams
THE PLATFORM

One system. Every point movement.

Everything stays connected from the first purchase request to the final insurance redemption.

01

Points & tenure

Let advisors configure 1, 3, 6, 9 and 12-month benefit rules. Users always see the exact points they will receive.

02

Approval workflows

Purchase, redemption and advance requests move to the company queue with a visible 12-hour SLA.

03

Insurance redemption

Use points toward premium payments, pay the balance separately and submit proof for approval.

04

Advance points

Request up to 80% of a premium with configurable monthly charges and automatic closure.

05

Team permissions

Super Admin controls modules. Staff permissions can be granted per module for view, create, approve and edit.

06

Reports & ledger

Track every point credit, debit, request, approval and redemption with detailed reporting.

PLANS

Plans built around your team.

Each company can receive its own plan, user/staff limits and custom settings.

HOW IT WORKS

Simple for users.
Powerful for advisors.

Keep the experience simple while the platform handles the rules, approvals, notifications and audit trail underneath.

01
Purchase points

Select amount and tenure, view payment details and upload proof.

02
Advisor approval

Advisor reviews the request within the SLA and approves or rejects it.

03
Earn & track

Bonus points are calculated automatically and every movement enters the ledger.

04
Redeem for insurance

Apply points to a premium, pay the balance and submit payment proof.

CONTACT

Talk to the PointSure team.

Have a question about plans, onboarding or your advisor setup? Reach us directly.

Emailsupport@bzconsultant.com
Phone+91-9315881616
OfficeF-1201 Officer City - 1 Raj Nagar Ext Ghaziabad U.P. 201017
READY WHEN YOU ARE

Bring your points workflow
into one workspace.

Enter PointSure →