leadforensics GST Insurance Brokers

GST simplified for Insurance Brokers

GST Invoicing , Policy Reconciliation, GST Returns, Agent Portal

Request a demo

  • Automated Bulk volume Invoicing
    • More than a million invoices generated every month
    • Tax computed Invoices & rule based validation
    • Electronic delivery of invoice in xml format
    • Integrated compliance & returns generation
  • Intelligent Policy Reconciliations
    • 2-way or 3-way invoice reconciliation with source
    • Bank / NEFT reconciliations with invoice data
    • Built-in adoptable intelligence
  • Advanced Outcomes & Reporting
    • Automated filing of GST returns
    • Automated delivery of electronic invoices
    • Automated update & synchronization of general ledgers with source system

Leap ahead with e-Invoicing,
Get rid of your naive ERP systems


Accurate Customer & Supplier Master
Data with oneMD

OneMasterData to accept raw customer & supplier data to standardize , validate, consolidate &
generate a single master data repository for further sychronization with down-stream systems.


Inbound transformations to automatically synchronize Supply Master and Customer Master using extracts prepared from client accounting system

Validation of Supply Master and Customer Master using HSN master data lookup and GSTIN Validation API provided by GSTN respectively

Regular upload & update of customer & supplier master to ensure the data is up-to-date & can be referred in policy data application

Automated GST Invoicing

Raw Policy data transformed & qualified against business rules, rate checks to generate
printable & shareable invoice documents.


Pre-validation of Policy data , Tax determination , computation & generation of brokerage and reward invoices

Auto-generation of printable invoices with unique invoice numbers as per the specific requirement based on the insurance company, type of end customer, place of supply etc.

State-wise & Division wise generation of invoices aggregated by customer, state, period & product type etc

Integrated GST Compliance &
advanced outcomes

No manual efforts of aggregating & preparing data for GST returns. The outward transactions are captured into integrated compliance apps for seamless filing of GST

Additional outcomes include - Printable & shareable XML based electronic invoices which can be digital signed & mailed electronically to target users

Customized MIS report & widgets generated out of transactional data & the updated accounting ledgers are synchronized with source ERP


Self service invoicing portal for
Agents / Dealers

A self-servicing invoice portal for all the insurance agents to login, view & generate all of their invoices on one screen using the invoice number

Extend Account Payable & Account Recievable automation to eliminate all the redundant , manual paper-based tasks & digitally sign the invoices

Eliminate time spent handling mismatches & in coordination with the agents / brokers or vendors


An intelligent Policy Reconciliation
Engine for High volume transactions


Policy Level Reconciliation with the Source System

The Policy data downloaded from the source system is reconciled with the Invoices generated for duplicate transaction or pending transaction identification. This ensures all data is captured & invoiced


Payment receipt reconciliations with Invoices

The payment receipt document received offline can be reconciled with the invoice data with advanced techniques like partial matches to map the payment & update status accordingly


Bank/ NEFT data reconciliation with Invoice data

Intelligent reconciliations which can do a 3-way or 4-way reconciliations based on taxed amount, invoice amount & other to identify the matched transactions & update the records with payment status

Why are we better?

Reduced Manual efforts by 10x

Manual efforts of aggregation & segregation eliminated completely

Automation of invoice generation reduces manual efforts by more than 10x

Automated mailing & ftp based sharing of invoices in xml format

Delivery & Support Excellence

  • Dedicated account management for enterprise clients
  • Milestone drive delivery of custom apps & reporting
  • A central support team to handle all the issues with SLA bound delivery

Customized MIS & Reporting to suit every need

  • Inter-branch reporting which shows the branch wise liability & the branch details
  • Organization level consolidated reports for all states or per state to show all invoice data & liability
  • Standard outward report for GSTR filing , Policy level report , & Sales widgets

Ensure Compliance with


25 years of Indirect
Tax Experience


Authorized GSP CMMI-L3
& ISO-27001

Best Technology

#1 Data Qualification