Insurance distribution

Industry pack · Available now

A complete insurance pack: advisors, licences, proposals, policies, renewals, commissions and payouts — with accounting built in.

Common challenges

  • Commission statements that never match
  • Renewals missed because reminders are manual
  • Selling through advisors without a valid licence

What LIVA does for you

  • Advisor hierarchy with licence and appointment checks
  • Needs analysis, quote comparison and proposal approval
  • Renewal reminders with escalation
  • Versioned commission rules, insurer statement import and partner payouts with holdback and clawback

On the roadmap

  • Insurer API integrations
  • Customer self-service portal

Everything a growing business needs

Start with the core and add industry packs as you grow.

Accounting

Double-entry vouchers, receipts and payments with bill-wise allocation, cost centres, period lock, trial balance, P&L, balance sheet and day book.

GST and invoicing

GSTIN validation, CGST/SGST or IGST by place of supply, inclusive rates, HSN/SAC, round-off, PDF invoices and GST summaries.

Inventory

Multiple godowns, weighted-average costing, stock ledger, transfers, adjustments and a guard against negative stock.

Sales and purchase

Sales and purchase invoices, credit and debit notes, customer and supplier ledgers, and receivable and payable ageing.

Approvals and controls

Approval rules for discounts, amounts and credit limits, with no self-approval and a full audit log.

Reports and exports

Ready financial, GST and stock reports. Export to Excel, CSV or PDF in one click.

See LIVA working with your own business data

Book a free demo. We will set up a sample company for your industry and walk you through it.