BimaGrow: Partner App

BimaGrow Partner App - Grow Together, Earn Together BimaGrow Partner App helps referral partners manage their entire referral business from one secure and easy-to-use platform. Track referred clients, monitor trial activity, manage leads with built-in CRM tools, and view your earnings and ledger anytime, anywhere. Designed exclusively for BimaGrow partners, the app gives complete visibility into every stage of your referral journey - from onboarding and trials to subscriptions, renewals, and commissions. FEATURES • Client signup and onboarding Refer and onboard insurance advisors directly from the app without paperwork or manual coordination. • Trial tracking Monitor trial activity in real time and know which clients are active, completed, or need follow-up. • Separate trial and subscription lists View trial users and paid subscribers in organized lists for better tracking and management. • Built-in CRM for partners Manage contacts, leads, follow-ups, and client communication directly from the app. • Lead stages and notes Assign stages, add notes, and maintain a structured follow-up process for every lead. • Earnings and commission tracker Track referral earnings and commissions with complete transparency for every successful conversion. • Complete ledger access View all earnings, settlements, credits, dues, and financial records in one place. • Smart alerts and notifications Receive reminders for trial expiry, subscription renewals, and lead activities so you never miss an opportunity. • Birthday reminders Stay connected with referred clients through birthday and important date reminders. • Secure and private access Your business data and client information remain secure and accessible only to authorized partners. WHO CAN USE THIS APP? This app is designed exclusively for BimaGrow referral partners who refer insurance advisors and agency owners to the BimaGrow / iAgency Software platform. If you are not yet a BimaGrow partner, visit BimaGrow to learn more and apply. WHY USE BIMAGROW PARTNER APP? • Manage referrals from one app • Track trials and subscriptions easily • Organize leads with built-in CRM • Monitor commissions and earnings • Access complete financial ledger • Receive smart alerts and reminders • Secure and partner-only access Grow your referral business smarter with BimaGrow Partner App.