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Vantage Opportunity Management

Vantage

Brand: Vaatun Technologies

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Starting Price
₹10,000 excl.GST
₹ 11,800 incl. GST

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  • Description

  • Pricing

  • Features

  • Specification

  • Review

Starting at ₹10,000

Vantage Software Overview

Vaatun Technologies Company Details

Founded Year:  2025

Vaatun is a technology company dedicated to transforming how insurance intermediaries operate. We blend advanced AI with an intuitive user experience to help brokers, agents, and corporate clients streamline workflows, boost engagement, and unlock new growth opportunities.

Director/Founders Tannmay S. Gupta
Company Size 1-100 Employees

Vantage Pricing & Plans

Vantage
Key Features
  • Policy Entry
  • Lead Management
  • Opportunity Management
  • Quote Management
  • Renewal Management

Calculated Price

10000 Exclusive of all taxes
    • Quantity

      Quantity
      Quantity
    • Yearly

      Yearly
      Yearly

Key Features

  • Policy Entry

  • Lead Management

  • Opportunity Management

  • Quote Management

  • Renewal Management

Vantage Features

  • icon_check Policy Entry
    Extracts policy data from insurer documents to reduce manual data entry.
  • icon_check Lead Management
    Centralizes leads, customer accounts, contacts, and communication records.
  • icon_check Opportunity Management
    Tracks sales opportunities and automates renewal opportunity creation.
  • icon_check Quote Management
    Generates multi-product insurance quotations with branding support.
  • icon_check Renewal Management
    Automates renewal tracking with reminders and follow-up workflows.
  • icon_check Policy Administration
    Manages policy creation, updates, and operational workflows efficiently.
  • icon_check Claims Tracking
    Monitors claims with centralized tracking and status visibility.
  • icon_check Commission Tracking
    Tracks commissions across policies, insurers, and sales teams.
  • icon_check Billing & Invoicing
    Generates brokerage invoices with GST and insurer-wise breakdowns.
  • icon_check Invoice Reconciliation
    Matches insurer statements with invoices using AI automation.
  • icon_check Dashboards
    Provides visibility into sales pipelines, renewals, and performance metrics.
  • icon_check Analytics & Reporting
    Delivers advanced insights through dashboards and dynamic reports.
  • icon_check Audit Logs
    Maintains detailed activity records for compliance and operational transparency.
  • icon_check User & POSP Management
    Controls employee and POSP access with role-based permissions.
  • icon_check Payment Status Monitoring
    Tracks due, paid, and overdue invoice statuses in real time.

Vantage Specification

Supported Platforms
Windows Windows MacOS MacOS
Devices
Desktop Desktop
Deployment
Web-Based Web-Based
Suitable For
Insurance
Business Specific
All Businesses
Business Size
Small Business Startups Medium Business Enterprises SMBs SMEs
Customer Support
Phone Email
Language
English
Training Resources
Live Online Documentation Videos

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Terms and Condtions

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Users with registered businesses can purchase goods from merchants on the platform to satisfy their business needs. Users are not permitted to utilize any products acquired through the platform for resale, advertising, business, or further distribution.

For each purchase made, users will receive a Tax Invoice (or 'GST invoice') that includes specific details such as:

  • the GSTIN of the user associated with their registered business, and

  • the specified Entity Name for their business.

It should be noted that not all products are eligible for GST Invoice. Only the products displayed by participating sellers with the 'GST-based Invoice Available' callout on the product description page would qualify.

Certain goods and services are not eligible to get a GST Invoice, including items with VAS, i.e., Value Added Services (e.g., Total Mobile Protection/Assured Buyback) and those involving an exchange offer at the time of purchase.

Users must ensure the accuracy of the GSTIN, and business entity name provided for the GST Invoice. Requests for corrections into GST Invoice would not be accommodated by Techjockey.com or any Seller, and any issues arising from user-provided information are the sole responsibility of users.

Techjockey.com is not liable for the GST Invoice or any associated input tax credit. To efficiently claim an input tax credit, users should select the registered place of business address as per the GST authority's data and follow the provisions of the GST Act and rules.

To claim an input tax credit, the delivery and billing addresses must match. Furthermore, input tax credits will not be granted if the delivery address and GSTIN on the invoice are from different states. In case of incorrect GST details provided during the order placement, the order will be canceled automatically.