For Trustees & NGO Admins

Complete Digital Platform for Social Welfare & Insurance Schemes

Manage members, schemes, events, claims, and agents — all in one secure, easy-to-use system.

Your samaj. Your schemes. One smart system.

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Admin dashboard showing scheme groups and member counts

Running a Samaj or Sanghatan Shouldn't Mean Endless Paperwork

Many social organizations still manage members, installments, events, and claims through paper registers and spreadsheets. This leads to lost records, calculation errors, delayed reports, and hours of manual work — making it hard to scale and stay transparent.

  • Manual registers and scattered Excel sheets
  • Difficulty tracking member installments and dues
  • Time-consuming event and claim calculations
  • No clear, on-demand reports for trustees
  • Limited visibility for agents and field staff

The Solution

InsuranceSystem By Zikasha brings your entire organization online — secure, organized, and accessible from anywhere. One platform handles members, schemes, events, claims, agents, commissions, and reports, so your team can focus on serving people instead of managing paperwork.

Built for Transparency, Trust, and Growth

Why trustees and NGO administrators choose InsuranceSystem By Zikasha.

All-in-One Platform

Members, schemes, events, claims, agents, and reports — managed in one place.

Complete Transparency

Every installment, payment, claim, and commission is recorded and trackable.

Instant Reports

Generate financial and member reports in seconds — ready for meetings and audits.

Secure, Role-Based Access

Give the right access to admins and agents — data stays protected.

Your Branding

Your organization's name, logo, and details appear across the app, certificates, and reports.

Accessible Anywhere

Works on computer and mobile — in the office or in the field.

Customize Your Organization Branding

Set your organization name, address, logo, stamp, and certificate contact numbers in multiple languages — English, Hindi, and Gujarati — all from one settings screen.

Organization branding and certificate contact settings

Everything Your Organization Needs

Six powerful modules designed for the way Samaj and Sanghatan organizations work.

Module 01

Member Management

Every member's complete record — from registration to installments — in one organized profile.

  • Register members with full personal and contact details
  • Assign one or more schemes to each member
  • Track joining fees, installments, and pending dues
  • View complete member history and payment status at a glance
  • Search and filter members quickly by name, mobile, or ID
  • Generate membership certificates with your organization branding

No more flipping through registers. Find any member's status, dues, and history in seconds — accurate and always up to date.

Members management list with search and filters
Module 02

Scheme Groups & Schemes

Organize all your welfare and insurance schemes under a clear, structured system.

  • Create multiple scheme groups to categorize your offerings
  • Define individual schemes with their own rules and fees
  • Set age-based fee slabs for accurate, fair contributions
  • Configure joining fees and installment amounts per scheme
  • View scheme-wise member counts and activity on the dashboard

Whether you run one scheme or fifty, everything stays neatly organized — making it easy to manage rules, fees, and member participation.

Dashboard with scheme groups and active member counts per scheme
Module 03

Event Management

Handle marriage, death, and other welfare events with structure and dignity.

  • Record marriage, death, and other member events
  • Link events to the relevant member and scheme
  • Track event-related payments and participation
  • Generate official event certificates with your organization stamp and details
  • Maintain a clear history of all events

Events are the heart of social welfare work. The system ensures every event is documented, calculated, and certified correctly — building trust with members and families.

Events management list with filters and status
Module 04

Claims Management

Process member claims fairly, quickly, and with full transparency.

  • Manage event claims and closure claims in one place
  • Apply claim-cut rules (percentage or fixed amount) automatically
  • Calculate claim amounts and deductions accurately
  • Maintain a complete, auditable claim record
  • Tie claims back to the relevant member, scheme, and event

Claims are sensitive and must be accurate. Automated calculations remove human error and ensure every member is treated fairly and consistently.

Claims management with event and closure claims
Module 05

Agent Management & Commission

Empower your field agents and reward them accurately for their work.

Agent Management

  • Maintain a directory of all field agents
  • Assign and view members linked to each agent
  • Manage offers and agent-driven registrations

Agent Commission Management

  • Automatically calculate installment-based commissions
  • Track each agent's commission and payout history
  • Maintain a wallet history for every agent
  • Keep a transparent record of all commission transactions

Agents drive growth on the ground. Automated, transparent commission tracking keeps them motivated and removes disputes over payouts.

Commission agents with eligible, paid, and pending commission
Module 06

Reports & Insights

Make confident decisions with clear, on-demand reports — exportable to PDF.

  • Member Installment Report — track installment collections and pending dues
  • Agent Installment Report — see agents with members whose installments are pending
  • Transactions Report — event transactions and joining fee transactions
  • Account Report — balances, receivables, income, expenses, claims, and commission payouts

Walk into any meeting with accurate numbers. Financial clarity and accountability, available at the click of a button.

PDF reports — agent pending installment summary and member event payment report

Simple for Everyone in Your Organization

From trustees to agents — everyone has a clear role.

Register Member Assign Scheme Collect Installments Record Event Process Claim Generate Report / Certificate

For the Organization (Admin / Trustee)

  1. Set up scheme groups and schemes
  2. Add staff users with the right roles
  3. Apply your branding and configuration
  4. Monitor members, claims, and reports from the dashboard

For the Agent

  1. Register members (or share the registration link)
  2. Collect installments and track dues
  3. View commission and wallet automatically

See It in Action — Book a Free Demo

Let us show you how InsuranceSystem By Zikasha can transform the way your Samaj or Sanghatan works. A short, personalized demo is the best way to see the difference.

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+91 90999 88436
admin@zikasha.com
+91 76007 63165