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For NIA-Licensed Advisors

Lead Routing for
Licensed Advisors

Lead routing is paused. We are not sending leads to agents right now, and the advisor directory has no public listings yet. This page explains how routing is designed to work. You can still register: your profile is saved, unpublished, while routing is paused.

Register Your Profile — Takes 3 Minutes

14

Insurers Compared

4

Planning Tools

Paused

Lead Routing

3 min

To Register

How Lead Routing Is Designed to Work

When it runs, a lead is someone who has already run the numbers and asked for a callback — not a cold contact. It is paused for now.

1

Buyer Uses Our Tools

They run the Premium Calculator, Decision Engine, or Need Assessment. They arrive knowing what plan they want and roughly what it costs.

2

They Request a Callback

They submit their name, phone, age, sum assured, term, and plan preference. These are buyers who have decided they want to move forward.

3

We Match and Send the Lead to You

Each lead is matched to agents registered in that district, who receive the details by email — enough to call back with a relevant proposal.

What a Lead Looks Like

This is the information a matched lead includes.

New Lead — BeemaPortal

NameSita Rai
Phone98XXXXXXXX
Age34
Sum AssuredNPR 20 Lakh
Term20 years
Plan TypeEndowment
SourceDecision Engine
DistrictKathmandu
Sample lead · for illustration only

Lead routing is paused.

No leads are being sent to agents at the moment. Registration stays open: your profile is saved but not published while routing is paused.

Register Your Profile →

What the Advisor Programme Includes

Public Profile Page (paused)

When listings are open, your own page in our Verified Advisors directory — name, district, specialisms, NIA licence number, and a direct contact button buyers unlock to reach you. No profiles are being published right now.

Verified Licence Status

We verify your NIA licence number before any profile is published, so a listing shows verified credentials to prospective policyholders.

Matched Leads by Email (paused)

When routing runs, matched leads go by email to agents in the right district, with name, phone, age, sum, term, and plan type. No leads are being sent right now.

Informed Buyers

A lead is not a cold contact: the buyer has run our calculator and read the comparison data before asking for a callback. Your job starts where theirs left off.

Common Questions

No. Lead routing is paused, and no leads are being sent. You can still register: your profile is saved but not published while routing is paused.
Any NIA-licensed life insurance agent or advisor practicing in Nepal. We verify your licence number before your profile goes live.
When routing runs, each lead is matched to a small number of agents registered in that district, so it is not shared with everyone.
No — we don't push any single insurer. Our tools rank all 14 on NIA claim-settlement data, so the leads you receive are neutral and well-informed. Buyers arrive already understanding plan differences and claim records, so you spend less time on introductory explanations and more time closing.
Full name, phone number, age, sum assured, term length, plan type preference (endowment / term / money-back / etc.), and which tool they used. Enough to follow up with a relevant proposal promptly.
Contact us and we will remove your profile within 24 hours. There is no lock-in.

Register your profile.

Takes 3 minutes. Routing is paused, so registering does not bring leads yet — your profile is saved, unpublished, in the meantime.

Register as an Agent →