BimaGrow: Partner App

BimaGrow Partner App — Grow Together, Earn Together. As a BimaGrow referral partner, this app gives you complete visibility of every client you refer — from signup and trial to subscription and earnings. Manage your referral business smarter, all from one place. ────────────────────────────────────── ✅ KEY FEATURES ────────────────────────────────────── 👥 Client Signup & Onboarding Sign up new clients directly from the app. Refer and onboard insurance advisors onto the BimaGrow platform without any paperwork or back-and-forth. 🧪 Trial Tracking Monitor the trial status of every referred client in real time. See who is actively using the trial, who has completed it, and who needs a follow-up — all in one dashboard. 📋 Trial & Subscription Separate Lists View your referred clients in two clear lists — active trials and paid subscriptions. Know exactly where each client stands at any point in time. 📇 Built-in CRM for Partners Add and manage all your contacts directly inside the app. Track every lead, follow up one by one, add notes and stages, and never let a potential client slip through the cracks. 🎯 Lead Stages & Notes Assign stages to each lead and add notes at every step of your follow-up journey. Stay organized, stay on top of every conversation, and close more referrals with a structured pipeline. 💰 Earnings Tracker See your commission and referral earnings for every successful sale. Know exactly how much you have earned and from which client — full transparency on your income. 📒 Complete Ledger View View your full financial ledger — all earnings, dues, credits and settlements with BimaGrow in one place. No confusion, no disputes. 🔔 Smart Notifications & Alerts Get timely notifications when a trial is about to expire, when a subscription is due for renewal, or when a new lead activity happens — so you never miss a follow-up opportunity. 🎂 Birthday Reminders Get birthday reminders for your referred clients. Stay connected and build stronger long-term relationships. 🔒 Secure & Private Your data and your clients' data are completely safe. Only authorized BimaGrow partners can access this app. ────────────────────────────────────── 📌 WHO IS THIS APP FOR? ────────────────────────────────────── This app is exclusively for referral partners of BimaGrow — individuals or businesses who refer insurance advisors and agency owners to the BimaGrow / iAgency Software platform and earn commission on successful conversions and renewals. If you are not yet a BimaGrow partner, visit www.bimagrow.com to learn more and apply. ────────────────────────────────────── 🏷️ WHAT YOU GET ────────────────────────────────────── ✔ Onboard and refer new clients directly from the app ✔ Track trial status of every referred client ✔ View separate lists for trials and subscriptions ✔ Manage all contacts and leads with built-in CRM ✔ Assign stages and add notes for every lead ✔ Monitor your referral earnings per client ✔ View complete ledger with BimaGrow ✔ Get renewal and trial expiry notifications ✔ Receive birthday reminders for your clients ✔ Safe, secure and partner-only access