The complete platform to manage customers, LIC & Post Office schemes, mutual funds, insurance, fixed deposits, documents and every due date — with your documents kept safely in your own Google Drive.
Free to start · No card required · Sign in with Google
Unlike other tools, DriveMgr never holds your customers' sensitive documents on its servers. They live in your own Google Drive — you stay in control, and your data stays private.
One system for the whole customer relationship.
Everything an agent needs, nothing they don't.
Every policy, investment, document, family member and due date for a customer on one screen.
Pick LIC, RD, FD or any product and the form shows exactly the fields and documents that product needs.
Attach Aadhaar, PAN, policy bonds, passbooks and more — organised per customer and product.
Premium dues, SIP dates, FD & policy maturities, insurance renewals and document expiries — never miss one.
Find anyone instantly by name, mobile, PIN, policy number, folio or PAN/Aadhaar last-4.
See totals across products and everything coming due, at a glance.
No new password. Connect the Google account whose Drive will hold your documents.
Capture profiles, KYC and every policy or investment with the right fields and documents.
Reminders and the dashboard keep you on top of every due date and renewal.
Start monthly, or save with yearly — pay for 10 months and get 12.
Flexible, cancel anytime
Buy your first month, get the 2nd free — one time per account.
View detailsFirst year — pay 10 months, get 12
2 months free — save ₹798
Then ₹4,389/year — 1 month free every year.
View detailsYou handle sensitive financial and identity documents. DriveMgr is built to protect them at every step.
Bring every customer, policy, investment and document together — and never miss a due date again.
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