Built for agents & small teams
Run personal insurance, motor policies, and vehicle finance in one calm workspace.
Catilabz replaces scattered spreadsheets with structured customers, jobs, reminders, collections, and PDF-ready profiles—aligned to how Sri Lankan agents actually work.
What you get
Each module shares the same customer spine, agent security, and date-aware reminders—so handoffs between PI, VI, and finance stay coherent.
Personal insurance
Customer profiles, jobs through closing, interviews, policies, collection schedules, and reminders in one workspace.
Vehicle insurance
Policies, renewals, commissions, and renewal reminders so nothing slips before expiry.
Vehicle finance
Loans, EMI tracking, documents, and EMI due reminders tied to each customer and vehicle.
Dashboards & targets
Role-based home screens, performance summaries, and monthly targets by business line.
Administration
User onboarding, access windows, payments notes, and organization-wide visibility for admins.
Works on your phone
Save Catilabz to your home screen so it opens like a regular app when you are out with clients—same login, screens that fit your phone.
Pricing
Indicative prices—final LKR/USD and tax on your order or invoice. Basic = one agent type (PI, VI, or VF). Standard = same CRM + WhatsApp alerts. Customized = teams & bespoke delivery.
Basic
Rs 990
per agent / month
One seat, one line. Pick PI, VI, or VF at signup—full CRM for that agent type.
Customers & jobs · Interviews & policies · Collections · Due work in-app
Policies & renewals · Commissions · Renewal rules · Expiry views in CRM
Loans & EMI · Prospects → disbursement · Documents · Dues in CRM
- Dashboards & targets · PDF exports · secure login · use on your phone like an app when visiting clients
Standard
Rs 1,490
per agent / month
Same PI, VI, or VF CRM as Basic—plus WhatsApp messages for due work when your office has WhatsApp Business set up on the server.
WhatsApp reminders
Due jobs, renewals, and EMI-style alerts can go to the agent's WhatsApp when your office has connected WhatsApp Business on the server.
- Everything in Basic for the role you chose
- Priority support for rollout questions
- Choose at signup or switch from Basic in admin
Customized
Custom
teams & bespoke scope
Brokerages and teams that need volume terms, integrations, migration help, and UX tuned to how you work.
- Volume pricing · shared admin · Basic + Standard mix
- Integrations & data flows agreed in writing
- Custom onboarding, training, SLAs
- Feature requests scoped for best-fit workflows
How to sign in
- 1
Register
Use Sign up, choose your role (personal insurance, vehicle insurance, or vehicle finance), and submit your work email.
- 2
Approval
An administrator activates your account and can set access start/end dates. You will not be able to sign in until status is active.
- 3
Sign in
Open Sign in, enter the same email and password, and you will land on the dashboard for your role.
Already approved?
If you see a message that access is pending, blocked, or expired, contact your administrator. Technical issues (API URL, CORS) are documented in the project README for self-hosted deployments.
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