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SI

Suraksha Insurance Brokers

Insurance & Risk Advisory · Mumbai
OwnerSanjay Kulkarni
Today21 September 2026
PeriodFY 2026–27 · Q2
Sample data
Premium collected, month-to-date ₹42.8L +9.6% vs last month
Commission earned, month-to-date ₹6.4L 15.0% avg. commission rate
Policies up for renewal this month 58 22 contacted so far
Active client portfolio 612 1.27 policies per client avg.
Renewals at risk 9 4 in the 0–15 day band
Renewal rate, last 90 days 87.4% +2.1 pts vs prior period

Renewal tracker

Upcoming policy renewals across the book
ClientPolicy typeExpiry dateDaysStatus
Deshmukh Logistics Pvt LtdFleet policy Motor 12 Sep 2026 9d over Overdue
Ananya ReddyFamily floater Health 16 Sep 2026 5d over Overdue
Kaveri Textiles LtdFire & property Commercial 24 Sep 2026 3d left Due soon
Coastal Shipping AgenciesCargo & hull Marine 27 Sep 2026 6d left Due soon
Rohit BansalTerm plan Life 18 Oct 2026 27d left On track
Om EnterprisesGroup health Health 2 Nov 2026 42d left On track

Active policies by type

Monthly premium collected

Premium by month, in ₹ lakh, renewal + new business — Apr 28.2+8.4, May 26.5+10.1, Jun 30.8+9.2, Jul 27.4+11.6, Aug 29.1+10.4, Sep 31.2+11.6 (current).
Renewal premium New business premium

Renewal-risk ageing

Premium at risk, by days to expiry
Renewal-risk ageing, ₹ lakh — 0–15d 14.2 (critical), 16–30d 19.6 (at risk), 31–60d 26.8 (watch), 60d+ 38.4 (on track).
0–15 days — critical 16–30 days — at risk 31–60 days — watch 60+ days — on track

Advisor productivity

Policies serviced vs. monthly target
Priya NambiarSenior Advisor
118%
Karthik IyerAdvisor
104%
Meenal JoshiAdvisor · Near target
92%
Farhan SheikhJunior Advisor · Near target
88%
Arvind ChandranAdvisor · Below target · flagged for coaching
78%
Divya MenonJunior Advisor · Below target · flagged for coaching
65%

Open claims tracker

Claims in progress across the book
ClientPolicy typeFiledDays openStatus
Kaveri Textiles LtdFire claim Commercial 2 Sep 2026 19 Escalated
Deshmukh Logistics Pvt LtdFleet claim Motor 10 Sep 2026 11 Under review
Om EnterprisesGroup health claim Health 15 Sep 2026 6 Awaiting documents
Coastal Shipping AgenciesCargo claim Marine 5 Sep 2026 16 Approved, payout pending

Premium by insurer

Month-to-date, by carrier — concentration risk flagged above 30% share

Top clients

By annual premium value
ClientPolicy typeAnnual premiumRenewal status
Kaveri Textiles Ltd Commercial ₹18,40,000 Renewal due
Deshmukh Logistics Pvt Ltd Motor ₹12,60,000 Overdue
Coastal Shipping Agencies Marine ₹9,80,000 Renewal due
Om Enterprises Health ₹7,20,000 Active
Ananya Reddy Health ₹1,85,000 Overdue
Rohit Bansal Life ₹1,40,000 Active