Smart CRM for
Financial Leaders
& Advisors.
An initiative by CA Dr. Manish Gupta & @uncoverwithHarshit (CA Harshit Mudgil) — designed to empower insurance teams with clarity, speed, and precision.
1300+
Active Advisors
₹52Cr+
EP Tracked
98%
Satisfaction
app.onspotcover.in/dashboard
₹8.4L
EP Income
42
Clients
67
Policies
18
Prospects
Goal Progress — April 2026
67%Recent Clients
Rajesh Kumar
ULIP
Priya Sharma
Term
Arun Mehta
Health
Policy Logged!
₹85K · Just now
Team EP up 23%
This month
3,000+
Policies Tracked
98%
Client Retention
12x
Faster Reporting
1300+
Active Advisors
Words of Wisdom
Fuel for your ambition.
“Success in insurance is not about selling policies — it is about building trust, one relationship at a time.”
CA Dr. Manish Gupta
Co-Founder, On Spot Cover Capture
Built for Advisors
Every tool you need to grow your practice.
Designed around the daily workflow of insurance advisors — helping you earn more, serve better, and work smarter.
Hit Your Income Goals
Set your annual income target and get a clear daily activity plan — exactly how many calls, meetings, and policies you need.
Track Every Policy
Log policies, upload bonds, and get renewal reminders — all in one place. Never let a policy slip through the cracks.
Grow Your Prospect Pipeline
Manage your entire prospect journey from first contact to closed deal with a visual Kanban pipeline and meeting scheduler.
Stay Close to Clients
Send birthday wishes, anniversary greetings, and renewal reminders to clients with one tap — build loyalty that lasts.
Built by Chartered Accountants. Designed for Top Producers.
Conceived by CA Dr. Manish Gupta and CA Harshit Mudgil — two finance professionals who understand what advisors truly need to grow their book of business.
Solutions
Built for every role in the hierarchy.
For Agents
Track prospects, manage clients, and hit income goals.
For Leaders
Monitor team performance, bonuses, and recruitment.
For RMs
Drill into leader and agent performance in real time.
For Managers
Global overview across the entire organisation hierarchy.
Testimonials
Trusted by top advisors.
“On Spot Cover Capture transformed how I track my team. The leader bonus waterfall view alone saved hours every week.”
Nikhil Thakur
Senior Business Associate
“The goal planner is incredible. I can now visualise exactly how many policies I need to hit my income target.”
Kavita Bhardwaj
Star Business Associate
“Client connect and birthday reminders have made my retention rate jump significantly. This CRM is a game-changer.”
Sandeep Rawat
Business Associate
Get In Touch
We’d love to hear from you.
Whether you want a demo, have a question, or are ready to onboard your team — reach out and we’ll respond promptly.
Call Us
Speak directly with our team
+91 89502 20841
Email Us
We reply within 24 hours
hello@onspotcapture.com
Head Office
Come visit us
New Delhi, India
Every great advisor started with a single conversation. Start yours with us today.
— CA Dr. Manish Gupta & CA Harshit Mudgil
Ready to transform your practice?
Join hundreds of advisors already using On Spot Cover Capture to grow faster, smarter, and with more clarity.