How Bajaj Allianz Enabled 1-Day Broker-Led Onboarding with GHI Stack

Bajaj Allianz, a leader in health insurance, was on a mission to modernize group insurance distribution through its broker network. But brokers were stuck using outdated, manual methods to onboard clients and couldn’t track engagement or upsell effectively.

Tartan provided the digital foundation to transform this channel.

Company Factsheet

A Manual Channel Limiting Growth

Brokers supporting Bajaj Allianz lacked tools to onboard employers digitally. New clients were added through forms, spreadsheets, and manual endorsement workflows. Without visibility into engagement or upsell opportunities, brokers struggled to manage relationships or drive revenue.

The GHI platform wasn’t just underutilized—it was stuck in a pre-digital era.

Digital Onboarding and Real-Time Data Sync

Bajaj Allianz rolled out a Tartan-powered platform that enabled brokers to onboard employers with a single link. Integrated HRIS sync pulled employee data in real time, triggering automated endorsements and making policy administration seamless.

The platform also tracked broker activity, client engagement, and upsell conversions—turning every broker into a data-driven distribution partner.

Fast Onboarding. Better Upsells. Smarter Distribution.

With Tartan, brokers onboarded new clients in under one day, upsell conversion rates rose 40%, and broker activity could finally be measured and optimized. The manual layer disappeared, replaced by an intelligent broker-led GHI engine.

Tartan helped Bajaj Allianz reimagine broker-led distribution for the digital age.

“Tartan turned our broker network into a digital GTM machine. We now onboard, track, and grow accounts faster than ever.”

— Head of Partnerships, Bajaj Allianz

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