How Bharatsure Quadrupled Client Capacity & Slashed Onboarding Queries by 90% 

Bharatsure is building the insurance rails for the next generation of SME benefits. As an infrastructure provider powering brokers and employers, their lean team supports dozens of small clients with complex insurance needs—but limited HR maturity. Spreadsheets, salary files, and manual coordination made onboarding slow and error-prone.

So they turned to Tartan to make SME insurance scalable.

Company Factsheet

A Manual Model Struggles to Scale

Each SME client brought its own quirks—different file formats, different salary structures, different rosters. Bharatsure’s team had to manually clean and verify every client file. With sensitive salary data flying back and forth via email, compliance risks rose with each new account.

Custom HRIS integrations for smaller clients weren’t feasible, and the support burden on Bharatsure’s CSM team grew as onboarding delays piled up.

From CSV Chaos to API-Driven Control

Tartan’s HyperSync with partial sync was the breakthrough. Bharatsure could now sync only opted-in employees—ensuring privacy and control for clients. Even better, Tartan’s bi-directional sync meant that any endorsements or updates made on Bharatsure’s platform were pushed back to the HRIS automatically.

No more file exchanges. No more confusion about which data was latest. And no custom code needed.

More Clients. Same Team. Less Chaos.

With Tartan, Bharatsure onboarded 70+ SME clients without growing its operations team. Client-to-CSM ratios jumped 4x, onboarding queries dropped 90%, and compliance concerns around salary data disappeared.

Tartan turned Bharatsure’s SME strategy into a scalable, API-powered engine.

“We used to drown in spreadsheets. With Tartan, we can serve 4x more clients with the same team.”

— Co-founder, Bharatsure

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