Lead Management
Leads are often scattered across calls, WhatsApp, spreadsheets and multiple systems.
Tookway Finsoft
Building the Future of
Business Growth
Technology, operational support and financial-service solutions designed to help Insurance & Financial Advisers save time, work smarter and grow faster.
We are building more than software.
Tookway Finsoft is building a business-growth ecosystem designed around the real operational challenges faced by Insurance Advisers and Financial Advisers.
Our goal is to bring technology, structured operations and financial-service opportunities together in one ecosystem so professionals can spend less time managing routine work and more time building relationships and growing their business.
The industry doesn't need more complexity. It needs better systems.
Follow-Up
Missed follow-ups can result in lost business opportunities.
Operational Work
Advisers spend significant time on repetitive backend and servicing activities.
Cross-Selling
Existing customers often have additional financial needs that are difficult to systematically identify and manage.
Business Visibility
Without structured data and reporting, it becomes difficult to understand business performance and future opportunities.
One ecosystem. Multiple growth opportunities.
Insurance Operations
Support for policy-related operations, servicing, renewals, claims coordination and backend activities.
CRM & Business Management
A planned CRM ecosystem for lead management, follow-ups, customer records, policy information and business reporting.
Financial Product Opportunities
Structured opportunities around products such as Loans and Credit Cards alongside insurance.
Virtual Operational Support
Trained operational support designed to help advisers reduce workload and focus on sales and customer relationships.
Our Vision
To become India's leading business-growth platform for Insurance & Financial Advisers.
We envision a future where every adviser can access the technology, operational support and financial-service ecosystem required to build a more efficient, scalable and customer-centric business.
Our Mission
To simplify business operations and create scalable growth opportunities through technology, people and financial-service solutions.
- Technology
- Efficiency
- Growth
- Accessibility
- Customer Success
Our core principles
Customer First
Build around the real needs of advisers and their customers.
Simplicity
Make complex business processes easier to manage.
Execution
Focus on practical solutions rather than just ideas.
Innovation
Continuously improve how financial professionals work.
Trust
Build long-term relationships through transparency and reliability.
Growth
Help our ecosystem partners create sustainable business growth.
Our solutions
Insurance Business Support
Practical, hands-on support across the parts of the insurance business that take up the most time.
- Lead management
- Follow-up support
- Policy servicing
- Renewal support
- Claims coordination
- Customer communication
- Backend operations
- Reporting
Our Technology Vision
Insurance CRM
Tookway is developing a CRM ecosystem designed around the complete insurance business lifecycle. The capabilities below are planned and evolving product capabilities.
- Lead creation
- Lead assignment
- Follow-ups
- Customer management
- Policy management
- Renewal tracking
- Reports
- Task management
- Business dashboards
- Cross-selling opportunities
- Loan request management
- Credit card request management
Virtual Employees
Your operations team, without the overhead.
Tookway's Virtual Employee concept provides trained operational support for Insurance and Financial Advisers.
- Lead follow-up
- CRM updates
- Policy servicing
- Renewal support
- Claims coordination
- Client communication
- Back-office work
- Data management
Save time. Reduce operational work. Focus on growth.
Financial Product Ecosystem
We're building toward an ecosystem of opportunities around Insurance, Credit Cards, Personal Loans and other financial services — brought together with advisers at the centre, not every product live from day one.
How Tookway works
Capture
Capture leads, customer requirements and business opportunities.
Manage
Organize customers, policies, leads, tasks and follow-ups.
Support
Use technology and operational support to reduce repetitive work.
Grow
Identify opportunities, improve customer relationships and scale the business.
Built for professionals who want to grow
Insurance Advisers
Manage customers, leads and operations more efficiently.
Financial Advisers
Organize business activities and identify additional opportunities.
Insurance Agencies
Create structured processes and improve operational efficiency.
Growing Financial Businesses
Use technology and operational support to build scalable processes.
Technology + People + Process
Technology
CRM, automation, data and reporting.
People
Trained operational support and customer-focused teams.
Process
Structured workflows designed for efficient business execution.
Business
Growth
Growth
We believe sustainable growth happens when technology, people and processes work together.
The team behind Tookway
Chetan Singh
Founder & CEO
Chetan Singh is building Tookway Finsoft with a vision to create a technology-enabled business-growth ecosystem for Insurance and Financial Advisers.
His focus is on identifying real operational challenges, building practical technology solutions and creating an ecosystem that helps professionals improve efficiency and scale their businesses.
Growing the team
We are building a team of technology, business, operations and market-focused professionals who share our ambition to transform how financial professionals work.
Join TookwayWhere we are going
A working roadmap, not a fixed timeline — priorities will evolve as we learn from the market.
Foundation
- Market research
- Industry understanding
- Business validation
- Initial operational services
Technology
- CRM development
- Lead management
- Business dashboards
- Reporting infrastructure
Ecosystem
- Insurance
- Loans
- Credit cards
- Cross-selling opportunities
- Operational support
Scale
- Expand across India
- Build a larger adviser ecosystem
- Develop technology partnerships
- Create a scalable business-growth platform
Why Tookway?
Industry Understanding
Built around real operational challenges in the insurance and financial-services ecosystem.
Technology First
Developing technology to simplify everyday business processes.
Operational Support
Combining software with human support where businesses need it.
Growth Focused
Designed not only to manage business but to help identify growth opportunities.
Long-Term Vision
Building toward a larger business-growth ecosystem.
We are building for the long term
Tookway Finsoft is at an early stage of building its technology and business ecosystem. We are interested in connecting with:
- Strategic Partners
- Technology Partners
- Insurance & Financial Industry Professionals
- Business Advisors
- Investors
- Talented Professionals
Let's build the future of business growth together.
For Business
Discuss partnerships, services and opportunities.
For Technology
Discuss product and technology collaboration.
For Careers
Join the Tookway team.
For Investors
Explore the business and long-term vision.
Tookway Finsoft
Founder & CEO: Chetan Singh
P.No. C-5, 1st Floor, Booth No. 34, Shanti Nagar-C, Gurjar Ki Thari, Near Neerja Modi School, Jaipur, Rajasthan – 302020