The Insurance CRM Built to Close More Policies & Automate Renewals
Manage leads, track policy lifecycles, and automate expiration alerts in one compliant platform designed specifically for insurance professionals.
Active Policies
1,248
Monthly Recurring Premium
₹4,85,000
Renewals Due (30 Days)
14 Policies
Engineered to Fix Daily Agency Bottlenecks
Stop losing revenue to administrative noise and disconnected tools.
Losing commissions to forgotten renewals?
Automated 30/60/90 day renewal email and SMS triggers ensure clients stay covered and commissions stay in your account.
Sifting through spreadsheets for policy numbers?
A centralized 360-degree client profile linking families, policies, claims, and documents in one click.
Manually chasing carrier quotes and prospects?
An integrated pipeline tracking prospects seamlessly from "New Lead" to "Bound Policy".
Everything Your Agency Needs in One Place
Comprehensive features engineered specifically for insurance workflows.
Automated Renewal Engine
Never miss an expiration date with automated agent alerts and timed client notifications.
Cross-Selling Insights
Smart system alerts that notify you when a home insurance client needs auto or life coverage.
Carrier Document Storage
Drag-and-drop storage for policy PDFs, inspection photos, and digital ID cards.
Mobile Agent Portal
Access client details, phone numbers, and active policy information on the road.
Transparent Plans Built for Every Stage
No hidden fees. Scale your agency with total predictability.
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| Feature / Tier | Starter Independent Agents | Growth Small Agencies (Popular) | Enterprise Large Brokerages |
|---|---|---|---|
| Monthly Price | ₹1,999 / mo | ₹4,999 / mo | Custom Pricing |
| User Seats | 1 User | Up to 5 Users | Unlimited Users |
| Core Functions | Lead & Policy Tracking | Everything in Starter | Everything in Growth |
| Automation | Basic Email Alerts | Email + SMS Automations | Custom Workflows & Webhooks |
| Support | Email Support | Priority Chat Support | Dedicated Account Manager |
| Start Free Trial | Go Growth | Contact Sales |