Delight your customers with our Insurance CRM

Deliver a rich, premium experience to your customers by granting access to our mobile app where all their information is securely stored.
Ensure timely communication by automating your reminders, so your customers stay informed and engaged without you lifting a finger.
Schedule consistent daily reminders in advance, helping you maintain regular touchpoints with your customers effortlessly.
Easily share ready-to-use promotional posters for every renewal, keeping your brand top-of-mind while saving you time on design

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Fully automated Reminders (Premium)

No manual intervention

Automated processes handle all reminders and follow-ups, reducing errors and saving time.

Stay organized with ready-made daily alerts

Set up once and run daily—ensure customers never miss important updates or due dates.

Automated follow-ups based on policy terms

System-generated follow-ups are triggered by each policy's timeline, keeping communication timely and relevant.

User initiated whatsapp Reminders

Cost-effective solution for agents

Empowers agents to manage client communications efficiently while keeping operational costs low.

Semi-automated reminder system

Combines automation with manual control, helping agents stay organized without losing flexibility.

Be Smart & Ahead of your competitors

Whether you're reminding a client about renewal, managing your team, or tracking a new lead — Use our CRM for Insurance agent and you’ll have everything in one place, right from your mobile.

Conversation Tracking
via Lead & Client Notes

Secure Client Login via
App

Instant Broadcast Push
Notifications to Teams & Clients

Push Notifications –
Alerts sent directly to your phone

Efficient Team Management
& Collaboration

Full Mobile Access
Anytime, Anywhere

Exclusive Benefits of InsureCRM

Stay Organized

Easily track leads, clients, and policies all in one place.

Never Miss a Renewal

Automated reminders help you secure renewals on time, every time.

Boost Productivity

Manage follow-ups efficiently to close more deals faster.

Team Collaboration

Coordinate your team seamlessly for better results.

Work On-the-Go

Access all your data and tools anytime, anywhere from your mobile device.

Cross-Selling

Boost your revenue by suggesting additional policies to your customers.

Empower Your Clients

Clients can log in through the app to view policy details, manage renewals, and switch agents as needed

Instant Communication

Send broadcast messages and push notifications to teams and clients daily to keep everyone updated

Multi-Channel Reminders

Receive policy renewal alerts via email, push notification and whatsapp to never miss a update

Conversation Tracking

Add and store notes on leads and clients to keep all customer interactions organized and easily accessible

Auto Follow-Ups

Policy renewal reminders are triggered automatically based on the premium payment mode(monthly,quarterly,half-yearly,annual,or onetime)

Client Notifications

Clients receive push and Whatsapp reminders 1 month, 15 days, and 1 day before policy renewal

What Our Customers Say

"Absolutely love this app! Filing a claim was quick and hassle-free, and i could track everything in real time.As someone who deals with finnacial planning every day, I appreciate the transparency, Highly recommend it"

Ravi Mehta, Financial Analyst in Axis Bank

"Amazing support and features. I never miss a client follow-up anymore!"

Anjali Verma

"InsureCRM keeps my business running smoothly and securely from anywhere."

Suresh Patil

Pricing and Plans

Start for free – 7 Days free trial, no credit card needed

2 MONTHS FREE when you select annual billing

*Maximum users including the base user as well

**Coming Soon!!!

*Customized package on request, Please Contact Us

All Prices includes GST @ 18%

Frequently Asked Questions

1. What is InsureCRM

InsureCRM is a powerful, easy-to-use CRM for insurance agents and agencies. It helps streamline lead management, automate client follow-ups, and manage policies efficiently.

2. Who can use InsureCRM?

InsureCRM is designed for individual insurance agents and insurance agencies. Whether you're running a solo practice or managing a growing team, it equips you with the tools to efficiently manage leads, nurture client relationships, and support policyholders. The platform also includes a secure client portal, allowing customers to easily access their policy details at any time.

3. Do I need technical experience to use InsureCRM?

No technical skills are required! InsureCRM is designed to be intuitive and user-friendly, with onboarding support to help you get started quickly.

4. Is my data safe and secure?

Yes. We use industry-standard encryption and secure cloud infrastructure to protect your data. Regular backups and privacy controls are in place.

5. Can I integrate InsureCRM with other tools?

Absolutely! InsureCRM integrates with Gmail, payment gateways like Razorpay, WhatsApp, QuickBooks, Slack, and many more. API access is available for custom integrations.

6. Do you offer customer support?

Yes, we offer email support and Zoom onboarding sessions. Raise a Ticket and get it addressed within a short period of time

7. How much does InsureCRM cost?

We offer flexible pricing based on agency size and needs. Visit our Pricing section or Contact Us us for a custom quote.

8. Can I try InsureCRM before committing?

Yes! Try InsureCRM free for 7 days — no credit card required. Explore features and see how they fit your workflow.

Smart Insurance CRM built exclusively for
Insurance Agents & Agencies