Clients, policies, renewals, claims and commissions — organised, automated and always in sync. Plus AI tools on the way to do the busywork for you.
Works with the insurers your clients trust
Ten powerful modules that work together — click any to explore in detail.
Unified 360° profiles with policies, documents, claims and full interaction history.
Explore →Create, track and manage every policy across insurers with automated status updates.
Explore →Automated alerts over WhatsApp, email and push notifications (web/mobile) so no renewal ever slips through.
Explore →Guide every claim from intake to settlement with transparent, stage-by-stage tracking.
Explore →Real-time, accurate commissions per insurer and product — paid, pending and projected.
Explore →Capture leads from every channel and convert them with a visual sales pipeline.
Explore →Send one personalized push notification to your whole book — every client or every employee at once.
Explore →Raise, assign and resolve support tickets with priorities, agents and a full reply thread.
Explore →Dashboards and reports that turn your book of business into clear, actionable insight.
Explore →Tap a capability to see how InsureCRM handles it.
Keep every client engaged — fully automated, or with a personal WhatsApp touch.
Automated processes handle all reminders and follow-ups, reducing errors and saving time.
Set up once and run daily—ensure customers never miss important updates or due dates.
System-generated follow-ups are triggered by each policy's timeline, keeping communication timely and relevant.
Empowers agents to manage client communications efficiently while keeping operational costs low.
Combines automation with manual control, helping agents stay organized without losing flexibility.
Whether you're reminding a client about renewal, managing your team, or tracking a new lead — you'll have everything in one place, right from your mobile.
Lead & client notes, timestamped.
A self-serve portal in the app.
One message to teams & clients.
Roles, groups & assignment.
Your whole CRM, anywhere.
Every request tracked to close.
Everything an insurance agent or agency needs to grow — in one app.
Leads, clients & policies in one place.
Automated, on-time renewal reminders.
Close more deals with smart follow-ups.
Coordinate your whole team seamlessly.
Full access from the mobile app.
Secure client login & self-serve portal.
We're building intelligent tools that handle the repetitive work — so you can focus on advising and closing.
A 24/7 assistant that answers client questions, shares policy details and books renewals — and helps agents find anything instantly.
Learn more →Instant, accurate premium estimates across categories and insurers, with riders and taxes handled automatically.
Learn more →Autonomous agents for leads, clients, policies, claims and renewals that surface next-best actions and act on your approval.
Learn more →Create your account in minutes and add your agency, license and team.
Import in bulk or add one by one with smart auto-fill.
Renewals, claims and commissions stay organised automatically.
Use analytics and (soon) AI to find opportunities and scale.
Get it now on Play Store & App Store. Take control of your client's policies wherever you go!
Scan a QR with your phone camera, or grab it from your store:
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