Mobile App — InsureCRM

A look inside

See the app screen by screen

Built for the calls, visits and follow-ups that happen away from your desk.

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InsureCRM3

Search

Policies

ActiveArchived

Ananya SharmaActive

POL-2024-8891

Life Insurance

₹18,500Annual premium

12 Mar 2027

Rahul MehtaActive

POL-2024-7743

Health Insurance

₹2,400Monthly premium

28 Sep 2026

Priya NairActive

POL-2024-6620

Motor Insurance

₹9,750Annual premium

05 Jan 2027

Vikram DesaiActive

POL-2024-5518

Term Life

₹31,000Annual premium

19 Apr 2027

Sneha KulkarniActive

POL-2024-4407

Home Insurance

₹7,200Annual premium

22 Feb 2027

Imran QureshiActive

POL-2024-3396

Motor Insurance

₹5,600Monthly premium

30 Nov 2026

HomeLeadsClientsInsuranceSettings

📋 POLICIES

Every policy in your pocket

Any client's cover, premium or document — found in seconds, from their sofa.

✓Search every insurer

✓Premium & cover dates

✓Open the PDF instantly

✓Add a policy on the go

Full-text searchPDF viewerShare instantly

❝Answer on the spot — not "let me check and call you back".

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Renewal Policies

Ramsey

Motor Insurance

Due in 10 days

31 Aug 2026

₹100000Quarterly premium

Send reminder

Aman Sheth

Motor Insurance

Due in 11 days

01 Sept 2026

₹48500Annual premium

Send reminder

Leela

Motor Insurance

Due in 11 days

01 Sept 2026

₹250000Quarterly premium

Send reminder

Kavya Menon

Home Insurance

Due in 12 days

02 Sep 2026

₹4200Annual premium

Send reminder

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Renewal Reminder

Respected Aman Sheth, please find your policy details below:

Policy Number~~SO_000134~~

Policy Name~~Private Car Package~~

Policy Provider~~Agriculture Insurance Co. of India Ltd~~

Policy Type~~Motor Insurance~~

Sum Insured~~₹4,50,000~~

Policy Term1

Premium Term1

Payment Mode~~Annual~~

Premium~~₹48,500~~

Start Date~~02/09/2025~~

End Date~~01/09/2026~~

Renewal Date~~01/09/2026~~

HazelnutInsurance Agent004445566767hazelnut@putsbox.com

🔄 RENEWALS

Never lose a renewal again

Alerts land on your phone, sorted by urgency. Tap, call, done.

✓Overdue shown first

✓One tap to the client

✓WhatsApp, email or push

✓Clear them between meetings

Push alertsWhatsApp remindersOverdue first

❝A lapsed policy is lost commission — and usually a lost client.

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InsureCRM

Hello,Johns~~FNS Company~~

2Active

1Due Soon

0Expired

1 policy due soonRenew before they lapse to stay protected.

Renew

PoliciesRenewalDue SoonCall AgentWhatsAppTicket

Policy Insights

2policies

Motor1

Health1

HomePoliciesRenewalSettings

🔐 SECURE CLIENT LOGIN

Give clients their own login

They see their policies, documents and renewal dates — and stop calling to ask.

✓Their policies & documents

✓Raise tickets themselves

✓Always up to date

✓You control the access

Self-serve portalPer-client accessFewer calls

❝Solo agent, enterprise polish.

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InsureCRM3

Search

Deals

Priya Raman

••••• •5225

Sales Pipeline

Select

Karan Malhotra

••••• •3520

--

Rajiv Nair

••••• •8669

Existing pipeline

Done

Ashmitha Rao

••••• •4332

Sales Pipeline

Select

Lalitha Krishnan

••••• •3442

Sales Pipeline

Select

Farhan Sheikh

••••• •1187

Sales Pipeline

Select

Meera Iyer

••••• •6654

Existing pipeline

Done

HomeLeadsClientsInsuranceSettings

🎯 LEADS

Capture the lead on the spot

Name, number, interest — on the pipeline before you reach the car.

✓Twenty seconds to add

✓Set the next follow-up

✓Move stages by phone

✓Snap a card or document

20-second capturePipeline stagesFollow-up reminders

❝A lead written on paper is a lead already lost.

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Add Broadcast Message

Broadcast Message Details

Use variables in the title or message to insert the recipient's name and company — tap to copy: ##NAME## ##COMPANY_NAME##

Title*

Hi ##NAME##!

Select to send notification*

AllEmployeeClients

Message*

BIU

Welcome to ##COMPANY_NAME##!

Thank you for choosing us for your Health Insurance needs.

As a first-time policyholder, you’re eligible for exclusive offers designed just for you.

Reply to this message or call your agent to claim them before 30 September.

CancelSend broadcast

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Preview Broadcast Message

Title

Hi Sharan Kumar!

Message

We FNS Company introduce some new offers related to Health insurance policies.

As a first-time policyholder, you’re eligible for exclusive offers designed just for you.

Health InsurancePrepare the umbrella before it rains

Cashless treatment at 8,000+ hospitals

Cover from ₹3 lakh to ₹1 crore

Ages 18 to 65 are eligible to apply

No medical test up to age 45

Premiums from ₹499 a month

Divya RaoTrusted Health Insurance Agent

+91 98765 43210insurecrm.in

Video

InsureCRM — Smart CRM built for agentsFronsEye

Watch on YouTube

Files

XLSXrenewal-list-aug.xlsx

📣 BROADCAST PUSH

Your whole book, one push

Compose once. Every client or agent gets it — personalised with their own name.

✓All clients or all staff

✓Personalised per recipient

✓Images, files, video link

✓Every send logged

One sendPersonalisedAttachments

❝Campaign reach, without the campaign tool.

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Notifications

All7Unread5

New lead received.Faiz Joshi · Motor Insuranceabout a month ago

Client: Policy Renewal ReminderFollow-up for policy number 2340-11874 months ago

Client Follow-Up Reminder AcknowledgedPolicy renewal reminder sent to Meera Iyer (Pol…4 months ago

Client: Follow Up ReminderFollow-up for policy number HLT-023-21235 months ago

Client Follow-Up Reminder AcknowledgedPolicy renewal reminder sent to Arjun Rao (Poli…5 months ago

Client: Policy Renewal ReminderFollow-up for policy number MTR-118-90425 months ago

Client Follow-Up Reminder AcknowledgedPolicy renewal reminder sent to Kavya Menon (P…6 months ago

Lead: Follow Up Reminder Meeting reminder: Let’s connect to discuss l… 2 hours ago

New lead received. Faiz Joshi 2 hours ago

Policy Renewal Reminder Meeting reminder: Let’s connect to discuss … about an hour ago

Policy Renewal Reminder Follow-up for policy number 2340-1187 1 hour ago

Follow-up reminder sent Meera Iyer · policy 2340-1187 31 minutes ago

🔔 NOTIFICATIONS

Nothing slips past you

Renewals, new leads and follow-ups land in one queue — unread first, each opening the record behind it.

✓Unread shown first

✓Tap straight to the record

✓Renewals, leads and follow-ups

✓Clear the lot in one tap

One queueUnread firstMark all read

❝The alert you miss is the renewal you lose.

Also in the app

Commissions, tickets and settings too

The rest of your day-to-day, on the same phone.

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Commission Report

Select date range

₹65.1KPaid this period

₹81.83LPending payout

AgentAdmin

J

JothikaPolicy · HLT-023-2123-TR

Paid

Payout₹7,150

Rate6.00%

Paid amount₹7,150

Paid on06-08-2026

SK

Sharan KumaravelPolicy · 788

Pen

Payout₹12,400

Rate5.50%

Paid amount₹0

Booked on28-07-2026

NR

Nithya RamanPolicy · MTR-118-9042

Paid

Payout₹3,900

Rate4.25%

Paid amount₹3,900

Paid on21-07-2026

💰 Commissions

Paid, pending and projected earnings at a glance — down to the individual policy that produced them.

Paid vs pendingPer policyMonth on month

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Ticket #29

OpenLow22-08-2025 12:44 PM

Keith RowanKR

Policy copy still shows my old address.22 Aug, 12:44 PM

DRDivya Rao

Endorsement raised with the insurer.Endorsement_2025.pdf22 Aug, 12:53 PM

Keith RowanKR

Attaching the address proof.Address_proof.jpg22 Aug, 01:04 PM

DRDivya Rao

Received — revised copy within 24 hrs.22 Aug, 01:05 PM

DRDivya Rao

Revised policy copy attached.22 Aug, 04:20 PM

Keith RowanKR

Perfect — thanks for the quick turnaround.22 Aug, 04:26 PM

CancelReply

🎫 Support Tickets

Raise, assign and reply to a ticket from the client's doorstep — no laptop, no waiting until you are back.

Raise & assignThreaded repliesPriority flags

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InsureCRM3

Settings

Sharan Kuma…Admin · InsureCRM

Edit

Workspace

CompanyName, logo, address, currency

LeadPipelines, stages, sources, categories, tags

ClientCategories & sub-categories

InsuranceProviders, plans, custom fields

EmployeeDepartments, designations

Business

TaxGST & tax rates

Refer an AgentReferral program

Ads

Preferences

Language

English

Support

Refund Policy

Privacy Policy

About

v1.1.18

HomeLeadsClientsInsuranceSettings

⚙️ Settings

Pipelines, providers, categories and tax — the whole workspace is configurable from the phone, not just readable on it.

Company & brandingPipelines & stagesRoles & access

📎

Attach a document Policy INS-2291 · Rahul Menon

Syncing

📷

Take a photo Or pick from your gallery

🖼️

kyc-address-proof.jpg 2.4 MB · policy INS-2291

62%

📄

policy-schedule.pdf418 KB · filed to the policy

✓ Attached

✍️

signed-proposal.pdf1.1 MB · filed to the policy

✓ Attached

🔄 Filed against the record — your team sees it on the web the moment it finishes uploading.

Paperwork on the spot

Photograph it once, and it is filed

Collect a signed form at the client's table or an ID copy on a doorstep visit, and attach it straight to the client or policy from your camera — while you are still standing there. No scanning back at the office, no emailing files to yourself, no folder of loose photos to sort out on Monday.

✓ Capture from the camera or pick from the gallery

✓ Files land on the right client or policy, named and dated

✓ Visible to the team on the web the moment they upload

What agents attach

Signed proposalsKYC copiesID proofsRenewal noticesPolicy schedules

🔐

What this agent can see Priya S. · field agent

Web-managed

AgentTeam leadAdmin

👥Own clients & policiesAllowed

💰Own commission statementAllowed

🎫Tickets on own clientsAllowed

📊Whole-agency reportsHidden

🗂Other agents' bookHidden

🔒 Set once on the web — enforced on every phone, the moment you save it.

Safe on every device

Each agent sees only their own book

The app follows the same roles and permissions you configure on the web, so handing a phone login to a new agent never exposes the wider agency. Change a role once and every device follows immediately — and the day someone leaves, their access goes with them.

✓ Identical role rules on mobile and web

✓ Permissions update everywhere at once

✓ Revoke access the moment someone leaves

Roles you can shape

AgentTeam leadAdminTele-callerClient login

🔔

Notifications 4 new · today

Live

🔄

3 renewals due this weekSharma · Iyer · Fernandes

now

🎫

Ticket TKT-1043 has a new replyBack office responded

2h

🎯

New lead assigned to youMeera K. · health cover

5h

📣

Agency broadcast: revised motor ratesFrom head office

1d

👆 Tap any alert to open the client, policy or lead behind it.

Alerts that reach you

The reminder finds you, wherever you are

Renewals falling due, a ticket that got a reply, a lead just assigned, a notice from head office — they arrive as push notifications on your phone, not as an email you will get to tonight. Every alert opens straight into the record behind it, so acting on one takes a tap rather than a search.

✓ Renewal and follow-up reminders as they fall due

✓ Ticket replies and status changes the moment they happen

✓ Agency broadcasts that reach every agent at once

What lands on your phone

Renewal dueFollow-up dueNew leadTicket replyAgency broadcast

🔄

Activity on INS-2291 One record · two screens

In sync

📱

Premium updated to ₹18,400MobilePriya · 11:02

💻

Renewal notice emailed to clientWebBack office · 11:03

📱

Signed proposal attachedMobilePriya · 11:20

💻

Commission entry postedWebAccounts · 11:21

🗄️ No exports, no duplicates — the phone and the browser are the same record.

One database

The phone and the browser hold the same record

Whatever you change in the field is already there when the office opens that client on the web — and whatever the office does is on your phone before you reach the car. Mobile and web run on one database, so there is no overnight export, no second copy drifting out of date and nothing to reconcile at month end.

✓ Field edits show on the web straight away

✓ The office and the field never work from different copies

✓ Nothing to import, export or merge

Stays in step

ClientsPoliciesLeadsCommissionsDocuments

What's included

Everything the app gives you

📊

Live dashboard

Renewals due, open tickets and pipeline value the second you open the app.

👥

Client 360 on mobile

Every client's policies, documents, tickets and history in one scrollable profile.

🔔

Push notifications

Renewal alerts, follow-up reminders and agency broadcasts straight to your phone.

🎯

Add leads anywhere

Capture a lead in seconds and move it through the pipeline from the field.

📎

Camera uploads

Photograph a policy document or KYC paper and attach it to the record on the spot.

🔄

Always in sync

Mobile and web share one database — no exports, no duplicates, nothing to reconcile.

Web App only Claims tracking is handled in the web app — see Claims Tracking.

Get the app

Download it in under a minute

Scan a QR with your phone camera, or grab it straight from your store.

2k+

Downloads

4.5★

Rating

9k+

Policies tracked

3k+

Active Users

Free with every InsureCRM plan. Sign in with the same account you use on the web and your whole book is already there — nothing to import, nothing to set up.

Download on theApp Store GET IT ONGoogle Play

🤖 For Android