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2 MONTHS FREE on annual
Individual
All Features in Free Plan
โ‚น199/month โ‚น1999/year
GST @ 18% included ยท cancel anytime
  • โœ“ Max Employees: 1*
  • โœ“ Max Clients: 1000
  • โœ“ Leads
  • โœ“ Insurance
  • โœ“ Shareable renewal reminder posters for clients
  • โœ“ Cross-selling suggestions for more policy sales
  • โœ“ Instant Excel export of all policy data
  • โœ“ Import Excel to create Leads,Clients & Policies - Web only feature
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Individual Pro
All Features in Individual Plan
โ‚น299/month โ‚น2999/year
GST @ 18% included ยท cancel anytime
  • โœ“ Max Employees: 1*
  • โœ“ Max Clients: 1500
  • โœ“ Leads
  • โœ“ Insurance
  • โœ“ Automated Followups for agents through WhatsApp notifications
  • โœ“ Automated WhatsApp notifications (up to 500 messages)
  • โœ“ Convert Policy image to editable form data
  • โœ“ Add Leads, Clients, Policy and Notes data by Speech
Get Started
Individual Pro+
All Features in Individual Pro & Agency with Limited Employee
โ‚น399/month โ‚น3999/year
GST @ 18% included ยท cancel anytime
  • โœ“ Max Employees: 1*
  • โœ“ Max Clients: 3000
  • โœ“ Tickets
  • โœ“ Leads
  • โœ“ Insurance
  • โœ“ Automated WhatsApp notifications (up to 1000 messages)
  • โœ“ Send latest info to your clients through broadcast mobile push notifications
  • โœ“ Client can login to view policies & renewals
  • โœ“ Automated follow-ups for clients
  • โœ“ Clients can switch between agents & agencies
  • โœ“ Secure policy document upload by agents and accessible by clients
Get Started
Agency
Everything you need to run your book of business.
โ‚น499/month โ‚น4999/year
GST @ 18% included ยท cancel anytime
  • โœ“ Max Employees: 5*
  • โœ“ Max Clients: 3000
  • โœ“ Tickets
  • โœ“ Leads
  • โœ“ Insurance
  • โœ“ Automated WhatsApp notifications (up to 1000 messages)
  • โœ“ Send latest info to your teams & clients through broadcast mobile push notifications
  • โœ“ Client can login to view policies & renewals
  • โœ“ Automated follow-ups for clients
  • โœ“ Clients can switch between agents & agencies
  • โœ“ Secure policy document upload by agents and accessible by clients
Get Started
* Max users including the base user ๐Ÿงพ All prices include GST @ 18% Need something custom? Contact us for a tailored package.

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Plan Options Individualโ‚น199/Month Individual Proโ‚น299/Month Individual Pro+โ‚น399/Month Agencyโ‚น499/Month
Core
Leadsโœ“โœ“โœ“โœ“
Lead Formsโœ“โœ“โœ“โœ“
Pipelineโœ“โœ“โœ“โœ“
Ticketsโœ“โœ“โœ“โœ“
Clientsโœ“โœ“โœ“โœ“
Insurance (Policies)โœ“โœ“โœ“โœ“
Cross-sellingโœ“โœ“โœ“โœ“
Shareable Renewal Reminderโœ“โœ“โœ“โœ“
Client Loginโ€“โ€“โœ“โœ“
Client Switchโ€“โ€“โœ“โœ“
Policy Uploadโ€“โ€“โœ“โœ“
User & App Access
Max Users *1115
Max Clients1,0001,5003,0003,000
Web & Mobile Appโœ“โœ“โœ“โœ“
Notifications
Push notificationsโœ“โœ“โœ“โœ“
Automated follow-ups (clients)โ€“โ€“โœ“โœ“
Automated follow-ups (agents)โ€“โœ“โœ“โœ“
Broadcast to Clientsโ€“โ€“โœ“โœ“
Broadcast to Teamsโ€“โ€“โ€“โœ“
WhatsApp
User-triggered WhatsAppโœ“โœ“โœ“โœ“
โ€“
AI & Smart Tools
Lead Capture Instantlyโ€“โœ“โœ“โœ“
Image to Text (OCR)โ€“โœ“โœ“โœ“
Speech-to-Textโ€“โœ“โœ“โœ“
AI Chat Botโ€“โ€“SoonSoon
Premium Calculatorโ€“โ€“SoonSoon
AI Agentsโ€“โ€“SoonSoon
Import / Export (Web only)
Import Excel Policyโœ“โœ“โœ“โœ“
Import Excel Leads / Clientsโœ“โœ“โœ“โœ“
Export Excel & PDF Policyโœ“โœ“โœ“โœ“
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