Insurance CRM Software Built for Indian Insurance Agents
Explore the Android CRM roadmap. Customer workflows are under validation; policy, renewal and follow-up modules are not available yet.
Design Preview
Sample data • Planned modules
LIC Jeevan Labh • Grace Period End
Star Health Floater Proposal Review
UI illustration only • Not a live account
Target Audience
Built for India’s Frontline Insurance Force
Whether you are an independent life advisor or manage a motor & health portfolio, Agent Policy CRM adapts to your daily routine.
Life Insurance Advisors
Track PPT, policy terms, maturity dates, and multi-year renewals.
Health Insurance Agents
Floater limits, waiting periods, TPA details, and cashless claims.
Motor Insurance Agents
Vehicle RC, IDV values, NCB percentages, and annual renewal alerts.
General Insurance Agents
Shop, fire, transit, and commercial policy renewals in one ledger.
Independent Advisors
Advisors selling across multiple life, health, and general insurers.
Small Agency Teams
Sub-agents, referral partners, and commission slips tracking.
Why Paper Diaries & Spreadsheets Fail Insurance Agents
Independent advisors lose thousands of rupees every year simply because information is scattered across different notebooks.
Lost Renewal Commissions
When a policy passes the grace period without a reminder, the client lapses and your recurring renewal income stops.
Scattered Client Records
Mobile numbers in phone contacts, policy numbers in old diaries, and KYC in WhatsApp media folders.
Multiple Insurer Portals
Remembering 5 different portal passwords just to look up a basic policy maturity date during a client visit.
Forgotten Follow-up Promises
Promising to call a prospective client on Tuesday, but forgetting until the client buys from another agent.
The Solution
Built Specifically for the Way Indian Agents Work
Every screen is simplified for quick mobile lookups, WhatsApp interaction, and single-device security.
Customer 360° Management
Organize client contact numbers, family members, PAN, address, and interaction history in one searchable card.
- Multiple phone numbers with 1-tap WhatsApp chat
- Family grouping under primary household head
- Search instantly by name, city, phone or PAN
- KYC document attachment in document vault
Multi-Insurer Policy Tracking
Track Life (LIC), Health, Motor, and General policies in one unified ledger with sum assured and terms.
- Life, Health, Motor (Vehicle RC/IDV) and General policies
- Sum assured, premium mode (Monthly, Quarterly, Half-Yearly, Yearly)
- Policy term, premium paying term (PPT) and maturity dates
- Status tracking: In-force, Grace Period, Lapsed, Matured
Premium & Renewal Alerts
Never let a client policy lapse. View upcoming dues by Today, This Month, or Grace Period with 1-tap WhatsApp reminders.
- Categorized dues: Due Today, This Week, This Month, and Overdue
- Grace period countdown prevents accidental lapses
- Pre-formatted WhatsApp reminder generator with client name
- Record payment with date and UPI/cheque reference note
Daily Follow-up Action Plan
Open the app every morning and know exactly who to call, meet, and collect premium from today.
- Red urgent highlight for missed appointments
- Voice-to-text quick note dictation after client calls
- 1-tap call dialing directly from the action plan
- Reschedule or mark completed with audit history
1-Device Hardware Trust
Each agent account is strictly bound to one trusted phone at a time to prevent unauthorized access to client records.
- Strict 1-device binding per active advisor account
- 10-minute inactivity auto-lock protects open screens
- Admin-assisted device transfer with single-use authorization code
- No SMS OTP vulnerabilities or DLT delivery failures
Bilingual English & Hindi
Designed specifically for advisors in Tier-2, Tier-3, and Tier-4 towns across India. Toggle instantly with one tap.
- Instant toggle button on the header of every screen
- Plain-language insurance terms (ग्राहक, पॉलिसी, देय प्रीमियम)
- Indian currency formatting with Rupee symbol (₹)
- Intuitive icons that make navigation second nature
User Journey
How It Works in 6 Clear Steps
Simple, transparent onboarding with verified device activation and direct WhatsApp support.
Request Access
Enter your 10-digit mobile number and preferred plan on the Welcome Screen or Website.
WhatsApp Onboarding Desk
A pre-filled message connects you directly with our advisor desk (+91 6203321252).
Receive Activation Code
After subscription verification, an authorized single-use code (e.g. ACT-941820) is issued.
1-Device Hardware Binding
Enter the code and set your private password. Your account is bound to your phone.
Import or Add Customers
Quickly migrate from spreadsheets using our forgiving import tool, or add new policyholders.
Daily Follow-up & Renewal Alerts
Open the app every morning to see due renewals, voice notes, and 1-tap WhatsApp reminders.
Transparent Pricing
One Simple Individual Plan, Two Billing Options
Early Access enquiries only. Customer workflows are under validation; policy, reminder, ledger and export modules are not available yet.
Monthly Plan
Monthly FlexibilityEnquire about monthly Early Access. Availability and tested workflows will be confirmed before onboarding.
- Customer 360° Profiles (Under Validation)
- Multi-Insurer Policies (Planned)
- Renewal Reminder Tools (Planned)
- Daily Action Plan & Voice Notes (Planned)
- 1-Device Hardware Security Guard
Yearly Plan
Save ₹589Enquire about yearly Early Access. This does not unlock unfinished modules.
- Same Early Access scope as Monthly Plan
- Annual Early Access: ₹2,999
- Commission & Referral Ledgers (Planned)
- Family & Nominee Tracking (Planned)
- Excel Export & Migration: Planned
- Priority WhatsApp Advisor Support Desk
Get Agent Policy CRM on Your Android Phone
The native Android application is currently in its private early access cohort. Join our priority advisors by requesting access via WhatsApp.
Google Play
Listing Coming Soon
Requires Android 8.0 or newer • Bound to 1 trusted device • Fictional APK downloads are never distributed publicly
Common Questions
Frequently Asked Questions
Everything you need to know about plans, device security, and multi-insurer support.
Ready to Replace Paper Diaries with Agent Policy CRM?
Join insurance advisors who never miss a renewal installment. Choose your plan and request onboarding access today.