Purpose-Built Features for Indian Insurance Advisors
Every tool an independent insurance agent or agency needs to manage customers, prevent policy lapse, and track follow-ups on Android.
Customer 360° Management
Organize client contact numbers, family members, PAN, address, and interaction history in one searchable card.
Replace messy paper notebooks and lost spreadsheets. Customer 360 brings together all family policies, nomination details, WhatsApp contact links, and pending service requests into one unified mobile profile.
Multi-Insurer Policy Tracking
Track Life (LIC), Health, Motor, and General policies in one unified ledger with sum assured and terms.
Indian agents often sell policies across multiple life and general insurers. Agent Policy CRM tracks LIC, Star Health, HDFC Life, Care, New India, and more without forcing you to remember multiple portal logins for daily client lookups.
Premium & Renewal Alerts
Never let a client policy lapse. View upcoming dues by Today, This Month, or Grace Period with 1-tap WhatsApp reminders.
Lapsed policies cost insurance advisors significant renewal commission. Our renewal tracker highlights upcoming installment dates, calculates overdue days, and prepares customized WhatsApp reminder templates with policy number and due amount.
Daily Follow-up Action Plan
Open the app every morning and know exactly who to call, meet, and collect premium from today.
Top advisors succeed through disciplined follow-ups. The Daily Action Plan surfaces missed calls, today appointments, and prospective client enquiries in order of financial urgency, complete with voice-to-text call note recording.
1-Device Hardware Trust
Each agent account is strictly bound to one trusted phone at a time to prevent unauthorized access to client records.
Client insurance data is highly confidential. Agent Policy CRM enforces hardware-level device authorization. If a login is attempted on an unknown phone, access is blocked immediately until verified and approved by operations.
Bilingual English & Hindi
Designed specifically for advisors in Tier-2, Tier-3, and Tier-4 towns across India. Toggle instantly with one tap.
Complex English enterprise software often fails in non-metro branches. Agent Policy CRM provides native Hindi and clear English interfaces, using relatable terms that match everyday Indian insurance practices.
How It Solves Real Ground-Level Problems
Most generic CRMs force complex web portals, expensive USD pricing, and heavy data entry. We built a fast phone companion.
Zero Risk of Lost Paper Registers
Physical diaries get misplaced, wet, or worn out. Your policy records, client birthdays, and renewal due amounts stay safe in one place.
True Multi-Company Portability
Track LIC, private life insurers, standalone health companies, and motor policies together under a single household client.
1-Tap Vernacular WhatsApp Dispatch
Generate pre-formatted reminder and birthday greetings with client name and premium due amount in seconds.
Ready to Organize Your Insurance Business?
Affordable monthly & yearly plans. Join independent advisors across India using Agent Policy CRM.