Insurance CRM Software in Pune for Agents & Agencies
Track leads, quotes, policies, renewals and claims from a single dashboard built for the way insurance agents and agencies sell. Reduce missed renewals, shorten follow-up times and make every policy relationship visible.
- Lead capture and pipeline management
- Policy, premium and renewal tracking
- Automated renewal reminders to clients
- Claims status and follow-up workflows
- Commission and team performance reports
Stop chasing renewals. Let the system do it for you
The biggest premium leakage for most agencies is nothing fancy — it's renewals expiring because a follow-up sat in someone's inbox. Our Insurance CRM automates those reminders so no policy lapses silently.
Lead & Opportunity Tracking
Capture enquiries from calls, forms and referrals, assign them to agents, and move each quote through a clear pipeline to closing.
Renewals & Commission Reports
Automatic renewal schedules, premium due alerts and detailed commission statements that keep your agency profitable and accountable.
Claims & Client Support
Log claims, track status at every step and keep a full history per client so your team always picks up where the last person left off.
From first touch to renewal, every step in view
Whether you're a solo agent, a growing agency or a brokerage with a team, the CRM scales around your structure — with permission controls, a mobile-friendly view, and reporting your management actually reads.
- Individual and multi-user agency modes
- Email, SMS and WhatsApp follow-up reminders
- Client mobile app and self-service portal
- Data import from spreadsheets or legacy tools
- IRDA-focused reporting formats