Manage clients, track policies, automate renewals, and grow your insurance business — all in one intelligent AI-powered platform designed for Indian insurance agents, POSP advisors, and brokers.
One platform to replace your spreadsheets, sticky notes, and disconnected tools. Built specifically for insurance.
Ask anything — client details, policy status, upcoming renewals. Get instant, accurate answers powered by Qwen AI with real-time database access and IRDAI-compliant insights.
Track life, health, motor, home, and commercial policies from LIC, HDFC Life, Star Health, and more. Automatic renewal alerts so you never lose a client to a lapsed policy.
Full 360° client profiles with contact info, policy history, activity logs, documents, and support tickets — everything in one view.
Never drop a client request. Manage support cases with priority levels, team assignment, comments, and resolution tracking.
Real-time KPIs at a glance — monthly premium revenue, active policies, open tickets, upcoming renewals, and pending tasks.
JWT authentication, role-based access control (admin/agent), encrypted storage, and full activity audit trails.
Connect your InsureCRM to Telegram. View clients, check renewals, track tickets, manage tasks, and ask AI — all from your phone without opening a browser.
No lengthy onboarding or complex setup. Just request access and start managing your business smarter.
Fill out the short registration form with your business details. It takes less than 3 minutes.
Our team reviews your request and approves your account, usually within a few hours.
Receive your login credentials and immediately start managing clients, policies, and renewals.
Stop digging through spreadsheets. Just ask your AI assistant anything about your business and get a precise, data-backed answer in seconds.
Join brokers and agents who have transformed how they manage their insurance business.
"InsureCRM completely replaced my Excel sheets. The AI assistant saves me 2 hours every day — I just ask it questions instead of manually tracking renewals."
"The renewal tracking has saved so many clients for me. I used to lose business when policies lapsed unnoticed. Now I get alerts 30 days out without fail."
"Setting up took 10 minutes. By evening my entire client portfolio from 3 cities was organised. The dashboard shows me my business health at a glance every morning."
No app downloads. No browser needed. Just open Telegram and your entire InsureCRM is at your fingertips — clients, policies, renewals, tickets, and an AI assistant.
💡 How to connect: After your account is approved, message your InsureCRM Telegram bot and log in with your CRM email and password. Your full CRM is instantly on Telegram.
Start free and upgrade when you're ready. No hidden fees, no contracts.
All plans start with a free trial. No credit card required. Cancel anytime.
Fill out the form below and our team will review your request. You'll receive login credentials by email once approved.
Thank you for your interest in InsureCRM. Our team will review your application and you'll receive an email with your login credentials within 24 hours.
Check your inbox (and spam folder) for a confirmation email.