Turn every policy enquiry into a signed proposal
Health, motor, life and term enquiries from your website, ads and referrals land in one CRM. Prospects get a WhatsApp quote checklist, an email and a call from your advisor within minutes.
- Health, motor & life leads in one pipeline
- Auto WhatsApp quote + document checklist
- IVR call from an advisor in 2 minutes
Loved by growing businesses
Works with the tools your business already uses
Why insurance teams lose good leads
Speed wins deals. These are the gaps that quietly cost you customers every week.
Quotes sent too late
Prospects compare five agents online; the advisor who calls first with a clear quote usually closes the policy.
Renewals slip through
Renewal dates sit in insurer portals and Excel, so policies lapse and clients quietly move to another agent.
Endless document chasing
KYC, RC copies, medical reports and proposal forms go back and forth on personal WhatsApp with no audit trail.
Everything Insurance Agencies & Brokers needs to grow faster
Capture policy enquiries from your website and ads, send quote checklists on WhatsApp in seconds, auto-call prospects and never miss a renewal again.
Every enquiry, one pipeline
Website quote forms, Meta and Google lead ads, referral links and walk-ins flow into one CRM, split by product line.
Instant WhatsApp quote
Prospects get a product note, document checklist and quote request link on WhatsApp the second they enquire.
Auto IVR call-back
The prospect is connected to the right advisor by IVR two minutes after enquiring, with the call recorded for compliance.
Renewal reminders
WhatsApp, SMS and email reminders go out 45, 15 and 3 days before expiry with a premium payment link.
Secure document vault
Collect KYC, RC, medical and claim documents on a secure link and keep them attached to the client record.
POSP & sub-agent tracking
Give each POSP their own lead link, track the premium they bring and compute payouts per insurer automatically.
Every enquiry answered in under 60 seconds
The moment someone fills your form, the platform takes over: a WhatsApp message, an email and a phone call — automatically, day or night.
One platform instead of ten tools
CRM, WhatsApp, calling, marketing, billing and operations — connected, so every customer conversation lives in one place.
Pipelines, scoring, round-robin routing and follow-up reminders.
Official API + WhatsApp Web: campaigns, shared inbox, templates.
Multi-step forms, OTP, landing forms — every entry becomes a lead.
Auto call-backs, click-to-call, recordings and call analytics.
Transactional and promotional SMS with DLT templates.
Meta & Google lead ads land in the CRM in real time.
Human-like AI agents that call, qualify and book 24/7.
Drag-and-drop campaigns, drips, tracking and auto-replies.
No-code chatbots for WhatsApp, Instagram and your website.
WhatsApp, Instagram, Messenger and web chat in one team inbox.
Booking pages, reminders, round-robin and Google sync.
Launch a fast website with AI in minutes — no code.
Catalogue, cart, payments and WhatsApp ordering.
Fast billing counter with e-receipts on WhatsApp.
GST invoices, payment links, subscriptions and ledgers.
Beautiful proposals and quotations customers accept online.
Send, track and e-sign contracts with audit trails.
Attendance, leave, payroll and employee self-service.
Gantt, timesheets, budgets and client portals.
SLA-driven ticketing with CSAT and canned replies.
A public help centre and internal wiki in one.
Secure file storage with share links and folders.
Create and share documents without leaving the CRM.
Stock, batches, serials, transfers and pick-pack.
Courier integrations, tracking, COD and own fleet.
Requisitions, RFQs, purchase orders and GRN.
BOMs, work orders, job cards, MRP and QC.
Collect 5-star reviews automatically and reply with AI.
Customers see invoices, tickets and documents securely.
Every touchpoint, payment and conversation on one screen.
Smart business cards with NFC tap and lead capture.
Dashboards, scheduled reports and AI insights.
Write replies, posts, emails and summaries with AI.
Instant Google Meet links on bookings and leads.
Public sign-up pages, batches, payments and attendance.
Plans, renewals, member passes and check-ins.
Android & iOS apps for your whole team.
From first enquiry to loyal customer
Set it up once in an afternoon. The platform runs it every day after that.
Capture
Every health, motor and life enquiry is captured from website, ads and referrals with its source.
Engage
WhatsApp quote checklist, email and an IVR call from an advisor go out automatically.
Issue
Collect documents, compare insurer quotes and track the proposal until the policy is issued.
Renew
Automatic reminders with payment links keep renewals and cross-sell on schedule.
Businesses like yours grow with us
We used to lose renewals every month. Now reminders go out automatically and our retention is above 90%.
Prospects get a WhatsApp checklist before my advisor even dials. Health policy conversions doubled in two quarters.
Tracking 140 POSPs on spreadsheets was chaos. Now every lead, premium and payout is visible in one dashboard.
Simple plans that pay for themselves
Start free, upgrade when you grow. No setup fees, no hidden charges, cancel anytime.
Free trail
Get Free trail for 2 days
- System Updater
- Broadcasts
- Keyword Replies
- Auto Replies
- Send button message
- Chat Forms
- Send list messages
- Templates
- 100 MB storage
Business
Designed for growing businesses that need advanced control and scalability. Manage leads, automate workflows, and streamline customer communication with powerful CRM tools.
- System Updater
- Broadcasts
- Keyword Replies
- Auto Replies
- Send button message
- Chat Forms
- Send list messages
- Templates
- 100 MB storage
Premium.
Designed for growing businesses that need advanced control and scalability. Manage leads, automate workflows, and streamline customer communication with powerful CRM tools.
- System Updater
- Broadcasts
- Keyword Replies
- Auto Replies
- Send button message
- Chat Forms
- Send list messages
- Templates
- 100 MB storage
Questions, answered
Still unsure? Our team replies on WhatsApp within minutes.
Can it handle health, motor, life and general insurance separately?
Will prospects get a WhatsApp message automatically?
How does the automatic IVR call work?
How are renewal reminders sent?
Can POSPs and sub-agents use it?
Get a personalised demo for your agency
Tell us about your agency. You will get a WhatsApp and an email right away, and our insurance expert will call you within minutes.
- Instant WhatsApp replySeconds after you submit
- Confirmation emailWith everything you asked for
- A call from our expertIn about 2 minutes (business hours)
Tell us about your business
Takes 30 seconds. No spam — ever.
Ready to issue more policies, faster?
See how agencies and brokers convert more enquiries and keep renewals above 90% with automated follow-ups.
Schedule posts, reply to comments and DMs from one place.