Empowering Insurance Excellence.
A centralized workspace to manage policies, track agent performance, and grow your client base with data-driven insights.
The Complete Agency Solution
InsurePro CRM bridges the gap between field agents and office administration. We provide the tools necessary to maintain high-quality service standards and ensure no policy renewal goes unnoticed.
Secure KYC Storage
Aadhar and PAN details encrypted and stored safely.
Automated Alerts
Stay updated on campaign schedules and agent tasks.
Client Management
Maintain detailed profiles for every policyholder, including job history, income details, and marital status to offer better coverage.
Field Campaigns
Organize marketing events with precise map locations. Assign dedicated agents to specific regions and track their lead conversion.
Agent Insights
Admins can monitor agent activity, manage roles, and ensure that every team member is aligned with the agency's growth targets.
Are you ready for the new day?
Login with you secert credentials and start managing your portfolio professionally.