Insurance Agent Management Software

Insuraa is a powerful Insurance Management Software designed for insurance agents, brokers, and financial service providers across India. It helps manage insurance policies, CRM, renewals, commissions, loans, and investments from a single cloud-based platform.

Our Insurance CRM & Policy Management System enables agents to track clients, automate policy renewal reminders, manage follow-ups, and securely store documents. With built-in WhatsApp and Email automation, Insuraa ensures timely communication and improved customer retention.

Insuraa also works as an advanced Investment Management Software and Loan Management Software, allowing agents to manage client investments, loan applications, EMIs, and payment tracking efficiently. The system offers a single dashboard for complete insurance, investment, and loan operations.

Designed for small agencies, brokers, and growing insurance businesses, Insuraa is scalable, secure, and accessible 24/7 from web and mobile apps.

• Insurance CRM & Client Management
• Policy Management & Renewal Reminder Software
• Automated WhatsApp & Email Notifications
• Commission Tracking for Insurance Agents
• Investment Portfolio Management
• Loan Application & EMI Management
• Secure Document Storage
• Multi-Agent & Role-Based Access
• Cloud-Based Insurance Management Software
• Web & Mobile App Support (Android & iOS)

✔ Insurance Agents
✔ Insurance Brokers
✔ Financial Advisors
✔ Investment Consultants
✔ Loan Agents
✔ Small & Medium Insurance Agencies

Cloud-Based / Web-Based / Mobile App

All Over India

Book a Free Demo Today and simplify your Insurance, Loan & Investment operations with Insuraa.