ApnaIT

Insurance CRM software for independent agents in India

Distribution & Sales Startup Bootstrapped

Overview

ApnaIT is an agency management software provider for independent insurance agents in India. Its core product, Smart Agent, is a cloud-based CRM platform that supports agents working across motor, health, life, and general insurance lines. Founded in 2015 by Shri Ram Legha in Nokha, Rajasthan, the company targets agents in underserved and rural regions where Hindi language support and mobile access matter.

Smart Agent consolidates client management, policy tracking, renewal automation, vehicle verification, and commission reporting into a single web-based dashboard. Renewal reminders are sent via WhatsApp at configurable intervals, and a free Android app provides mobile access. Vehicle registration and challan (tax) checks are available on a pay-as-you-go basis per lookup. The subscription model includes an agent-branded website and multiple employee accounts.

The platform reports a user base of 2,500 to 10,000 or more insurance agents across India, with strong adoption in Rajasthan. Pricing is annual and denominated in Indian rupees, with tiers ranging from a 150-policy entry plan to a 3,000-policy enterprise plan. The company operates without external investment.

Products & Services

Smart Agent

A cloud-based insurance CRM for independent agents in India. The platform provides a unified workspace for client and policy management, renewal reminders, commission tracking, and business reporting.

Key Features

Policy tracking with auto-expiry alerts across motor, health, life, and general insurance
WhatsApp-based renewal reminder automation at 30-, 15-, and 7-day intervals
Vehicle RC/Challan verification at INR 5 per check (pay-as-you-go)
Commission tracking with insurer-level reporting and accounting
Customer portal allowing policyholders to access their own policies
Free Android mobile app with real-time sync
Sub-agent and employee account management

Target Users: Independent insurance agents and small agencies in India

At a Glance

Founded: 2015
Headquarters: Nokha, Rajasthan, India
Employees: 11-50
Funding: Bootstrapped

Category & Focus

Category: Distribution & Sales
Subcategories: Agency Management System CRM
Insurance Verticals: Life & Annuity P&C Personal P&C Commercial Health
Target Customers: Agents/Agencies

Customers

Agents using the platform report increased renewal tracking and reduced administrative workload
Users include agents managing 450 to 780 or more policies across multiple insurance categories

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Last updated: 2026-07-09