# Insuraa

> Cloud\-based insurance and financial services management software for agents, brokers, and advisors in India

## At a glance

| Field | Value |
| --- | --- |
| Category | Core Administration |
| Type | Solutions Provider |
| Region | APAC |
| Headquarters | Surat, Gujarat, India |
| Stage | Growth |
| Employees | 11-50 |
| Funding | Bootstrapped |

## Overview

Insuraa is a cloud-based agency management and CRM platform for insurance agents, brokers, investment advisors, and loan consultants in India. Developed by Shopno Ecommerce Pvt Ltd and based in Surat, Gujarat, the platform consolidates policy management, client relationship management, loan tracking, and investment portfolio management into a single dashboard for financial professionals.

The platform delivers its software as a SaaS product with mobile applications for both agents and customers, RESTful API integrations with insurers and payment gateways, and a white-label portal model that allows agencies to operate under their own branded subdomain. Core capabilities include multi-policy tracking across life, health, motor, and general insurance, automated renewal reminders via WhatsApp, commission calculation, document storage, and role-based access control for multi-agent teams.

Insuraa reports 500+ businesses and financial professionals on its platform across India. The company operates on a bootstrapped basis with no disclosed external funding.

## Products & services

### Insurance Management Software

Core platform for policy tracking and renewal automation across multiple insurance lines including life, health, motor, and general insurance. Enables agents and brokers to manage client policies, track renewal dates, and automate reminders.

**Key features:**

- Multi\-policy management across life, health, motor, and general insurance
- Automated WhatsApp renewal reminders
- Commission tracking and calculation
- Secure document storage with access control

*Target users:* Insurance agents, brokers, and agencies

### Investment Management Software

Portfolio tracking module for investment advisors managing client portfolios across multiple investment products.

**Key features:**

- Client investment portfolio tracking
- Returns and performance monitoring
- Performance report generation
- Commission management across investment products

*Target users:* Investment advisors and financial professionals

### Loan Management Software

Module for loan agents and financial professionals to manage loan applications, EMI tracking, and repayment schedules.

**Key features:**

- Loan application management
- EMI and repayment tracking
- Payment gateway integration
- Customer loan portfolio management

*Target users:* Loan agents and financial consultants

### CRM & Policy Management

Integrated CRM module for lead tracking, follow-up automation, and multi-agent team management with role-based access control.

**Key features:**

- Lead tracking and follow\-up automation
- Multi\-agent management with role\-based access
- Integrated reporting across insurance, investment, and loan products
- Customer relationship management

*Target users:* Insurance agencies and financial advisory firms

### Mobile Applications

Dedicated mobile apps for agents and customers providing real-time access to policies, renewals, commissions, and client portfolios.

**Key features:**

- Real\-time policy and renewal access
- Commission visibility for agents
- Customer policy portal \(Secure Grow app\)
- iOS and Android availability

*Target users:* Insurance agents and their end customers

## Category & focus

- Subcategories: Agency Management System, CRM, Commission Management, Policy Tracking
- Insurance verticals: Life & Annuity, P&C Personal, P&C Commercial, Health
- Target customers: Agents/Agencies, Brokers

## Notable customers

- Insurance agents and brokers across India
- Investment advisors managing client portfolios
- Loan consultants and financial professionals

## Links

- Website: <https://insuraa.in>
- Directory profile: <https://insurtechlist.com/companies/insuraa/>
- Features: <https://insuraa.in/features>

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*Last updated: 2026\-06\-25*