Insuraa

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

Core Administration Growth 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

At a Glance

Headquarters: Surat, Gujarat, India
Employees: 11-50
Funding: Bootstrapped

Category & Focus

Category: Core Administration
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