InsureBook
Insurance agency management software for independent agents and brokers in India
Overview
InsureBook is an insurance agency management platform for independent agents, brokers, and sub-agents in India. The platform serves professionals handling life, health, motor, and general insurance lines, providing tools to organize client data and manage policy workflows in a centralized cloud environment.
The platform delivers a policy management system combined with a CRM, commission tracking, and an AI-powered document scanner. The AI scanner extracts policy details from PDFs and images in under 30 seconds, replacing manual data entry. The software is delivered as a web-based SaaS with companion iOS and Android mobile applications.
InsureBook is bootstrapped and in early-stage operation, founded in 2023 and serving the independent insurance agency market across India with a small team.
Products & Services
AI Policy Scanner
An automated document processing tool that extracts policy data from PDFs and images using AI. The system reads insurance policy documents and populates InsureBook with the extracted details automatically.
Key Features
- Processes documents in under 30 seconds
- Supports PDF and image input formats
- Eliminates manual data entry for policy information
Target Users: Insurance agents and brokers managing large policy volumes
Policy Management System
Core platform module for tracking life, health, motor, and general insurance policies in a centralized database.
Key Features
- Multi-line support (life, health, motor, general insurance)
- Centralized policy database with cloud access
- SMS and email renewal and payment reminder notifications
- Bulk data import via CSV and Excel
Target Users: Independent insurance agents and brokers in India
Insurance CRM
Client relationship management module enabling agents to manage customer records, communication history, and policy associations.
Key Features
- Centralized client database
- Customer interaction and communication history tracking
- Policy-client relationship management
Target Users: Independent agents and brokerages managing client books
Commission Management
Sub-agent commission tracking and reporting module for agencies with hierarchical agent structures.
Key Features
- Automated commission calculation
- Sub-agent earnings tracking and reporting
- Commission distribution management
Target Users: Agency owners and managers overseeing sub-agent networks
Customizable Dashboard
Role-based reporting and analytics dashboard with configurable views for different user types.
Key Features
- Role-based access control
- Reporting and analytics
- Customizable layout
Target Users: Agency principals and team managers
At a Glance
- Founded
- 2023
- Headquarters
- Rajkot, Gujarat, India
- Employees
- 1-10
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agency Management Policy Management Insurance CRM
- Insurance Verticals
- Life & Annuity Health P&C Personal
- Target Customers
- Agents/Agencies
Links
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Last updated: 2026-06-25