# InsureCRM

> CRM and agency management platform for insurance agents and agencies in India

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | APAC |
| Headquarters | Chennai, Tamil Nadu, India |
| Founded | 2019 |
| Stage | Startup |
| Employees | 11-50 |
| Funding | Bootstrapped |

## Overview

InsureCRM is an agency management CRM built for independent insurance agents and small-to-mid-sized agencies operating in India and South Asian markets. Developed by Fronseye Tech n Trade Private Limited, incorporated in July 2019, the platform covers the full insurance business cycle from lead acquisition through policy renewal and customer retention.

The system consolidates lead tracking, policy document storage, renewal calendars, and automated follow-ups into a single cloud-based application. Agents can reach customers via email, push notifications, and WhatsApp. The platform also surfaces cross-sell opportunities based on existing client policy data and includes native iOS and Android apps. AI-assisted features handle lead enrichment, OCR for document digitization, and a customer chatbot.

InsureCRM is bootstrapped and recognized as a DPIIT-approved startup by the Government of India and by StartupTN. Multi-language support across English, Hindi, and Tamil reflects adoption across Indian regional markets.

## Products & services

### InsureCRM Platform

Cloud-based CRM and agency management system for insurance agents and agencies. Centralizes leads, client data, policy documents, and renewal workflows in one interface.

**Key features:**

- Lead pipeline management with tracking and visualization
- Policy document storage with automated renewal and payment reminders
- Multi\-channel customer notifications via email, push, and WhatsApp
- Cross\-selling recommendations based on existing client policies
- Client self\-service portal for policy access
- Team task assignment and coordination

*Target users:* Independent insurance agents and small\-to\-mid\-sized agencies in India

### AI Tools

Add-on AI capabilities integrated into the platform to reduce manual data entry and automate routine interactions.

**Key features:**

- Automated lead capture and enrichment
- OCR conversion of policy document images to structured data
- Speech\-to\-text transcription for customer calls
- AI chatbot for customer service and FAQ handling

*Target users:* Agents looking to reduce manual data entry and automate customer interactions

### BulkZapp

WhatsApp bulk messaging module for broadcast outreach to client lists, with scheduling and data extraction capabilities.

**Key features:**

- Bulk WhatsApp message delivery to customer lists
- Message scheduling and list management
- Data extraction for campaign targeting

*Target users:* Agents and agencies running renewal campaigns and mass customer outreach via WhatsApp

## Category & focus

- Subcategories: Agency Management, CRM, Lead Management
- Insurance verticals: Life & Annuity, P&C Personal, P&C Commercial
- Target customers: Agents/Agencies, Brokers

## Links

- Website: <https://insurecrm.in>
- Directory profile: <https://insurtechlist.com/companies/insurecrm/>
- Sign up: <https://app.insurecrm.in/sign-up>
- Google play: <https://play.google.com/store/apps/details?id=com.fronseye.insurecrm>

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*Last updated: 2026\-07\-14*