InsureCRM
CRM and agency management platform for insurance agents and agencies in India
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
At a Glance
- Founded
- 2019
- Headquarters
- Chennai, Tamil Nadu, India
- Employees
- 11-50
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agency Management CRM Lead Management
- Insurance Verticals
- Life & Annuity P&C Personal P&C Commercial
- Target Customers
- Agents/Agencies, Brokers
Links
Similar Companies
-
InsuraindiaCloud-based CRM and policy management platform for insurance agents and agencies in India -
AAcerPro DijitalDigital insurance platforms for carriers, banks, and brokers in Turkey
-
blau direktCloud-based broker management software for independent insurance intermediaries in DACH -
AATUM Technologies and SolutionsInsurance digital transformation software for carriers, brokers, and intermediaries
-
MMoIn GroupAI-powered broker consolidation platform for the German insurance distribution market
-
vlotLife insurance and pension advisory platform for financial institutions
Last updated: 2026-07-14