CRMs for policy sales, renewals, and compliance
Important factors when choosing a CRM for Insurance India
Track policies across multiple insurers
Never miss a renewal opportunity
Calculate and track agent commissions
Meet regulatory requirements
Compare features, pricing, and ratings
4.2
Best for: Education and healthcare in India
Custom
4.3
Best for: Value-conscious businesses
$14/user/mo
4.4
Best for: High-velocity sales teams
Free
Key criteria for evaluating these CRMs
1
Import existing policy database
2
Set up renewal reminders
3
Configure commission calculations
4
Create compliance reports
5
Train agents on new system
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AI voice and chatbot handle policy inquiries, generate quotes, and remind for renewals.
AI explains policy options
Automated renewal reminders
Quote generation chatbot
WhatsApp policy updates
Our AI products work with all major CRMs. Try free today.