Insurance & Financial Advisor CRM

Name: HelloGrowthCRM — Meru Technosoft Pvt. Ltd.
Address: 902, 903, Shivalik Complex, Panchvati Cir, opp. Bank of Baroda nr, Panchavati Society, Ambawadi, Ahmedabad, Gujarat, 380006, IN
Telephone: +917069083968
Price range: ₹₹

Never miss a renewal. Never lose a client. Complete 2-page guide for LIC agents, IRDA advisors, and mutual fund distributors — policy portfolio management with full WhatsApp automation.

What's inside

Policy renewal reminders at 90 / 60 / 30 / 7 days
Full client portfolio view (all policies + SIPs)
Referral pipeline tracking & attribution
Commission tracking per policy
WhatsApp renewal reminders + payment links
Annual review scheduling automation
DPDPA compliant · India data residency
Rs. 899 / user / month — no per-client charge

Built for

LIC / Life Insurance · IRDA General Insurance · Mutual Fund Distributors · Wealth Management

Compliance

DPDPA §20 compliant · SOC 2 Type II · India data residency

Download PDF See Insurance CRM Book a Demo