Manage policy renewals, loan pipelines, and investment follow-ups with full compliance tracking.
Insurance agents, wealth managers, mortgage brokers, and NBFC loan officers handle large client books with complex product cycles. CRM features help teams track renewals, automate policy anniversary follow-ups, and maintain IRDAI/SEBI-compliant communication records.
Insurance renewals, SIP top-ups, and loan EMI reminders require timed, consistent outreach. Sequences ensure no renewal date is missed — even across a client book of 2,000+ policies.
Store each client's policy details, nominee information, premium amounts, and renewal dates as custom fields. The full communication history — every WhatsApp, call, and email — is available in one record.
Create dynamic lists like 'Policies expiring in 30 days' or 'Clients with 3+ products — eligible for health top-up' — and trigger targeted campaigns automatically.
Know when a client opens your renewal quote. Calling immediately after they've reviewed the document converts far better than calling on a fixed schedule.
Collect e-signatures on proposal forms, KYC documents, and mandate forms without the client visiting the branch. Particularly valuable for NRI clients and multi-city portfolios.
Track renewal rate, lapse rate, and cross-sell conversion per agent and product line. Identify which agents are consistently under-renewing before it becomes a business problem.
Compare GWP (Gross Written Premium) or AUM per agent side-by-side. Run fair incentive programs with tamper-proof activity data.