Agent CRM 2.0 is now live

The operating system for growing businesses.

Automate your customer follow-ups, capture leads natively inside WhatsApp, and scale your business without hiring more staff.

No credit card required

Meta
WhatsApp API
Life Insurance
General Insurance
Meta
WhatsApp API
Motor Insurance
Health Insurance
Meta
WhatsApp API
Life Insurance
General Insurance

Everything you need.
Nothing you don't.

A perfectly crafted suite of tools designed exclusively for high-performing insurance agents.

Native WhatsApp Flows

Stop sending your clients to external landing pages. Build multi-screen forms, collect data, and book appointments directly inside the WhatsApp interface. Resulting in 3x higher conversion rates.

Centralized Lead Inbox

Automatically sync and manage leads generated from Facebook Ads, Instagram Ads, Custom Landing Pages, and WhatsApp Flows all in one unified inbox.

Zero-Touch Reminders

Connect your Life, General, and Motor Insurance data once. Our system automatically sends personalized premium due, maturity, and birthday wishes via WhatsApp.

Safe Broadcasting

Send promotional campaigns to thousands of leads simultaneously with built-in opt-out handling and Meta compliance.

24/7 Automation Bots

Deploy intelligent chatbots that instantly reply to customer inquiries, qualify leads, and route complex questions to your agents.

Dynamic Landing Pages

Launch ultra-fast, high-converting custom landing pages in minutes to seamlessly capture traffic from your ad campaigns.

Agency Intelligence Dashboard

A crystal clear view of your entire portfolio. Track your monthly premium collection, analyze which plans are selling best, and manage your sub-agent commission payouts effortlessly.

See it in action

Watch a quick walkthrough of the CRM and WhatsApp integration.

Simple, transparent pricing

Monthly Yearly Save 20%

For Businesses

Perfect for agencies, retail, and e-commerce.

₹799 /mo
  • WhatsApp Shared Inbox
  • 24/7 Automation Bots
  • Dynamic Landing Pages
  • Bulk Broadcasting (No Limits)
  • Custom WhatsApp Flows
  • API & Webhook Access
Start 5-Day Free Trial
Specialized

For Insurance Agents

Built specifically for policy management & renewals.

₹999 /mo
  • Everything in Business Plan
  • Automated Policy Renewals
  • All Type of Insurance Data Import
  • Zero-Touch Birthday/Maturity Wishes
  • Sub-agent Commission Tracking
  • Insurance Analytics Dashboard
Start 5-Day Free Trial

Frequently Asked Questions

Do I need Meta API approval?
Yes, you will need an active WhatsApp Business API account connected to Meta. Our platform provides a seamless 1-click integration to link your existing account.
Can I import my existing Life and General Insurance policy data?
Absolutely. The Growth tier includes specialized tools to mass-import your Life, General, and Motor Insurance data so you don't have to enter anything manually.
Who can use this software?
Any business can use this! While we offer specialized tools for Insurance Agents (like policy tracking), our core WhatsApp marketing engine is perfect for local businesses, marketing agencies, real estate, and retail stores looking to automate lead generation and bulk broadcasting.