Everything Insurance
Agents Need inOne Platform

The smartest way to manage clients, policies & renewals - all in one place.

Book a Demo
Mobile Dashboard

The features that make Insura different

These features are designed to help insurance agents and grow their business more efficiently.

Renewal tracking dashboard

Smart Renewal Management

Get reminders for upcoming renewals and track due, grace, and expired policies easily.

WhatsApp communication panel

WhatsApp Communication

Send renewal reminders and updates directly on WhatsApp for faster client response.

Client management system

Client & Policy Management

Manage all clients, families, and their policies in one simple dashboard.

Analytics dashboard

Reports & Insights

View simple reports on renewals, income, and performance to grow your business.

Managing Multiple Policies
Should Be Simple.

Stop juggling spreadsheets. Insura puts renewals, clients, and families in one dashboard - built for agents.

Blue Folder

Without Insura

Chasing renewals daily

Checking files again and again to track which policies are due.

Client data in many places

Details are spread across files, making it hard to find quickly.

Missed follow-ups

Busy days lead to missed reminders and lost opportunities.

No visibility on renewals due

You never know which policies are expiring until it's too late.

With Insura

Renewals managed automatically

Get timely reminders for all upcoming and pending renewals.

All clients in one place

Access client and policy details instantly from one dashboard.

Smart daily reminders

Know exactly who to follow up with, every single day.

Complete renewal visibility

See every upcoming, due, and expired policy at a glance.

How it works

Six simple steps

From setup to insights — all in one place for your insurance business.

Add Agencies

01

Add Agencies

Set up your agencies in minutes by creating new entries or importing your existing data via Excel. Preserve your current hierarchy, structure, and relationships while moving everything into one centralized, organized system.

Add & Manage Clients

02

Add & Manage Clients

Create detailed client profiles and manage all their policies from a single dashboard. Keep personal details, policy history, and relationships organized so you never lose track or rely on manual records.

Add Policy Details

03

Add Policy Details

Capture complete policy information including plans, premiums, terms, and key dates. Keep everything structured and instantly accessible, making updates, tracking, and client servicing seamless.

Track Policy Status

04

Track Policy Status

Stay on top of every policy with real-time status tracking—active, upcoming, due, or expired. Get a clear overview so you can take timely action without missing important deadlines.

Get Renewal Updates

05

Get Renewal Updates

Receive smart reminders before renewal dates so you can follow up with clients at the right time. Avoid missed opportunities and improve retention with consistent, timely communication.

Track Your Insights

06

Track Your Insights

Analyze your business performance with clear insights into renewals, client activity, and overall growth. Make better decisions with data that shows exactly where you stand and where to improve.

You're all set

WHAT ADVISORS EXPERIENCE AFTER SWITCHING TO INSURA

15 MIN

To get fully set up

Import your existing data and be ready to work - no training or IT support needed.

ZERO

Renewals missed

Automated reminders ensure no policy ever slips through the cracks again.

ONE

Dashboard for all agencies

Manage every agency, client, and policy from one unified place - with complete visibility.

100%

Client data, always ready

Every policy, family detail, and history - accessible in seconds, not minutes.

Pricing for Insura

Smart pricing for smarter insurance professionals

InsuraStart

Ideal for individual agents

₹7,499

₹5,999/year

20% OFF

Web dashboard
Policy status tracking
WhatsApp reminders (3,000/year)
POPULAR

InsuraPro

Perfect for growing agencies

₹9,999

₹6,999/year

30% OFF

Everything in InsuraStart
Mobile apps (agent + client)
WhatsApp reminders (6,000/year)

InsuraMax

Best for scaling agencies

₹14,999

₹9,999/year

30% OFF

Everything in InsuraPro
Employee login
WhatsApp reminders (10,000/year)

The Wall of Trust

See what our clients have to say about us

Rahul Patel

Ahmedabad

Insura થી હવે મારા બધા ક્લાયન્ટ, પોલિસી અને રિન્યુઅલ એક જ ડેશબોર્ડ પર મેનેજ થાય છે. અલગ અલગ એજન્સીનું કામ પણ હવે સરળ થઈ ગયું છે 👍

Neha Shah

Surat

पहले अलग-अलग कंपनियों की पॉलिसी संभालना बहुत मुश्किल था, लेकिन अब सब कुछ एक ही जगह आसानी से मैनेज हो जाता है 🙌

Chirag Bhatt

Rajkot

Managing clients, policies, and renewals is now simple. Everything is organized in one place, which makes daily work easier.

Amit Joshi

Vadodara

રિન્યુઅલ પહેલા ચૂકી જતો હતો, પરંતુ હવે યાદ અપાવવાની સુવિધા હોવાથી કોઈ પણ પોલિસી ચૂકી જતી નથી 🙏

Ayesha Khan

Hyderabad

अब मैं कई एजेंसियों का काम बिना किसी उलझन के संभाल सकती हूँ। सभी क्लाइंट और पॉलिसी की जानकारी एक जगह मिल जाती है।

Karan Singh

Delhi

This system has simplified my daily operations. All client and policy details are easy to access and manage.

Jay Vora

Surat

હવે ઘણા એજન્સીનું મેનેજમેન્ટ એક સાથે કરવું સરળ બની ગયું છે. બધું એક જગ્યાએ હોવાથી સમય પણ બચે છે 👍

Anjali Mehta

Mumbai

अब मुझे अलग-अलग फाइल रखने की जरूरत नहीं पड़ती। सभी जानकारी एक ही जगह व्यवस्थित मिल जाती है 💯

Sandeep Sharma

Jaipur

Handling multiple clients daily has become much easier. Everything stays structured and easy to manage.

Nikhil Agarwal

Kolkata

It provides complete control over clients, policies, and renewals. Manual work has reduced significantly.

Vikram Patel

Ahmedabad

ફોલોઅપ હવે ચૂકી જતા નથી. યાદ અપાવવાની સુવિધા ખૂબ ઉપયોગી છે 🙌

Lakshmi Verma

Lucknow

अब हर क्लाइंट की पॉलिसी और रिन्यूअल की स्थिति साफ़ दिखाई देती है। काम बहुत व्यवस्थित हो गया है ❤️

Harsh Desai

Mumbai

Managing multiple insurance companies used to be difficult. Now everything is structured in one system.

Priya Nair

Bangalore

क्लाइंट सर्विस और पॉलिसी ट्रैकिंग अब बहुत आसान हो गई है। रोज़ का काम बिना परेशानी के पूरा हो जाता है।

Rohit Gupta

Delhi

Earlier everything was managed in spreadsheets, but now the entire workflow is handled in one place.

Mehul Shah

Ahmedabad

ક્લાયન્ટ મેનેજમેન્ટ, પોલિસી ટ્રેકિંગ અને રિન્યુઅલ હવે સંપૂર્ણ રીતે સરળ બની ગયા છે 👌

Krupa Mehta

Rajkot

હવે હું એક જ જગ્યાએ બધા ક્લાયન્ટ અને પોલિસી સરળતાથી સંભાળી શકું છું. રોજનું કામ ખૂબ સરળ બની ગયું છે ✨

Rakesh Yadav

Indore

अब पूरा काम व्यवस्थित हो गया है। कई एजेंसियों का काम एक साथ संभालना आसान हो गया है 👍

Rahul Patel

Ahmedabad

Insura થી હવે મારા બધા ક્લાયન્ટ, પોલિસી અને રિન્યુઅલ એક જ ડેશબોર્ડ પર મેનેજ થાય છે. અલગ અલગ એજન્સીનું કામ પણ હવે સરળ થઈ ગયું છે 👍

Neha Shah

Surat

पहले अलग-अलग कंपनियों की पॉलिसी संभालना बहुत मुश्किल था, लेकिन अब सब कुछ एक ही जगह आसानी से मैनेज हो जाता है 🙌

Chirag Bhatt

Rajkot

Managing clients, policies, and renewals is now simple. Everything is organized in one place, which makes daily work easier.

Amit Joshi

Vadodara

રિન્યુઅલ પહેલા ચૂકી જતો હતો, પરંતુ હવે યાદ અપાવવાની સુવિધા હોવાથી કોઈ પણ પોલિસી ચૂકી જતી નથી 🙏

Ayesha Khan

Hyderabad

अब मैं कई एजेंसियों का काम बिना किसी उलझन के संभाल सकती हूँ। सभी क्लाइंट और पॉलिसी की जानकारी एक जगह मिल जाती है।

Karan Singh

Delhi

This system has simplified my daily operations. All client and policy details are easy to access and manage.

Jay Vora

Surat

હવે ઘણા એજન્સીનું મેનેજમેન્ટ એક સાથે કરવું સરળ બની ગયું છે. બધું એક જગ્યાએ હોવાથી સમય પણ બચે છે 👍

Anjali Mehta

Mumbai

अब मुझे अलग-अलग फाइल रखने की जरूरत नहीं पड़ती। सभी जानकारी एक ही जगह व्यवस्थित मिल जाती है 💯

Sandeep Sharma

Jaipur

Handling multiple clients daily has become much easier. Everything stays structured and easy to manage.

Nikhil Agarwal

Kolkata

It provides complete control over clients, policies, and renewals. Manual work has reduced significantly.

Vikram Patel

Ahmedabad

ફોલોઅપ હવે ચૂકી જતા નથી. યાદ અપાવવાની સુવિધા ખૂબ ઉપયોગી છે 🙌

Lakshmi Verma

Lucknow

अब हर क्लाइंट की पॉलिसी और रिन्यूअल की स्थिति साफ़ दिखाई देती है। काम बहुत व्यवस्थित हो गया है ❤️

Harsh Desai

Mumbai

Managing multiple insurance companies used to be difficult. Now everything is structured in one system.

Priya Nair

Bangalore

क्लाइंट सर्विस और पॉलिसी ट्रैकिंग अब बहुत आसान हो गई है। रोज़ का काम बिना परेशानी के पूरा हो जाता है।

Rohit Gupta

Delhi

Earlier everything was managed in spreadsheets, but now the entire workflow is handled in one place.

Mehul Shah

Ahmedabad

ક્લાયન્ટ મેનેજમેન્ટ, પોલિસી ટ્રેકિંગ અને રિન્યુઅલ હવે સંપૂર્ણ રીતે સરળ બની ગયા છે 👌

Krupa Mehta

Rajkot

હવે હું એક જ જગ્યાએ બધા ક્લાયન્ટ અને પોલિસી સરળતાથી સંભાળી શકું છું. રોજનું કામ ખૂબ સરળ બની ગયું છે ✨

Rakesh Yadav

Indore

अब पूरा काम व्यवस्थित हो गया है। कई एजेंसियों का काम एक साथ संभालना आसान हो गया है 👍

Rahul Patel

Ahmedabad

Insura થી હવે મારા બધા ક્લાયન્ટ, પોલિસી અને રિન્યુઅલ એક જ ડેશબોર્ડ પર મેનેજ થાય છે. અલગ અલગ એજન્સીનું કામ પણ હવે સરળ થઈ ગયું છે 👍

Neha Shah

Surat

पहले अलग-अलग कंपनियों की पॉलिसी संभालना बहुत मुश्किल था, लेकिन अब सब कुछ एक ही जगह आसानी से मैनेज हो जाता है 🙌

Chirag Bhatt

Rajkot

Managing clients, policies, and renewals is now simple. Everything is organized in one place, which makes daily work easier.

Amit Joshi

Vadodara

રિન્યુઅલ પહેલા ચૂકી જતો હતો, પરંતુ હવે યાદ અપાવવાની સુવિધા હોવાથી કોઈ પણ પોલિસી ચૂકી જતી નથી 🙏

Ayesha Khan

Hyderabad

अब मैं कई एजेंसियों का काम बिना किसी उलझन के संभाल सकती हूँ। सभी क्लाइंट और पॉलिसी की जानकारी एक जगह मिल जाती है।

Karan Singh

Delhi

This system has simplified my daily operations. All client and policy details are easy to access and manage.

Jay Vora

Surat

હવે ઘણા એજન્સીનું મેનેજમેન્ટ એક સાથે કરવું સરળ બની ગયું છે. બધું એક જગ્યાએ હોવાથી સમય પણ બચે છે 👍

Anjali Mehta

Mumbai

अब मुझे अलग-अलग फाइल रखने की जरूरत नहीं पड़ती। सभी जानकारी एक ही जगह व्यवस्थित मिल जाती है 💯

Sandeep Sharma

Jaipur

Handling multiple clients daily has become much easier. Everything stays structured and easy to manage.

Nikhil Agarwal

Kolkata

It provides complete control over clients, policies, and renewals. Manual work has reduced significantly.

Vikram Patel

Ahmedabad

ફોલોઅપ હવે ચૂકી જતા નથી. યાદ અપાવવાની સુવિધા ખૂબ ઉપયોગી છે 🙌

Lakshmi Verma

Lucknow

अब हर क्लाइंट की पॉलिसी और रिन्यूअल की स्थिति साफ़ दिखाई देती है। काम बहुत व्यवस्थित हो गया है ❤️

Harsh Desai

Mumbai

Managing multiple insurance companies used to be difficult. Now everything is structured in one system.

Priya Nair

Bangalore

क्लाइंट सर्विस और पॉलिसी ट्रैकिंग अब बहुत आसान हो गई है। रोज़ का काम बिना परेशानी के पूरा हो जाता है।

Rohit Gupta

Delhi

Earlier everything was managed in spreadsheets, but now the entire workflow is handled in one place.

Mehul Shah

Ahmedabad

ક્લાયન્ટ મેનેજમેન્ટ, પોલિસી ટ્રેકિંગ અને રિન્યુઅલ હવે સંપૂર્ણ રીતે સરળ બની ગયા છે 👌

Krupa Mehta

Rajkot

હવે હું એક જ જગ્યાએ બધા ક્લાયન્ટ અને પોલિસી સરળતાથી સંભાળી શકું છું. રોજનું કામ ખૂબ સરળ બની ગયું છે ✨

Rakesh Yadav

Indore

अब पूरा काम व्यवस्थित हो गया है। कई एजेंसियों का काम एक साथ संभालना आसान हो गया है 👍

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FAQs

Yes. Insura is more than a website builder. It acts as a complete insurance CRM platform—helping you manage clients, track policies, automate renewals, and streamline your entire business workflow in one place.

Insura helps you manage clients, track policy statuses (live, renewal, expired), automate reminders, generate reports, and monitor performance through a powerful dashboard—acting as your daily business operating system.

No. Insura replaces multiple tools by combining CRM, policy tracking, reminders, reporting, and analytics into a single platform—reducing both cost and operational complexity.

Insura is built for both. Whether you're a new agent or running a multi-agent agency, Insura scales with your business and supports hierarchy, team management, and multi-agency operations.

Yes. Insura lets you add and manage multiple agencies — LIC, private insurers, health, motor — all from a single dashboard. No switching, no confusion.

Absolutely. Insura provides a centralized client and family management system, allowing you to store, track, and access all customer interactions, policies, and history in one place.

If you're still doing this manually
Then we should talk.

Insura simplifies your entire workflow —
from client tracking to renewals — in one clean system.

Talk With Us