Valay Buch
+919824004275
A-101, Orchid Exotica, Corporate Road, Makarba, Ahmedabad
Trusted by Insurance Agents Across India
Insurance Management Software
For a software demo, please call +91 8980204400
Insurance Policy Management Software - Agents CRM System | Best Client Policy Tracking Reminder Solutions | Independent Agency Administration Tracker | Life, Health, Vehicle Car Insurance Management Software | Top Data Broking Policy Management System | Cloud-Based Insurance Agents Management Software for Small Agencies & Brokers | Best Insurance Management Software India
✔ Automated Policy Reminders
✔ Faster Client Follow-ups
✔ One Dashboard for All Insurance
Trusted by 50+ Insurance Businesses to manage Insurance CRM, Policy, Loan & Investment Operations
50+ Businesses rely on Insuraa to manage their Insurance Management Software, CRM Policy Management, Loan & Investment operations seamlessly
About Insuraa
All-in-One Insurance, Investment, Loan & CRM Management Software
Insuraa is an advanced Insurance Management Software designed to simplify Insurance, Investment, Loan, and CRM Policy Management for agents and businesses. With smart automation and intuitive tools, Insuraa helps you manage policies, clients, renewals, commissions, loans, and investments efficiently from a single platform.
Developed and powered by Shopno Ecommerce Pvt Ltd, Insuraa is built to enhance productivity, compliance, and business growth for financial professionals across India.
Read MoreInsuraa Features
1. Insurance Management Software
Manage all your insurance operations efficiently using our Insurance Management Software.
- Dedicated agent and customer apps for seamless access.
- Securely store and manage customer policy details.
- Automatic WhatsApp reminders for policy renewals.
- Email notifications for important policy updates.
- Built-in commission tracking for insurance agents.
- Secure document storage for insurance policies.
- Detailed reports and analytics for business insights.
- Multi-agent management with role-based access control.
- Easy customer onboarding and policy lifecycle management.
- Cloud-based Insurance Management Software with 24/7 access.
- Integration support with third-party insurance providers.
2. Investment Management Software
Simplify portfolio tracking using our Investment Management Software.
- Separate apps for investment agents and customers.
- Track customer investments, returns, and performance.
- WhatsApp and email alerts for investment updates.
- Automated reminders for portfolio reviews and follow-ups.
- Commission management system for investment advisors.
- Secure storage for investment-related documents.
- Generate financial reports and performance insights.
- Role-based access for advisors and team members.
- Custom investment tracking dashboards.
- Cloud-based Investment Management Software with high security.
- Integration with financial tools for accurate tracking.
3. Loan Management Software
Manage loans efficiently with our advanced Loan Management Software.
- Dedicated apps for loan agents and customers.
- Secure management of customer loan details.
- Automated WhatsApp and email reminders for EMI payments.
- Commission tracking system for loan agents.
- Digital storage for loan agreements and documents.
- Generate loan status reports and repayment insights.
- Multi-agent loan management with role-based access.
- Easy loan application tracking and approval workflow.
- Cloud-based Loan Management Software with 24/7 access.
- Customer support integration for loan-related queries.
- Secure payment gateway integration for EMI collections.
How it Works
1. Install the App
2. Create Your Account
3. Manage & Grow Your Business
Use Insuraa’s Insurance CRM Software and Policy Management tools to track renewals,
commissions, investments, loans, and customer activities efficiently—anytime, anywhere.
Learn more
Powerful Insurance CRM & Lead Management Software
Manage leads, automate follow-ups, and build strong customer relationships using our Insurance CRM Software and CRM Policy Management tools.
Trusted By
500+
Read
More...
500+
Businesses & Financial Professionals Across India
All-in-One Mobile App
One App for Insurance, Investment & Loan Management Software
Insuraa offers a powerful all-in-one mobile app designed for Insurance Management Software, Investment Management Software, and Loan Management Software. Agents can provide their customers with a dedicated app to manage policies, investments, loans, renewals, and documents effortlessly from a single platform.
Customers enjoy complete transparency with real-time access to their insurance policies, investment portfolios, loan details, and payment status—ensuring better control, trust, and a seamless digital experience.
Built with advanced security protocols and data encryption, Insuraa ensures that sensitive financial information remains protected at all times. The platform is scalable, reliable, and optimized to support growing businesses without compromising performance.
Available on theApple Store
Android App OnGoogle Play
Frequently Asked Questions
Insuraa is a complete Insurance Management Software that helps agents and businesses manage policies, renewals, commissions, customers, and documents from a single dashboard.
CRM Policy Management in Insuraa allows you to manage leads, customers, policies, follow-ups, and renewals efficiently using an integrated Insurance CRM Software.
Yes, Insuraa Insurance Management Software provides automated WhatsApp and email reminders to ensure timely policy renewals without manual follow-ups.
Yes, Insuraa also works as an Investment Management Software to track portfolios, returns, commissions, and client investments securely.
Yes, Insuraa includes Loan Management Software features such as EMI tracking, loan applications, approvals, payments, and customer management.
Insurance agents, brokers, investment advisors, loan agents, and financial businesses can use Insuraa Insurance, Investment, and Loan Management Software.
Yes, Insuraa is a cloud-based Insurance Management Software that allows 24/7 access from web and mobile apps.
Yes, Insuraa offers Insurance CRM Software with lead tracking, follow-ups, customer history, and CRM Policy Management.
Yes, Insuraa supports multi-agent management with role-based access in Insurance, Investment, and Loan Management Software.
Yes, Insuraa follows strict security standards with encryption and secure cloud infrastructure to protect all CRM, policy, loan, and investment data.
Yes, Insuraa generates detailed reports for Insurance Management Software, Investment Management Software, Loan Management Software, and CRM Policy Management to help businesses make data-driven decisions.
Yes, Insuraa offers automated WhatsApp and email reminders for policy renewals, EMI payments, investment updates, and CRM Policy Management follow-ups.
Yes, Insuraa is designed for small, medium, and large businesses using Insurance Management Software, Loan Management Software, and CRM Policy Management.
Yes, customers get a dedicated mobile app to track insurance policies, investment portfolios, loan details, payments, and documents in one place.
Yes, Insuraa provides secure cloud-based document storage for insurance policies, investment records, loan documents, and CRM Policy Management data.
Yes, Insuraa allows commission tracking across Insurance Management Software, Investment Management Software, and Loan Management Software.
Yes, Insuraa provides onboarding assistance and ongoing support to help you use Insurance CRM Software and CRM Policy Management efficiently.
Yes, Insuraa is a scalable platform suitable for growing businesses using Insurance Management Software and Investment Management Software.
Yes, Insuraa serves customers across India with cloud-based Insurance Management Software, Loan Management Software, and CRM Policy Management solutions.
You can book a free demo of Insuraa to explore Insurance Management Software, Investment Management Software, Loan Management Software, and CRM Policy Management features in detail.
All-in-One Insurance, Investment & Loan
Management Software
Insuraa is a complete Insurance Management Software designed for agents, brokers, and financial businesses in India. Along with insurance, Insuraa also works as a powerful Investment Management Software, Loan Management Software, and advanced CRM Policy Management platform.
Using Insuraa, businesses can manage insurance policies, customer data, renewals, commissions, investment portfolios, loan applications, EMIs, and CRM follow-ups from a single dashboard. This unified approach helps eliminate manual work, reduce errors, and improve overall efficiency.
Whether you are an insurance agent, investment advisor, or loan consultant, Insuraa’s Insurance Management Software and CRM Policy Management system ensures smooth operations, better customer engagement, and faster business growth.
Smart Features for Insurance, Investment, Loan & CRM Policy Management
Insuraa provides feature-rich Insurance Management Software with built-in CRM Policy Management to handle leads, customers, policies, and renewals efficiently.
The same platform also works as an advanced Investment Management Software and Loan Management Software for complete financial operations.
Centralized Insurance Management Software for policies, renewals & commissions
Integrated CRM Policy Management for leads, follow-ups & communication
Investment Management Software to track portfolios & client investments
Loan Management Software for applications, EMIs, payments & approvals
WhatsApp & email automation across Insurance, Investment & Loan workflows
Secure document storage for insurance, investment & loan records
Who Can Use Insuraa Management Software?
Insuraa is built for professionals and businesses who want a reliable Insurance Management Software combined with Investment Management Software, Loan Management Software, and smart CRM Policy Management.
Insurance agents use Insuraa to manage policies, renewals, and commissions. Investment advisors rely on Insuraa’s Investment Management Software to track client portfolios and performance. Loan agents use the Loan Management Software to manage applications, EMIs, and payments.
With built-in CRM Policy Management, businesses can handle leads, customers, follow-ups, and communication effortlessly. This makes Insuraa an ideal choice for small, medium, and large financial businesses across India.
What Solutions You Can Get from Insuraa?
Insuraa is an all-in-one Insurance Management Software that also works as Investment Management Software, Loan Management Software, and advanced CRM Policy Management platform for Indian financial businesses.
Dashboard
Centralized dashboard to monitor insurance, investment & loan activities in real-time.
Manage Clients
Powerful CRM Policy Management to manage leads, clients, follow-ups & relationships.
Policy Management
Complete Insurance Management Software to manage all policy types efficiently.
Renewal & Alerts
Automated renewal, EMI & payment alerts using Loan & Investment Management Software.
Who Uses Insuraa Management Software?
Insuraa is trusted by professionals who need reliable Insurance Management Software with smart CRM Policy Management.
Policy Holders
Track insurance policies, renewals, payments and documents using Insurance Management Software with customer access.
Insurance Agents
Use Insurance CRM Software to manage clients, policies, commissions, renewals and daily operations.
Brokers & Agencies
All-in-one platform combining Insurance, Investment & Loan Management Software in one system.
Features of Insurance CRM Software
Client Information Centralization
CRM Policy Management stores client data, policies, loans and investments securely.
Efficient Client Onboarding
Insurance Management Software simplifies onboarding with digital documentation.
Policy Tracking
Track policy status, renewals and payments using Loan & Investment Management Software.
Software for Insurance Agents
Insuraa is a comprehensive Insurance Management Software designed specifically for insurance agents in India. It helps agents manage policies, customers, commissions, renewals and follow-ups using advanced CRM Policy Management.
Agents can also manage investment portfolios using Investment Management Software and loan applications through Loan Management Software — all from one dashboard.
Cloud-Based Insurance Management Software
Insuraa is a cloud-based Insurance Management Software that provides secure, scalable and anytime-anywhere access.
✔ Multi-Device Access
✔ Policy & EMI Tracking
✔ Customizable Reports
✔ Automated Workflows
✔ CRM Policy Management
✔ Secure Data Storage
Agency Management Software for Insurance Businesses
Insuraa provides top-level Agency Management Software with benefits like improved efficiency, enhanced accuracy, better customer satisfaction, scalability and security.
- ✔ Improved Efficiency & Automation
- ✔ Better Customer Communication
- ✔ Scalable Insurance Management Software
- ✔ Advanced CRM Policy Management
- ✔ Cost Savings & Real-Time Analytics
