50+ Businesses Rely on Insuraa to manage their insurance operations seamlessly

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4.9 Stars
100+ Reviews
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About Insuraa

The Ultimate Software for Insurance, Investment, Loan, and CRM

Insuraa is a powerful platform designed to streamline Insurance, Investment, Loan, and CRM management. With advanced automation and smart tools, we help agents and businesses manage policies, clients, and renewals effortlessly.

Developed and powered by Shopno Ecommerce Pvt Ltd, Insuraa is built to drive efficiency and growth for financial professionals across India.

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Choose Your Plan

Basic
₹4,999
  • 100 Customers Add
  • Manage Customers
  • Customers Documents
  • Public Profile
  • Email Support
  • Basic Analytics
  • Data Export
  • Secure Cloud Storage
  • Basic Dashboard
  • Regular Updates
Buy Plan
Business
₹9,999
  • All Basic Features
  • 1000 Customers Add
  • Customers Leads
  • Promote by Insuraa
  • Advanced Analytics
  • Team Collaboration
  • CRM Integration
  • Priority Support
  • Marketing Tools
  • Automated Follow-ups
Buy Plan
Advanced
Customize
  • All Business Features
  • Customized Software
  • Customized App
  • AI-Powered Insights
  • Multi-User Access
  • Dedicated Account Manager
  • Custom API Integration
  • Personalized Reports
  • Custom Branding
  • Advanced Security Features
Buy Plan

Insuraa Features

1. Manage Insurance

Manage all your insurance policies in one place.
Agent and customer apps for easy access.
Store and manage customer policy details securely.
Automatic WhatsApp reminders for policy renewals.
Email notifications for important updates.
Commission tracking for agents.
Secure document storage for insurance policies.
Generate reports and analytics for better insights.
Multi-agent management with role-based access.
Easy customer onboarding and policy updates.
Cloud-based platform for 24/7 access.
Integration with third-party insurance providers.

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2. Manage Investment

Simplify investment portfolio management.
Separate apps for agents and customers.
Track customer investments and returns.
WhatsApp and email alerts for investment updates.
Automated reminders for portfolio review.
Commission management system for agents.
Secure storage of investment-related documents.
Generate financial reports and performance insights.
Role-based access for investment advisors.
Custom investment tracking dashboard.
Cloud-based storage with data security.
Integration with financial tools for accurate tracking.

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3. Manage Loan

Keep all loan-related data organized and accessible.
Dedicated apps for agents and customers.
Manage and store customer loan details securely.
Automated WhatsApp and email reminders for EMI payments.
Commission tracking system for loan agents.
Digital storage of loan agreements and documents.
Generate loan status reports and repayment insights.
Multi-agent management for better operations.
Easy loan application tracking and approvals.
Cloud-based loan management with 24/7 access.
Customer support integration for loan-related queries.
Secure payment gateway integration for EMI payments.

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How it Works Border

1. Install the App

Setup your account and tell us a bit about your employment and salary so we can tell you how much of your wage you can access today

2. Create account

Setup your account and tell us a bit about your employment and salary so we can tell you how much of your wage you can access today

3. Enjoy the features!

Setup your account and tell us a bit about your employment and salary so we can tell you how much of your wage you can access today Learn more Arrow

Powerful CRM & Lead Management

Track leads, automate follow-ups, and manage client relationships effortlessly.

Trusted By
500+

Businesses & Professionals

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Top Insurance Companies in India

Explore the best insurance providers offering Life, Health, and General Insurance plans tailored to your needs.

  • All
  • Life Insurance
  • General Insurance
  • Health Insurance

Life Insurance Corporation of India

HDFC Life Insurance

ICICI Prudential Life Insurance

SBI Life Insurance

Max Life Insurance

Bajaj Allianz Life Insurance

Kotak Mahindra Life Insurance

Aditya Birla Sun Life Insurance

PNB MetLife Insurance

Tata AIA Life Insurance

Canara HSBC Life Insurance

Edelweiss Tokio Life Insurance

Future Generali Life Insurance

Aviva Life Insurance

Bharti AXA Life Insurance

The New India Assurance

United India Insurance

Oriental Insurance Company

National Insurance Company

Bajaj Allianz General Insurance

ICICI Lombard General Insurance

HDFC ERGO General Insurance

Tata AIG General Insurance

Reliance General Insurance

Future Generali India Insurance

SBI General Insurance

Bharti AXA General Insurance

Universal Sompo General Insurance

Kotak Mahindra General Insurance

IFFCO Tokio General Insurance

Star Health and Allied Insurance

HDFC ERGO Health Insurance

Niva Bupa Health Insurance

Care Health Insurance

ManipalCigna Health Insurance

All-in-one mobile app

One App for Insurance, Investment & Loan Management

With Insuraa, every agent can provide their customers with a dedicated app to manage their financial journey effortlessly. Customers can track their insurance policies, investments, and loans—all in one place. This ensures transparency, better management, and a hassle-free experience.


Available on theApple Store

Android App OnGoogle Play

Frequently Asked Questions

Follow these simple steps to get started with Insuraa. You can manage your policies, track claims, and communicate with your team seamlessly through our platform.

Insuraa simplifies the claims process by allowing you to track the status of claims in real-time, making it easier for you and your team to stay informed and take action when needed.

Yes! Insuraa allows you to set up automated renewal reminders and processes, ensuring you never miss an important date and can renew policies without hassle.

Insuraa uses top-notch encryption methods and security measures to protect your data, ensuring that your sensitive information remains safe at all times.

Our support team is always ready to help! You can reach us through our in-app messaging, email support@insuraa.in, or by calling our customer service number for immediate assistance.