"I used to spend 3 hours every week manually tracking renewals. Insurance Desk does it automatically now. My clients love the WhatsApp reminders!"
RK
Rajesh Kumar
LIC Agent, Surat
The #1
Insurance CRM
for Indian Agents
The insurance agent software India trusts. Replace spreadsheets and paper diaries with smart policy tracking, automated renewal alerts, and commission management — from anywhere, in your language.
No credit card required. Setup takes 60 seconds.
Stop missing renewals
Start growing commissions
200+
Agents
Across India
Across India
₹50+ Cr
Total Premiums
Managed
Managed
10k+
Renewal Alerts
Delivered
Delivered
Compatible with all major providers
The Transition
From Chaos to Complete Control.
The Old Way
Relying on memory or physical diaries to remind clients about premium dates — leading to lapses.
Client PAN/Aadhaar photos scattered across phone gallery folders — impossible to find quickly.
Spending hours calculating exact monthly commissions across 500+ varying policies using a calculator.
Prospective clients lost in the noise of standard WhatsApp chats — no follow-up structure.
Insurance Desk Way
Automated: The system alerts you and the client days before any renewal is due.
Organised: Every client has a secure, dedicated profile with policies and documents neatly attached.
Calculated: Earnings dashboards auto-tally your commissions in real-time — with date range filtering.
Structured: Every lead has a status, notes, and timeline — no more lost prospects.
Client Portal Access
A seamless digital experience.
RK
Welcome back!
Rajesh Kumar
Stay connected with every policyholder.
Powered by Policy setu
The dedicated companion app for your clients, keeping them connected to you 24/7.
Whenever a user logs in, they see all the policies and purchases made through you. Each of your existing clients will receive dedicated updates and a personal login to the Policy setu app.
- Personalized login for every existing client
- Consolidated view of all policies & purchases
- Dedicated updates & premium alerts
- Your branded digital relationship
Who is this for?
Designed for Every Agent.
Solo Independent Agents
Need an affordable, mobile-first way to manage their personal book of 100–500 clients without hiring an assistant.
Small Advisory Firms
Need a centralized database so multiple agents can collaborate, share client data, and track aggregated agency revenue.
Multi-product Advisors
Need a platform that handles varying commission structures across Life, General Insurance, and Mutual Funds seamlessly.
Newly Licensed Agents
Need structural guidance and a professional digital footprint to build trust quickly with their first 50 clients.
Simple Onboarding
Get Started in 3 Steps.
Sign Up via Mobile
Enter your phone number → receive OTP → you're in.
Add Clients & Policies
Enter client details, upload docs, and policies.
Let Insurance Desk Work
Automated renewal reminders fire on schedule. Commission dashboard updates as policies go active. Your digital office runs itself.
Transparent Pricing
Simple Plans for Growing Agencies.
Trial
Perfect for new agents to explore the full platform risk-free.
Free/ 30 days
- 500 AI Policy
- 50 Clients
- 5 Sub Agent
- Advanced Policy Tracking
- One Click WhatsApp Reminders
- Family Group Management
- Commission Analytics
- Email Support
- Dedicated Account Manager
Claim Your Free Trial
No credit card required.
6 Months
For established agents who need automation and analytics.
₹4,000/ 6 months
- 500 AI Policy
- 50 Clients
- 5 Sub Agent
- Advanced Policy Tracking
- One Click WhatsApp Reminders
- Family Group Management
- Commission Analytics
- Email Support
- Dedicated Account Manager
Most Popular
12 Months
Best value — full platform access with premium support.
₹7,000/ year
- 2000 AI Policy
- Unlimited Clients
- 20 Sub Agenteach subagent can add upto 30 clients
- Advanced Policy Tracking
- One Click WhatsApp Reminders
- Family Group Management
- Commission Analytics
- Dedicated Account Manager
Large Agency or Team?
Get a custom white-label solution, bulk client management, and API integration for your entire organisation.
Talk to an ExpertWhat Agents Say
Trusted by 200+ Smart Agents Across India.
"The commission dashboard is a game-changer. I can finally see exactly how much I earned this month without touching a calculator."
BS
Bhavna Shah
Health Insurance Advisor, Vadodara
"InsuranceDesk is incredible. By securing my client data natively and using the automated WhatsApp reminders, I saved hours of manual work and reliably increased my policy renewals."
KP
Ketan Patel
Independent Agent, Ahmedabad
Got Questions?
Frequently Asked Questions
Spreadsheets cannot send automated alerts or calculate varying payouts. Insurance agents missing policy renewals often lose their existing clients to competitors. Our insurance CRM India tracks due dates and sends WhatsApp reminders automatically. This saves you hours of manual work, keeps your clients updated, and securely protects your hard-earned renewals.
Yes, it is carefully built for solo advisors and agencies selling across multiple insurers. Whether you sell LIC, Star Health, ICICI Lombard, or Tata AIG, our platform handles your whole client portfolio. Just add the basic policy details, and your personalized digital office is ready for action immediately.
We know that finding an old Aadhaar card in your chat history is incredibly tough. Our CRM securely stores every client's KYC and policy documents inside a DPDP Act-compliant digital vault. You get an organized dashboard, so you never have to search through scattered WhatsApp messages ever again.
Absolutely. Tracking multiple income streams is difficult for many advisors. Our commission tracking software for insurance agents does the exact math for you. Add your premium amounts, and the dashboard automatically displays your earned commissions for the entire month, giving you complete and secure financial control constantly.
Absolutely. We use 256-bit encryption, multi-tenant data isolation, and we never access or sell your data.
Yes — the platform is fully mobile-optimised. Add it to your phone's home screen and it works like a native app.
Yes, paid plan users can enable automated WhatsApp and SMS renewal alerts for their clients.
Yes — we offer a bulk-upload feature to import your existing clients and policies.
Yes — 30 days free with access to all features and up to 50 clients. No credit card required.
Stop Missing Renewals.
Start Growing Your Commissions.
Join 200+ insurance agents who have transformed their business with Insurance Desk. Go digital in 60 seconds.
No credit card required. Setup takes 60 seconds.
30-Day Free Trial
No Credit Card
Cancel Anytime