The Ultimate SaaS CRM for Insurance Professionals
Transform the Way You Manage Your Insurance Business
Say goodbye to messy spreadsheets and missed renewals! iSURANCE is a next-generation, cloud-based platform built exclusively for insurance agents and agencies who want to stay ahead — manage clients, track policies, send automatic reminders, and grow sales from a single dashboard.
Because managing insurance shouldn't be complicated. Our CRM helps you focus on what truly matters — your clients and your commissions.
Access from anywhere, anytime
Life, Health, Motor, Property & More
Never miss a due date again
See your performance at a glance
All client files in one place
SMS, Email & WhatsApp reminders
Affordable monthly or yearly subscription plans
Everything you need to streamline your insurance business
Easily capture, track, and manage all your leads and clients. Segment your customers by policy type, renewal date, or activity level.
Track every policy from issue to renewal. View premium details, commissions, insurer info, and renewal schedules all in one interface.
Automate reminders for policy renewals, birthdays, and follow-ups. Send messages via Email, SMS, or WhatsApp.
Handle customer issues efficiently with a built-in ticketing system. Assign, monitor, and resolve client queries.
Store and access all KYC, policy, and proposal documents securely in the cloud. Find what you need in seconds.
Visualize your entire business with intuitive charts and reports. See upcoming renewals, commissions earned, and leads converted.
Choose a plan that fits your business
Perfect for solo agents
For small agencies
Multi-branch scalability
Start your Free Trial today and experience the power of smart automation and effortless client management.