Automate policy renewal reminders, track your entire client book, send WhatsApp follow-ups automatically, and never lose a renewal to a competitor who called first.
✓ Free plan for solo agents • ✓ Renewal reminders included • ✓ Works across all insurers
90%
Policy renewal rate for agents using CRMLead Pro
3x
More referrals from happy, well-communicated clients
70%
Reduction in missed renewal follow-ups
40%
Higher new policy conversion with AI lead scoring
Every feature designed around how insurance agents actually work in India.
Auto-send WhatsApp and SMS reminders 90, 30, and 7 days before every policy renewal. Never lose a renewal to a competitor who followed up first.
Send personalised WhatsApp messages for new policy proposals, claim updates, and premium due dates. Build trust with every interaction — automatically.
Store and share policy documents, premium receipts, and proposal forms with clients via WhatsApp — directly from the CRM. No more email attachments.
Track every client from first lead to active policyholder. See their full history — policies, premiums, claims, conversations — in one profile.
Track expected commissions per client, outstanding premiums, and renewal-based earnings. Know your monthly income forecast at a glance.
See which lead sources (referrals, social media, cold calls) convert best. Double down on what works. AI predicts which leads are most likely to buy.
"CRMLead Pro sends my renewal reminders automatically. I went from losing 15% of renewals annually to less than 3%. My income grew by ₹2.4 lakh in one year just from better renewal management."
Vinod Nair
LIC Senior Agent, Kerala (MDRT Qualifier)
"Managing 400+ clients manually was impossible. Now every client gets automated WhatsApp reminders, and I spend my time on new business — not chasing renewals. Best investment I made."
Meena Patel
HDFC Life Insurance Advisor, Ahmedabad
"I use CRMLead Pro to manage clients across 6 insurance companies. The unified view of all policies, renewals, and commissions saves me 3 hours a day. Worth every rupee."
Arjun Reddy
Independent Insurance Broker, Hyderabad
Yes. CRMLead Pro lets you tag clients by insurance company, policy type, and advisor. Manage your entire book of business across LIC, HDFC Life, SBI Life, ICICI Prudential, and any other insurer — all in one view.
You enter the policy renewal date in the CRM. It automatically sends WhatsApp reminders at 90 days, 30 days, and 7 days before renewal. Clients also get premium due date alerts. You can customise the timing and message content.
Yes. CRMLead Pro integrates with Facebook Lead Ads, Instagram, and your website. Enquiries from people interested in term plans, ULIPs, or health insurance flow directly into your pipeline for follow-up.
CRMLead Pro is perfect for solo agents — the free plan (₹0) covers everything a single agent needs: 500 clients, renewal reminders, WhatsApp follow-ups, and basic reports. No team needed to benefit.
Free for solo agents. Upgrade as your client book grows. No credit card needed.
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