InsurTech CRM 360 - Seamless Renewals. Smarter Engagement.

CRM 360 is your all-in-one CRM solution designed to help CREs deliver real-time insurance renewal quotes during follow-ups—boosting conversions and customer satisfaction.

By simplifying the policy renewal process, CRM 360 helps you engage smarter, close faster, and drive meaningful growth.

Book A Demo

Next-Gen Customer Engagement Platform

Transform Customer Follow-ups into Seamless Policies.

Key Features

Smart Customer Data Management

CSV Upload & API Integration

Import customer data effortlessly.

On-the-Fly Customer Creation

Add new prospects in real time.

AI-Powered Insights

Predict customer needs for higher conversions.

Dialer Dashboard & CRE Performance Tracking

Automated Call Logging

Track follow-ups and interactions.

CRE Performance Metrics

Monitor conversion rates, call efficiency, and renewal success.

Instant Quote Generation & Renewal Processing

Capture Customer Requirements

Quick input for personalized quotes.

One-Click Quote Sharing

Send proposals via email/SMS.

Follow-up Automation

Never miss a renewal opportunity.

Configurable MIS & AI-Powered Analytics

360° Reporting

Real-time dashboards for sales, renewals, and CRE productivity.

AI/ML-Powered Predictions

Forecast renewal likelihood and optimize strategies.

End-to-End Policy Issuance & Payment Processing

Customer Acceptance Tracking

Streamline approvals.

Automated Policy Issuance

Reduce manual errors.

Flexible Payment Options

Secure and hassle-free transactions.

Why Choose CRM 360?

Built to accelerate sales, empower teams, and elevate every customer interaction.

Streamlines CRE workflows for faster execution

Increases quote-to-conversion with smart tools

Enhances transparency with real-time reporting

IRDAI compliance with TrustMe AI, VAPT reports, and secure cloud deployment.

Explore More Solutions

Ready to Transform Your Insurance Marketing?

Get your personalized demo today!