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.
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
QInsure 360
End-to-end digital insurance platform built for speed and scale.
QInsure 360 is a comprehensive insurtech suite that digitizes the full insurance lifecycle-from onboarding to claims-offering modular, API-ready tools for unmatched operational efficiency.
DMS 360
Manage the full automotive retail cycle-from purchase to service-in one platform.
DMS 360 is a next-gen platform for OEMs, dealers, and customers to manage sales, service, and operations with real-time intelligence. It simplifies the entire automotive retail journey for smarter, faster decisions.
Extended Warranty
Simplify and scale your warranty programs with ease.
Our Extended Warranty module streamlines the issuance, tracking, and fulfillment of warranties for vehicles, electronics, and more—enhancing post-sale value and customer trust.
Claims Management Solution
Smart, paperless claims processing-automated & fast.
Optimize claims handling with our end-to-end digital solution that includes auto-adjudication, fraud detection, workflow automation, and real-time status updates.
Insurance Prediction Model
AI models that forecast risk, churn & pricing with precision.
This AI-driven module predicts key insurance metrics such as risk scoring, customer churn, and optimal pricing-helping you make smarter, data-backed decisions.
InsurTech Marketing 360
Automated, personalized marketing built for insurers.
Drive acquisition and retention through data-driven campaigns, audience segmentation, and omnichannel engagement—all powered by AI.
InsurTech Field Sales Edge
Empower field agents with mobile-first sales tools.
Give your sales force real-time access to quotes, proposals, lead tracking, and customer insights-online and offline—on any device.
Interactive Video Marketing
Boost engagement with clickable, personalized video.
Turn passive viewers into active leads through personalized video journeys that include embedded forms, CTAs, and real-time analytics.
Vehicle Master Maps
AI-powered mapping of vehicle data to master records.
Auto-map vehicle data to master records using intelligent rules and parameters based on type and subtype.
NBFC Collab Model
Seamlessly integrate with NBFCs for embedded insurance.
Enable co-lending and co-issuance models with NBFC partners, using a plug-and-play integration that streamlines embedded finance and insurance workflows.
Ready to Transform Your Insurance Marketing?
Get your personalized demo today!