Introducing the All-in-One Insurance Management & Automation System

Virtual Office Built for Modern Insurance Advisors Who Want Growth, Control & Peace of Mind

The insurance business is no longer just about selling policies.
It’s about managing relationships, renewals, claims, follow-ups, compliance, and customer trust — at scale.

Yet, most insurance advisors today are still:

• Tracking policies in Excel or notebooks

• Missing renewal dates

• Spending hours on follow-up calls

• Losing customers due to poor communication

• Depending entirely on manual effort

This is exactly why we built the Insurance Management & Automation Software Package — a complete digital operating system for insurance advisors.

💡 What Is This System?

It is a fully-configured, ready-to-use Insurance CRM & Automation Platform, designed specifically for:

• Individual Insurance Advisors

• Agency Owners

• Multi-agent Insurance Firms

• Life, Health, Motor & General Insurance Businesses

Unlike generic CRMs, this system is custom-built for insurance workflows.

🔧 What’s Included in the System?

1️⃣ Insurance-Ready CRM (Not Generic CRM)

We have pre-built:

• Insurance-specific custom fields (policy, nominee, renewal, claims, vehicle, health, etc.)

• Customer profile + policy lifecycle tracking

• One customer → multiple policies management

You don’t need to design anything.
Just start using it.

2️⃣ Smart Pipelines for Every Insurance Stage

Pre-configured pipelines such as:

• New Lead → Contacted → Proposal → Converted

• Active Policy → Renewal Due → Renewed / Lost

• Claim Initiated → In Review → Settled

Your entire business becomes visually trackable.

3️⃣ Automated Renewal Follow-Ups (The Biggest Money Saver)

Renewals are where 80% of insurance profits are lost.

Our system automatically:

• Detects policy expiry dates

• Sends WhatsApp / SMS / Email reminders

• Alerts advisors before renewals

• Stops reminders once renewed

📌 No more missed renewals. No more awkward calls.

4️⃣ AI Agents Working for You 24×7 🤖

We’ve deployed AI Insurance Assistants that can:

• Answer customer queries instantly

• Explain policies in simple language

• Collect lead details automatically

• Guide customers to book calls or visits

• Qualify serious prospects

Your AI agent works even when you sleep.

5️⃣ Professional Website + Chat Widget

You get:

• A modern insurance advisor website

• Embedded AI chat widget

• Lead capture forms

• Appointment booking calendar

Your digital presence becomes credible, professional, and trustworthy.

6️⃣ WhatsApp, Email & SMS Automation

Fully integrated communication system:

• Renewal reminders

• Payment follow-ups

• Claim status updates

• Policy document sharing

• Festival & relationship messages

All automated — yet personalized.

7️⃣ Calendar, Tasks & Follow-Up Control

Never forget a call again.

• Follow-up reminders

• Task assignments

• Agent calendars

• Call scheduling

Your day becomes structured and stress-free.

8️⃣ Tags, Segments & Smart Customer Intelligence

Segment customers by:

• Policy type

• Renewal month

• Premium size

• Claim history

• Cross-sell potential

This helps you sell the right policy to the right customer at the right time.

9️⃣ Digital Marketing, AI, Automation Courses

Courses to learn:

• Canva Design

• Meta Ads

• Google Ads

• Instagram Strategies

• LinkedIn Marketing

• Email Marketing

• AI Agents

• Automations

• & much more

This helps you do the digital marketing yourself.

🔟 Reseller Opportunity

Benefits of reseller opportunity:

• Refer and earn 20%. i.e. ₹5,000 per converted referral

• Unlimited referrals and unlimited income

You can now earn unlimited by referring this package to your friends.

🎯 Why Insurance Advisors Love This System

✔ Saves 3–5 hours daily
✔ Reduces customer drop-offs
✔ Improves renewal rates
✔ Looks highly professional
✔ Works even for non-tech advisors
✔ Scales from solo advisor to large agency

“This system feels like hiring a digital assistant, CRM manager, and marketing team — all in one.”

🧠 Built for Indian Insurance Advisors

• India-specific workflows

• WhatsApp-first communication

• Multi-policy households

• Agent-centric design

• Language & personalization friendly

This is not imported software — it’s built for Indian advisors.

📈 Who Should Use This?

✔ LIC Agents
✔ Health Insurance Advisors
✔ Motor Insurance Agents
✔ General Insurance Brokers
✔ Agency Owners with Teams
✔ Advisors serious about scaling

🚀 The Result?

You move from:
❌ Manual work → ✅ Automation
❌ Stress → ✅ Control
❌ Missed renewals → ✅ Predictable income
❌ Small operation → ✅ Scalable business

📞 Ready to Experience It?

We offer:

• Live demo

• Setup assistance

• Training

• Ongoing support

👉 If you’re an insurance advisor who wants to grow without chaos — this system is built for you.

🔥 Final Thought

“In the next 3–5 years, insurance advisors who don’t automate will struggle to survive.
Those who do will dominate.”

This system puts you on the winning side.

₹ Cost Involved

✔ All-in-one system with mobile app : ₹25,000 + 18% GST Only, for lifetime.
✔ Annual server hosting fee : ₹5,000 + 18% GST

———— Free Bonus ————
✔ Personal website (worth ₹20,000)- Free
✔ Digital marketing courses (worth ₹25,000)- Free

———— Optional ————
✔ WhatsApp Business / API : ₹2,500/mo. (+ 18% GST)
✔ Unlimited AI Usage : ₹15,000/mo. (+18% GST)
✔ Training for the team : ₹10,000 + 18% GST per session (4 hours)