Lead & Prospect CRM
Capture life, health and general insurance enquiries with product interest and budget.
- Product tagging
- Needs analysis notes
- Follow-up calendar
Premium Module
Insurance CRM for
growing
policy renewals
Insurance broker software for agents — capture website and referral leads, manage policies, renewal alerts, claims support, documents and commission tracking.
Policy lifecycle CRM
Renewal alert automation
Claims case tracking
Commission & payout reports
Searching for insurance agent software or insurance broker CRM in India? GoBooster Insurance Broker manages policy enquiries from your website and referrals, issuance, renewal reminders, claims documents and commission tracking. Common searches include policy renewal software, insurance lead management software and life insurance CRM — built for daily agent workflows.
insurance CRM software India
insurance agent software
policy renewal management software
insurance broker software India
insurance website lead CRM
claims tracking software for agents
Module Features
Insurance Agent Software — everything included
Insurance broker software for leads, policy records, renewal alerts, claims tracking and commission reconciliation.
Policy Management
Store policy numbers, insurers, sum assured, premium and coverage dates per client.
- Policy document vault
- Family linking
- Rider tracking
Renewal Automation
Auto-alert clients and agents before policy expiry to protect renewal revenue.
- 30/15/7 day alerts
- WhatsApp reminders
- Renewal pipeline
Claims Support
Track claim intimation, documents, insurer status and client updates.
- Claim stages
- Document checklist
- Insurer reference no.
Commission Tracking
Log expected and received commissions by policy, insurer and agent.
- Commission ledger
- Payout reconciliation
- Agent-wise reports
Secure Client Data
Sensitive policy and KYC data stored with role-based access for your team.
- Tenant isolation
- Staff permissions
- Activity audit
Business Benefits
Why teams choose Insurance Agent Software
Agents and brokers choose insurance CRM software to protect renewal income and give clients clear claims support.
Higher Renewal Rates
Proactive renewal reminders prevent policy lapses and protect recurring income.
Better Client Trust
Clients feel supported when claims and renewals are handled with clear communication.
Commission Clarity
Know exactly what is earned, pending and overdue from each insurer and policy.
Agent Productivity
Agents focus on selling while CRM handles reminders, docs and follow-up discipline.
Use Cases
Perfect for these businesses
Used by advisors who generate leads from insurance websites, referrals, bancassurance and field networks.
Life insurance agents
Health insurance brokers
Motor & general insurance
Corporate insurance advisors
IMF & sub-broker networks
How It Works
Your Insurance Broker workflow
FAQ
Common questions about Insurance Broker
Can I track policy renewals automatically?
Yes. Renewal alerts go to agents and clients before expiry at configurable intervals.
Is claims management included?
Track claim stages, documents and insurer updates on the client record.
Does commission tracking work?
Log commissions by policy and reconcile payouts from insurers.
Can I store policy documents?
Upload and organize policy PDFs, KYC and claim documents securely per client.
Ready to activate Insurance Agent Software?
Start your free trial — connect Insurance Website Policy Enquiries to GoBooster CRM and see how this business software fits your daily workflow.
Explore More
Other premium modules
WhatsApp Official
Official WhatsApp Business API software inside your CRM — website leads to inbox.
My Agency
Auto dealership software for showrooms, brokers and vehicle websites.
Real Estate
Real estate software for property websites, brokers and builders.
CA Practice
CA firm software for compliance, client files and website enquiries.
Zeam Zym Pro
Gym management software for memberships, website leads and renewals.
EduCoach Pro
Coaching institute software for admissions, website leads and fees.
TravelGo Pro
Travel agency software for trip enquiries, website leads and bookings.
AdAgency Pro
Digital agency software for clients, campaigns and website projects.
Salon Spa Clinic Pro
Salon and spa software for appointments, website bookings and billing.
Advocate Law Firm
Law firm software for cases, website enquiries and hearing calendar.