Insurance CRM Built for Indian Agents
Stop tracking 400 policyholders on a spreadsheet. VoraCRM gives insurance agents and branch managers a single dashboard for every policy, premium date, and renewal conversation.
What breaks without the right software
Hundreds of Policies Tracked on Spreadsheets
As a portfolio grows, spreadsheets collapse. Data goes stale, formulas break, and no one can tell who last spoke to a customer.
Premium Due Dates Missed Because of Overload
A lapsed policy means a cancelled contract, a lost commission, and a disgruntled customer. VoraCRM flags every due date automatically weeks in advance.
No Visibility Across Agents or Branches
Branch managers need to know which agents are on track and which policies are at risk. VoraCRM's team view surfaces exactly that without anyone needing to compile a report.
Commission Tracking Done Manually in a Notebook
VoraCRM lets you record the renewal commission amount per policy so you always know what revenue is due from the current renewal cycle.
Built for exactly this problem
Insurance Policy Management
Manage policies, premium due dates, and claims notes for every client in one dashboard.
Learn moreRenewal Tracking
Automated reminders for AMCs, insurance policies, and subscriptions before they lapse.
Learn moreCustomer Management
A single, searchable record for every customer: contact details, sites, assets, service history, and documents.
Learn moreWhatsApp Integration
Send renewal reminders, payment links, and job updates over WhatsApp without per-message API fees.
Learn moreReporting Dashboard
Live dashboards for revenue, renewals due, technician productivity, and lead conversion.
Learn moreQuotation Management
Send professional quotations that customers can approve online, then auto-convert to jobs.
Learn moreTracking premium due dates for 400+ policyholders by hand was unsustainable. The renewal dashboard is now the first thing I open every morning.
Explore what else VoraCRM can do
Ready to see it in your own workflow?
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