InsureGrowth — A CRM with a Business Brain

Why most insurance agents struggle

You're working hard. The problem is not you — it's having no system.

Without InsureGrowth

✕Missed renewals mean lost income

✕No follow-up system for leads

✕Data scattered in Excel and WhatsApp

✕No clarity on today's priorities

✕No real business growth plan

Meet your Business Brain

✓Tracks your entire business for you

✓Reminds you before clients remind you

✓Suggests exactly what to sell

✓Guides your daily work, step by step

✓Automates follow-ups on WhatsApp

Every insurance CRM claims "AI" now. Few tell you who not to call today, and why.

Why now

Bima Sugam changes the game. Here's how to win it.

Bima Sugam — IRDAI's new digital insurance marketplace — is rolling out through 2026, letting customers compare and buy policies across insurers in one place. For agents, that changes the game: price and product availability are no longer where you win. Service, relationship, and retention are.

The agents who thrive through this shift won't be the ones who sell fastest — they'll be the ones who never miss a renewal, never forget a client's birthday, and always know exactly who needs a follow-up call today. That's not something you can do from memory and an Excel sheet anymore.

InsureGrowth is built for exactly this moment — an AI Business Brain that runs your daily priorities so you can focus on what a marketplace can't replace: a real relationship with your client.

Your biggest advantage

Not just a CRM. This thinks for you.

Every CRM claims "AI" now. Few tell you who not to call today, and why. InsureGrowth does.

Your day, already planned — including what to skip

No reports to open. No guessing. Just open the app, see your priorities ranked by real renewal probability, and know exactly who to skip today too.

See It In Action

Good morning, Akash 👋

Business Health: 78/100 — biggest opportunity: ₹1.4L in overdue collections

Call Mr Sharma — ₹48,000 renewal, 92% probability

Follow up ABC lead — high potential

Cross-sell health policy to 5 clients

Skip today: Ravi Gupta — contacted yesterday, WhatsApp follow-up already set

Real product, not a mockup

See it in action

Every screen below is the actual InsureGrowth product — not a design concept.

Real InsureGrowth Priority Feed with one-tap Call and WhatsApp actions

One ranked list, one-tap actions

Call or WhatsApp a client directly from your daily feed — no digging through menus.

Real InsureGrowth Quick Actions row for adding a product

Add any product in one click

Health, Life, Motor, Home, or more — right from the dashboard.

Real InsureGrowth Business Health score panel

Know your business health, daily

One score, broken into exactly what's driving it.

Runs on WhatsApp

Your business runs on WhatsApp.
Now it runs itself.

Renewal reminders
Birthday wishes
Lead responses
Policy updates
↔️
Two-way communication

Mr Sharma

online

Hi Rahul, your Motor policy renews on 15 Aug. Shall I collect the premium today?

Yes please, same plan.

Done ✅ Your renewal is confirmed for another year.

What you actually gain

Fewer

Missed follow-ups

Clearer

Daily priorities

Zero

Excel juggling

Organized

Client & family book

No limits

Add every client you have

Like a pro

Run your business

Built only for

Individual agents

Running your own book, solo.

IMFs

Managing a full team of agents.

Small teams

A handful of agents, growing together.

Not built for brokers

You're in safe hands

Your data is completely safe

Client trust is everything in insurance. We treat your data the same way you treat theirs.

Secure cloud storage

🇮🇳

Built for India's data laws

Your data is never sold

Backed up, every single day

Built by people who've done the job

Founder

Akash Shukla

20+ years across international banking (ABN AMRO, Standard Chartered) and general insurance (ICICI Lombard — 10.6 years, Reliance General — 6+ years). Advanced Diploma in Software Engineering from Aptech, Agra, and an Executive Certification in Digital Marketing from IIM Indore.

I spent two decades watching agents like me lose renewals to a missed reminder, lose clients to a cheaper online quote, and lose hours every week to Excel sheets and registers. I had the insurance experience to know exactly where it hurts, and the software background to actually fix it. I conceived, designed, and built InsureGrowth myself — end to end — because InsureGrowth is that fix, built by someone who has sat in your chair, not just studied it from outside.

📍 Remote-first — serving agents and IMFs Pan-India

IT Lead

Anshu Shukla

Software Analyst with 10+ years of hands-on software development experience, including tenure at NIIT Technologies. Microsoft Certified Professional (MCP).

Operations Lead

Renu Kushwaha

Deep insurance operations knowledge paired with real sales experience, including approximately 5 years at Reliance General Insurance. Holds a Master's degree.

Everything in one place

Leads

Never lose track of a prospect again.

Clients

Every client, every family, one profile.

Policies

Life, health, motor and more, tracked.

Renewals

Never let a renewal slip through.

AI suggestions

Know what to sell, and to whom.

Income tracking

See exactly what you've earned.

Reports

Understand your business at a glance.

Reminders and updates, automatically.

You're never left to figure it out alone

Every new agent gets real onboarding — not just a login link. We help you import your book, set up your first briefing, and get comfortable, step by step.

Talk to Us on WhatsApp

Onboarding checklist ✅

Import your existing clients

Set up your first product

See your first Daily Briefing

15-min call with our team

Simple pricing, made for India

One simple plan

InsureGrowth for Agents

Everything included — Business Brain, renewals, leads, clients, reports. Just pick how long you want to commit.

3 months₹5,000
6 months₹7,500
12 months (best value)₹9,999

Start Free Trial

IMF & Team Scale

For agencies with sub-agents — priced by team size.

Custom

Talk to us for a quote

Everything in the Agent plan
Team dashboard
Commission analytics
Dedicated support

Book a Consultation

Frequently asked

Is this only for individual agents, or does it work for IMFs too?

Both — individual agents get a personal Business Brain, and IMFs get visibility across their full team.

Is my client data safe?

Yes. Your data, including KYC documents, is encrypted and belongs solely to you.

Can I bring my existing Excel client list?

Yes — upload your existing client and policy data in one click.

Do I need to be tech-savvy to use this?

No. If you can use WhatsApp, you can use InsureGrowth.