Insurance Sales CRM that never misses a renewal
Manage prospects, policies, renewals, claims assistance and agent hierarchies, with automated reminders that protect your renewal book.
Performance trend
Pipeline
Renewals due this week
- Sunita VermaHealth — Family Floater₹24,800
- Rajesh NairMotor — Comprehensive₹12,450
- Kavita DesaiTerm Life₹18,200
DealTrako Insurance Sales CRM serves agencies, brokers and POSPs selling life, health, motor and general insurance. Track every policyholder, renewal and commission across your agent network.
Why insurance sales teams outgrow spreadsheets
Lapsed renewals
Policies lapse because renewal reminders are manual.
Renewal automation
Reminders to customers and agents 60/30/7 days before due.
Scattered policy data
Policy documents and details are spread across insurer portals.
Policy repository
All policies, documents and members per customer.
Agent productivity
Agents follow up inconsistently with prospects.
Needs-based selling
Prospect profiling and product recommendations.
Commission tracking
Commission reconciliation with insurers is tedious.
Commission reconciliation
Expected vs received commission by insurer.
Everything your insurance sales team needs
Prospect & lead management
Capture leads with needs and family details.
Policy management
Life, health, motor and general policies.
Renewal reminders
Automated multi-channel reminders.
Customer & family profiles
Members, nominees and documents.
Agent & POSP hierarchy
Agents, sub-agents and team structure.
Quote comparison
Compare plans across insurers.
Claims assistance
Track claims status and documents.
Commission tracking
Commission by policy, insurer and agent.
Persistency reports
Renewal ratios and lapse analytics.
Your insurance sales workflow, simplified
Capture prospects
Add leads with needs analysis.
Quote & issue
Compare insurers, share quotes and record issued policies.
Automate renewals
Reminders go out automatically before due dates.
Reconcile commissions
Match expected vs received commission.
Results insurance sales teams can measure
Typical improvements reported by teams after moving from manual processes to DealTrako. Actual results vary by business.
Renewal retention
Automated reminders.
Agent productivity
Structured follow-ups.
Commission accuracy
Automatic reconciliation.
Faster claims support
Documents in one place.
Insurance Sales CRM pricing
Prices in INR, exclusive of GST · Showing pricing for Insurance Sales CRM
Free
For small teams getting started
- Users: Up to 3
- Storage: 500 MB
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
Starter
For growing sales teams
- Users: 3 – 25
- Storage: 5 GB
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
Professional
For teams that want automation
- Users: 5 – 250
- Storage: 50 GB
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
Enterprise
For large and complex organisations
- Users: 50+ (custom)
- Storage: 500 GB+
- Lead & contact management
- Basic task management
- Basic dashboard
- Industry-specific modules
- Deal pipeline
- Mobile access
- Standard reports
View Live Demo
Explore a live Insurance Sales workspace with sample data.
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Free for up to 3 users. No credit card required.