Insuraa Agent
Insurance Management App.
Free · Designed for iPad. Not verified for macOS.
Elevate your insurance business with Insuraa – the ultimate all-in-one management platform for Insurance Agents, Brokers, and Financial Advisors.
Managing multiple policies, tracking renewals, and handling client relationships can be overwhelming. Insuraa simplifies your workflow by bringing Insurance, Investments, and Loans into a single, secure cloud-based dashboard. Designed specifically for the Indian market, Insuraa helps you eliminate manual paperwork, reduce errors, and grow your revenue through smart automation.
Why Choose Insuraa?
- All-In-One Dashboard: Manage Life, Health, Motor, and General Insurance alongside Loan and Investment portfolios in one place.
- Smart Renewal Reminders: Never miss a deadline. Send automated policy renewal and EMI alerts via WhatsApp and Email to your clients.
Powerful Insurance CRM: Track leads, manage follow-ups, and maintain a complete history of client interactions to boost your conversion rates.
Commission Tracking: Automatically calculate and track your commissions across different insurers and product types with 100% accuracy.
Secure Document Vault: Digitally store and access policy PDFs, loan agreements, and KYC documents securely—anytime, anywhere.
Role-Based Access: Perfect for agencies. Manage teams with multi-user access and specific permissions for agents and staff.
Key Features at a Glance:
Insurance Management: Digital tracking of policy numbers, premium amounts, and expiry dates.
Investment Portfolio Tracking: Monitor customer returns and performance across various investment products.
Loan Management System: Track loan applications, approvals, and EMI payment schedules.
Automated Communication: Built-in WhatsApp and Email automation for personalized client engagement.
Detailed Analytics: Generate insurer-wise, product-wise, and agent-wise performance reports to make data-driven decisions.
Mobile-First Experience: Access your entire business on the go with our fully responsive and secure mobile application.
Ratings & Reviews
- This app hasn’t received enough ratings or reviews to display an overview.
The developer, Bhavik Vala, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- SHOPNO ECOMMERCE PRIVATE LIMITED
- Size
- 43.4 MB
- Category
- Business
- Compatibility
Requires iOS 13.0 or later.
- iPhone
Requires iOS 13.0 or later. - iPad
Requires iPadOS 13.0 or later. - iPod touch
Requires iOS 13.0 or later. - Mac
Requires macOS 11.0 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.0 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- Copyright
- Copyright © Shopno 2026