Geenie AIGeenie AI
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Features

Insurance CRM jo agent ke kaam ka hai.

Har feature ek asli problem se aaya hai — renewal miss hona, client details bikhre hona, documents dhoondhna. Neeche har module detail mein.

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Smart Client CRM

Har client ki complete story, ek screen par.

Client ka profile, uski family, nominees, notes aur poori communication history — sab ek hi jagah.

  • Client profile with contact aur KYC details
  • Family / household linking — ek ghar ke sab members saath
  • Nominee details har policy ke saath
  • Notes aur communication timeline
Ramesh PatelActive client
MPMeena PatelSpouse · 2 policies
APAarav PatelSon · Nominee
  • Renewal call — term plan discuss kiya28 Sep
  • WhatsApp: policy copy bheji30 Sep
  • Review meeting scheduled12 Oct, 11:00
Policy Management

Saari policies organised. Search karo, turant pao.

Life, health, motor, travel aur baaki types — insurer, premium, cover aur dates ke saath ek searchable list.

  • Har policy type: life, health, motor, travel, custom
  • Insurer, premium, sum assured, start aur end date
  • Document link har policy ke saath
  • Status: active, due, renewed ya lapsed
AllLifeHealthMotorTravel
“patel term”⏎
HDFC Life · Term₹18,400 · 12 Oct
Star Health · Floater₹32,400 · 24 Oct
ICICI Lombard · Motor₹7,150 · 02 Nov
Renewals & Follow-ups

Koi renewal miss nahi, koi opportunity waste nahi.

Reminder ladder se lekar follow-up task tak — renewal ka poora flow ek command center mein.

  • 90 / 60 / 30 / 7-day reminder ladder
  • Renewal pipeline — pending, follow-up, renewed
  • Follow-up tasks team members ko assign
  • Renewal status har policy par visible
Reminder ladderRamesh Patel · Term
90 dinSent
60 dinSent
30 dinToday
7 din—
Pending

3 policies

Follow-up

8 policies

Renewed

7 policies

Meetings, Tasks & Calendar

Aaj kya karna hai, Geenie yaad rakhega.

Client review meetings, follow-up calls aur overdue tasks — ek din ka clear plan.

  • Calendar with client review meetings
  • Follow-up assignment team members ko
  • Overdue tasks alag se highlight
  • Din ka agenda mobile par bhi
Thursday, 12 Oct5 items
11:00 · Sunita Shah — policy review
14:30 · Imran Qureshi — motor renewal
Call back · R. PatelOverdue
17:00 · Team sync
Claims Tracking

Claim ke time par better service, stronger client trust.

Intimation se settlement tak — document checklist aur status timeline ek jagah.

  • Claim intimation record client ke saath linked
  • Document checklist — kya mila, kya baaki
  • Status timeline insurer updates ke saath
  • Follow-up tracking taaki case rukke na
Claim · CLM-0147In review
  • Claim intimated04 Oct
  • Documents submitted06 Oct
  • Insurer review — follow-up 11 OctPending
Documents & Google Drive

Documents aapke connected Google Drive mein.

Control aapka, organisation Geenie ka. Aap apna Drive connect karte hain; policy copies wahin organise hoti hain.

  • Apna Google Drive connect kijiye
  • Policy copies client-wise folders mein organised
  • CRM secure document metadata aur link store karta hai, configured permissions ke according
  • Drive kabhi bhi disconnect kiya ja sakta hai

Learn about data handling — access, processing aur revocation details Privacy Policy mein.

Drive connectionConnected
Aapka Google Drive account
HDFC-Term-Policy.pdf2.1 MB
KYC-Aadhaar-masked.pdf640 KB
Life-Admin Reminders

Clients ko sirf insurance nahi—extra care bhi do.

PUC, passport, driving licence, visa aur fitness certificate — jo cheezein expire hoti hain, unka reminder.

  • PUC, passport, visa, driving licence, fitness certificate
  • Custom expiry types bhi add kar sakte hain
  • Expiry se pehle reminder, client-wise view
  • Yahi chhote reminders client trust banate hain
Upcoming expiriesNext 6 months
PUC · MH-12-AB-441718 din
Driving licence · R. Patel2 mahine
Passport · S. Shah4 mahine
Fitness cert · MH-04-CD-99215 mahine
Geenie Chat

Bas poochiye. Geenie samjhega.

Apne CRM data ke baare mein normal language mein sawal poochiye — Hindi, English, Hinglish, Gujarati ya Marathi mein.

  • Renewals, meetings aur follow-ups ke sawal
  • Jawab aapke authorised data aur configured permissions ke according
  • Multiple Indian languages support
  • Important decisions ke liye records ko verify karein
Geenie Chat Sample session

Kaunse clients ka follow-up pending hai?

Abhi 8 follow-ups pending hain — 5 renewal reminders, 2 claim updates aur 1 naya proposal.8 itemsOct 2024
Apna sawal likhiye…

Sample data shown. AI output incomplete ya incorrect ho sakta hai — records verify karein.

Team, billing & control

Agency chalane ke liye jo chahiye.

Roles, invoices, agency-level controls aur data boundaries — sab configured, sab visible.

Team & role-based access

Admin, Back Office, Broker aur Viewer roles. Har member ko sahi access, sahi data — na zyada, na kam.

Billing & invoices

Subscription status, invoices aur payment state ek jagah. Portal access billing state ke according controlled rehta hai.

Agency / Super Admin controls

Multiple users, tenant-level data separation aur agency-wide settings ek admin surface se.

Security & data controls

We use practical security controls designed to protect access and data — role scoping, activity logging aur controlled billing access.Privacy Policy dekhein.

Apne business par try karke dekhiye.

Apne clients aur policies add kijiye, ek renewal cycle chalaiye — fark khud dikh jayega.

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