India’s smart AI CRM for insurance advisors.
AiGeenie is built only for insurance advisors in India: agents, POSPs, brokers and agency teams. Renewals, clients, families, quotes and WhatsApp in one place, with Geenie to ask in Hindi.
What an insurance CRM in India should do
Nine things to check before you pick one, and how AiGeenie handles each.
Renewals that run on their own
A missed renewal is lost commission, and often a lost client.
AiGeenie: Renewal Autopilot emails and WhatsApps each client 60, 30, 15 and 7 days before the due date, with the insurer’s renewal link, and logs every reminder against the policy.
The whole family on one screen
Most new business comes from people already in your book.
AiGeenie: Every client sits in a family tree with their policies, nominees and KYC. Cross-sell flags members whose health or life cover looks too low.
An assistant that speaks your language
Answers about your own book, without building a report.
AiGeenie: Ask Geenie in Hindi, English or Hinglish: whose renewals fall this week, who has no health cover. Screens are in 8 Indian languages.
WhatsApp in your own name
Clients read WhatsApp. Messages should come from you.
AiGeenie: Connect your own WhatsApp Business number for templates, broadcasts and an inbox, all from inside AiGeenie.
Quotes a client can say yes to
A quote that sits in a PDF goes cold.
AiGeenie: Put up to four plans side by side and send a link. The client accepts online, and the policy form comes prefilled.
Made for Indian insurance
A general sales CRM has to be bent to fit insurance.
AiGeenie: The IRDAI register of insurers with logos, life, health, motor and travel policies, PAN and Indian mobile checks, GST invoices, rupee amounts.
A real mobile app
Your day happens in meetings, not at a desk.
AiGeenie: The Android app is on Google Play, with renewals and reminders in the notification tray. On iPhone it runs in the browser today.
Your data, kept apart
Client PAN, health and nominee details are sensitive.
AiGeenie: Each practice’s data is separated at the database level, sign-in needs an emailed one-time code, and documents can live in your own Google Drive.
Room for a team
An agency is more than one login.
AiGeenie: Admin, back-office and broker roles, tasks and Kanban boards, meetings with a booking page, attendance and leave.
Spreadsheet, general CRM, or a CRM made for insurance
| What you need | Excel / register | General sales CRM | AiGeenie |
|---|---|---|---|
| Renewal reminders sent for you | No | Needs custom setup | Built in |
| Client’s family and every policy together | No | Needs custom setup | Built in |
| Indian insurer list built in | No | No | Built in |
| Ask questions in Hindi | No | Rarely | Built in |
| WhatsApp in your own name | No | Varies | Built in |
| Quotes the client accepts online | No | Sometimes | Built in |
| GST invoices and Indian formats | Manual | Varies | Built in |
“General sales CRM” describes the category as a whole. Individual products differ.
Common questions about insurance CRMs
Which CRM is best for insurance agents in India?
What is AiGeenie?
Can an insurance CRM send renewal reminders automatically?
Is there an insurance CRM that works in Hindi?
Does AiGeenie have a mobile app?
Can I move my existing clients from Excel?
Does it work for life, health and motor insurance together?
Is my client data safe in AiGeenie?
Apni practice ko AiGeenie par chalaiye.
Excel se clients import kijiye, Renewal Autopilot on kijiye, aur Geenie se Hindi mein poochiye.