Insurance CRM
Stop Losing Renewals to Spreadsheets. Run Your Entire Insurance Book in One Place.
From the first lead to the next renewal, NeeN AI tracks every policy, premium, claim, and commission across Health, Life, Motor, Fire, Marine, Liability & Travel — so nothing expires silently and no commission goes uncollected.
The problem
Why Insurance Agencies Leak Revenue Every Renewal Cycle
Renewals fall through the cracks
A policy lapses not because the customer didn't want to renew, but because nobody followed up 30 days before expiry. Each lapsed policy is lost premium and lost commission.
Commissions go uncollected
Without a system tracking expected vs. received commission per carrier and per policy, agencies routinely miss the gap between what carriers owe and what gets paid out.
Claims update nobody — including the customer
A claim moves from intimation to settlement across five status changes, yet most agencies track it on WhatsApp threads and physical files, not a system the whole team can see.
What if every policy, premium, claim, and commission lived in one dashboard — automatically?
Results that matter
What Teams Gain in Their First 30 Days
How it works
Simple to Start. Powerful to Scale.
Capture the lead
Prospect details, demographics, sum assured needs, and urgency (hot/warm/cold) are logged the moment a lead comes in — across any line of business.
Quote across carriers
Build multi-option quotations linked to the lead, track validity dates, and convert the accepted quote into a policy in one click.
Issue & track the policy
Policy number, carrier, premium frequency, risk dates, members, nominees, and riders — all stored against one policyholder record with auto-generated premium schedules.
Collect, claim, renew, repeat
Premium collection, claims lifecycle, commission generation, and renewal reminders run continuously in the background — so the next policy year starts itself.
Everything you get
Every Outcome. One Platform.
Prospects & Lead Management
Turn inquiries into quotes, faster.
Capture demographics, income, smoker status, desired sum assured, and urgency — then move leads through a clear pipeline from new to converted.
Multi-Carrier Quotations
Compare. Send. Convert.
Build multi-option quotes per lead, track sent/accepted/rejected/expired status, and convert accepted quotes directly into policies.
Policy Management
Every policy detail, one record.
Policy number, carrier, product, sum assured, premium frequency, risk dates, members, nominees, riders, and documents — searchable in seconds.
Premium Collection
No due date missed, ever.
Installment schedules with due/overdue tracking, multi-mode payment recording (cash, cheque, NEFT, UPI, card), and auto-generated receipts.
Claims Management
Full visibility, start to settlement.
Track claim type, incident date, claimed vs. approved vs. settled amount, and status — from intimated through documents pending, under review, approved, settled, and closed.
Commission Management
Know exactly what's owed — and what's paid.
Auto-generate commissions from policies, track expected vs. received by carrier, and manage agent payouts across first-year, renewal, and override commission types.
Renewals Pipeline
Renewals become a system, not a scramble.
Renewal count and parent policy linkage are tracked automatically, with expiry alerts that fire before the customer even thinks about switching.
Master Data & Configuration
Carriers, products, and rate cards — centralized.
Configure carriers with IRDA registration details, products by line of business, commission rules (percentage or flat, on premium or sum assured), and rating tables — once, used everywhere.
Reporting Suite
Every report your agency actually needs.
Policy Register, Premium Collection, Outstanding Premium, Renewals Due, Commission Statement, Claims, Agent Performance, Carrier Business, Lapsed Policies, and New Business — ready on demand.
Dashboard & Analytics
The whole book of business, at a glance.
KPI cards for policies, premium collected, outstanding, commission, claims, and renewals — plus LOB distribution, quotation funnel, and agent leaderboard.
The difference
Before & After Insurance CRM
| What Changes | Without NeeN AI | With NeeN AI |
|---|---|---|
| Renewal tracking | Manual follow-up, often missed | Auto-alerts 60/30/15 days before expiry |
| Premium collection | Excel sheets, missed installments | Auto schedules with due/overdue tracking |
| Commission reconciliation | Manual matching against carrier statements | Expected vs. received tracked per policy |
| Claims status | Tracked over WhatsApp and paper files | Full lifecycle visible to the entire team |
| Quotation turnaround | Hours per carrier, manually compared | Multi-option quotes generated in minutes |
| Reporting | Built manually each month | 10 standard reports, generated on demand |
| Access control | Everyone sees everything | Role-based, permission-gated by module |
What teams are saying
Real Results After 30 Days
"We stopped losing renewals to forgotten follow-ups. Every policy now has an alert before it lapses."
Zero Lapsed Renewals
Insurance Agency, India
Agency Principal
"Commission reconciliation that used to take two days now takes twenty minutes."
Faster Reconciliation
Insurance Brokerage, India
Accounts Manager
FAQ
Everything You Need to Know
Run Your Entire Insurance Book Without the Spreadsheets.
Join insurance agencies and brokers across India managing leads, policies, claims, and commissions in one platform.