The CRM for Indian insurance advisors — life, general and mediclaim on one client record, with the renewal ladder that starts early enough to matter.
Three fields to start. No card. We import your Excel with you.
Where a book leaks
You remembered on the due date. The client had already renewed directly with the insurer, and the commission went with them.
One register, four hundred policies, and no way to see what is due next week without turning pages.
A claim sits at “filed” for six weeks. The client rings you for an update and you have to ring the insurer to find out.
A family usually buys more than one thing from you. LoopCRM keeps every policy on the same record, so you open a client and see the whole relationship — not one product line at a time.
A single reminder on the due date is one reminder too late. Set the ladder once — 30, 15 and 7 days before — and every policy you track follows it automatically.
A claim is the moment a client decides whether you were worth it. Track each one through its stages so you can answer “where has it reached?” without ringing the insurer first.
Beyond renewals
Group a family and see what the household is worth to you — and which member is missing a cover the others already have.
Insurance grows by introduction. Every client links back to whoever referred them, with a leaderboard and a reminder to thank them.
Renewal reminders and thank-yous in English, हिंदी or ગુજરાતી, with the number already loaded. No copy-paste.
What you advised, when you advised it — written once and never editable by anyone, including us. Useful when it matters most.
Bring your existing Excel across with a column-mapping wizard that checks for duplicates before anything is saved.
Install it from the browser — no app store. The renewal list you need on the road is the one you had at the desk.
Bring one month of renewals across and see whether anything slips. That is the whole test.
