Insurance CRMBuilt for Policies,Renewals & Claims
Manage leads, policies, renewals, premium reminders, claims support, agent performance, and customer communication from one CRM.
Policies
Customer history
Renewals
Auto reminders
Claims
Document tracking
Agents
Performance view
Today's Overview
Why Insurance Teams Choose HNX CRM Systems
Built for insurance brokers, agencies, policy sellers, and claim support teams
Renewal Control
Never miss policy renewal dates, premium reminders, or follow-ups.
Policy History
Keep customer policies, family members, premiums, and documents together.
Claim Visibility
Track claim documents, stages, status, and support owner.
Agent Performance
Monitor leads, renewals, premium follow-ups, and conversions by agent.
Cross-Sell Campaigns
Identify health, motor, life, and business policy opportunities.
Built for Every Insurance Workflow
Insurance Brokers
Policy leads, comparisons, premium follow-ups, and customer records.
Policy Agencies
Agent tasks, renewals, claim support, and sales reports.
Claims Teams
Claim documents, status, escalations, and customer communication.
Motor Insurance
Vehicle policies, renewal reminders, finance handoffs, and documents.
Health & Life
Family records, premiums, renewals, riders, and cross-sell campaigns.
Insurance Brokers
Policy leads, comparisons, premium follow-ups, and customer records.
Policy Agencies
Agent tasks, renewals, claim support, and sales reports.
Claims Teams
Claim documents, status, escalations, and customer communication.
Motor Insurance
Vehicle policies, renewal reminders, finance handoffs, and documents.
Health & Life
Family records, premiums, renewals, riders, and cross-sell campaigns.
All-in-One Insurance Dashboard
Dashboard
New Leads
512
13.5% this week
Active Policies
4,820
7.8% this month
Renewals Due
186
24 due today
Claims
43
9.2% resolved
Renewal & Claim Trend
Top Policy Sources
512
Total
Recent Policy Activity
View all| Rakesh Gupta | Health renewal | Today, 12:45 PM | Due |
| Nisha Jain | Motor policy | Today, 04:00 PM | Quote Sent |
| Manav Suri | Claim support | Tomorrow, 10:00 AM | Docs Pending |
| Pooja Rao | Life policy | Tomorrow, 02:30 PM | Follow-up |
Agent Tasks
Send premium reminder to Rakesh
Due in 30 mins
Collect claim documents from Manav
Due today
Share motor quote with Nisha
Due tomorrow
View all tasks
Policy Journey - Simplified & Automated
From lead to renewal and claims, every policy step stays active
Lead Captured
Capture insurance enquiries from agents, campaigns, referrals, and calls.
Policy Suggested
Record needs, policy type, premium range, and customer profile.
Documents Collected
Track KYC, policy forms, vehicle details, and claim files.
Renewal Automated
Create reminders for premiums, renewals, and agent follow-ups.
Customer Retained
Support claims, cross-sell policies, and maintain long-term history.
Powerful Modules for
Insurance Teams
CRM Workspace
Rakesh Gupta
Health policy renewal
Policy lead pipeline
Renewal reminders
Claim document tracking
Customer policy history
Cross-sell campaigns
More Than Policy Records - Built for Renewals & Claims
HNX CRM Systems helps insurance teams manage policies, renewals, premiums, claims, agent activity, customer communication, and cross-sell opportunities.
Policy Pipeline
Track lead, quote, proposal, documents, premium, and policy issue stages.
Renewal Automation
Send reminders before renewal windows and keep agents accountable.
Claim Tracking
Manage claim documents, stages, escalations, and customer updates.
Agent Tasks
Assign calls, premium follow-ups, renewal tasks, and cross-sell actions.
Premium Follow-ups
Track payment status, due dates, receipts, and customer reminders.
Cross-Sell Campaigns
Identify customers for health, life, motor, business, or family policies.
Insurance CRM pricing is scoped around policy modules, renewal automation, claims tracking, agent dashboards, integrations, reports, and AI requirements.
Starter CRM
For teams starting with insurance lead capture, customer records, follow-ups, and a basic manager dashboard.
Package Price
₹99,999
Best for getting started quickly
Growth CRM
For growing teams that need custom insurance fields, role permissions, automation, reports, and team dashboards.
Package Price
₹1,99,999
For growing operations
AI-Powered CRM
For teams that want AI lead scoring, smart suggestions, auto message drafts, daily planning, and report explanations for insurance.
Package Price
₹4,99,999
Advanced AI capabilities included
Note: Add-ons, advanced automation flows, and custom integration charges are extra and are scoped separately.
Seamless Integrations
Renewals
Policies
SMS
Premium alerts
Telephony
Call logs
Payments
Premiums
Documents
Uploads
Insurance APIs
Policy data
Calendar
Renewals
Reports
Agents