A Simple CRM for Insurance Agents
Between new leads, policy renewals and premium due dates, things slip through. 91Leads keeps every client, policy and follow-up in one place, so you renew on time and never lose a lead.
Manage Every Type of Policy in One CRM
Whatever mix of insurance you sell, 91Leads keeps each client's policies, premiums and renewal dates together, so nothing is spread across different files.
Life Insurance
Health Insurance
Motor Insurance
Term Insurance
Travel Insurance
Property Insurance
Where Insurance Agents Lose Renewals and Leads
You are good at advising clients. It is the keeping-track-of-everyone part that eats your day. For most agents, the income leaks happen in these three places.
Renewals lapse
A renewal or premium due date quietly passes, the policy lapses, and you lose both the client and the commission.
Leads go cold
A prospect asks for a quote, you get busy, nobody follows up, and they buy the policy from another agent.
Client details scattered
Policy papers on WhatsApp, premiums in a diary, contacts in your phone. Finding anything takes far too long.
Everything an Insurance Agent Needs in One Place
Built around how an agent actually works, so you always know which renewal is due next and which lead needs a call today.
Never Miss a Renewal
Add the renewal and premium due date for each policy and get reminded before it arrives, so policies stay active and you keep earning renewal commission.
Convert More Leads
Capture every enquiry from calls, referrals and online ads with a follow-up reminder, so prospects do not go cold while you service existing clients.
All Policies in One View
Track life, health, motor and general insurance for every client in one place, with policy details and renewal dates ready whenever you need them.
Stay in Touch on WhatsApp
Send renewal and premium reminders, share quotes, and keep each client's conversation in one place instead of scattered across your personal chats.
How Insurance Agents Use 91Leads
No long training, no complicated setup. Three simple steps and your follow-ups run on their own.
Add Clients & Policies
Bring your clients and leads into one list, each with their policies, premiums and renewal dates.
Set Reminders & Tasks
Add renewal dates and follow-up reminders. Everything shows up on the day you need to act on it.
Renew & Follow Up on Time
Get timely reminders, call the right client at the right time, and keep every policy active.
CRM for Insurance Agents FAQs
Common questions insurance agents ask about managing leads, clients and renewals with a CRM.
It is a single place where an insurance agent keeps every lead, client and policy. Instead of juggling diaries, Excel sheets and WhatsApp, you see who the client is, which policies they hold and when the next renewal or premium is due.
Yes. You add the renewal or premium due date for each policy, and 91Leads reminds you before it arrives. You can see everything due this week in one view, so policies do not lapse and renewals do not slip away.
Yes. You can track clients across life, health, motor and general insurance in one place, with the policy details and renewal dates for each, no matter how many products you sell.
Yes. Solo agents benefit the most, because one missed follow-up or lapsed renewal is a real loss of income. 91Leads is light enough to set up quickly and starts at ₹199, so it fits a growing book of business.
Yes. Every enquiry from calls, referrals and online ads is captured with a reminder to follow up, so prospects do not go cold while you are busy servicing existing clients.
Yes. Start with a 7-day free trial, add a few clients and policies, and see how it fits your work. Most agents know within a week whether it makes follow-ups and renewals easier.
Keep Every Policy Active and Every Lead Warm
Bring your clients, policies and renewals into one organised place. Try 91Leads free for 7 days and never miss a renewal or a lead again.