Smart Insurance Agency CRM &AI-Powered Policy Platform
Upload any policy PDF and let AI auto-extract 35+ fields in 5 seconds. Manage Life, Health, Motor & Commercial policies, automated WhatsApp renewals, and visual lead pipelines.
Unified Cloud Support For All Leading Indian Insurance Carriers
Traditional Agency vs Powered by Insuraa
The side-by-side reality of managing insurance on spreadsheets versus an automated AI agency operating system.
Without Insuraa
Slow, manual, and prone to costly errors
With Insuraa
Fast, automated, unified, and error-free
Architected for India's Fastest Growing Insurance Agencies
Crafted in Surat, Gujarat to eliminate repetitive paperwork and unlock exponential growth for insurance advisors, broking networks, and POSPs.
Built to empower advisors to spend less time typing schedules and more time closing policies.
Insuraa was founded by Shopno Ecommerce Pvt Ltd in Surat, Gujarat. Indian insurance agents routinely lose 40% of their business day manually entering PDF schedules, tracking renewal dates on paper diaries, and juggling scattered WhatsApp chats.
By uniting computer-vision AI extraction with a multi-line customer registry (Life, Health, Motor, Commercial), Insuraa transforms chaotic manual paperwork into an automated, error-free operation.
Trusted Agency Infrastructure
Next-Gen Policy OCR
Continuous AI computer-vision trained on schedules from all 30+ Indian carriers for 5-second automatic data entry.
Household Family Vault
Group Life, Health, Motor, and Fire policies under a single family graph to effortlessly identify cross-selling opportunities.
Zero-Trust Privacy
256-bit SSL encryption. Zero selling or cross-marketing of your client records. Your customer data remains 100% private.
Dedicated Regional Support
Dedicated telephone & WhatsApp onboarding in Gujarati, Hindi, and English straight from our Surat headquarters.
Powerful Features That Power Your Agency
Every tool you need to run, scale, and automate your insurance operations.
AI-Powered Policy Extraction
Upload policy schedule PDFs from any insurer. Our AI model reads unstructured text and tables, auto-filling 35+ fields in 5 seconds.
Multi-Line Policy Vault
Life, Health, Motor, and Commercial policies in one unified system. Filter by insurer, renewal date, agency code, or policy status.
Smart Renewal Management
Track upcoming and expired policies. Automatically notify clients on WhatsApp with renewal quotes 30, 15, and 3 days prior.
Visual Lead Pipeline (Kanban)
Track inquiries across customized stages (New, In Progress, Quoted, Won). Switch seamlessly between Kanban cards and AG-Grid data tables.
Instant Quotation Engine
Generate Motor and Health comparison quotes. Compare IDV, NCB, and add-on covers side-by-side, and send branded PDF sheets to clients.
Complete Claim Tracker
Never lose track of a client’s claim. Live timeline from intimation, surveyor coordination, query resolution, to final bank credit.
One Single Platform For All Insurance Categories
Customized fields, validation, and calculations tailored for every major line.
Life Insurance
Term Insurance, ULIPs, Endowment, and Money-back plans. Track PPT, maturity schedules, surrender values, and nominee registry.
Health Insurance
Individual & Family Floater plans. Member age matrices, pre-existing condition logs, cumulative bonus, and cashless hospital networks.
Motor Insurance
Private Cars, 2-Wheelers, and Commercial Fleets (GCW/PCCV). Instant IDV valuation, NCB bonus protection, and Zero-Dep add-ons.
General & Commercial
Fire & Special Perils, Shopkeeper packages, Marine Cargo, Contractor All Risk, and Workmen Compensation for business clients.
Choose The Best Plan, For Your Agency
Start your 7-day free trial and experience all the features risk-free.
Visit Insuraa Headquarters or Get in Touch
Have questions about agency onboarding or need a custom demonstration? We are right here in Surat to help you grow.
Shopno Ecommerce Pvt Ltd
Creators & Operators of Insuraa OS
Frequently Asked Questions
Ready to Manage Your Insurance Agency Digitally?
Eliminate manual paperwork, retain more renewals, and automate your entire policy workflow with Insuraa today.
Instant Mobile OTP verification • No credit card required • Full cloud security