Drive New Insurance Sales & Maximize Renewals – Automatically
Qualify leads, Do Instant Follow-Ups & Trigger Smart Reminders.​
ASSURESherpa powers your digital + human channels with AI automation for Motor, Health, Life, and more.
Optimize leads for all your channels – Agencies, Call Centers, Direct Sales, Brokers, Bancassurance, Field teams.
Trusted by Leading Insurance Professionals
Delivering smarter, faster, and more reliable CRM solutions
Capture Leads from Every Channel – Online to Offline
Connect your CRM to wherever customers are – Google Ads, Meta Ads, websites, walk-ins, call centers, WhatsApp bots, email, DSA/DST, and social platforms.
📡 Plug in via API or bulk upload. We’ll take care of the sync.
Smart Lead Distribution based on Custom Logics
Digital leads → Telecallers CRM
Verified leads → Field Agent app
Priority rules → Based on region, policy, team availability
Onboard New Customers Easily
- Manually Add a lead.
- Import leads through Excel Sheets.
- Creating web forms on your website.
- API Driven Cross-Platform Integration.
Automated Forecast & Lead Distribution
- Active Insurance Renewal.
- Rollover Insurance Policies.
- Break-in-Insurance.
Auto & Manual Allocation of leads to Tele-Calling team or Fields Agents
Turbocharge Cross-Selling Opportunities
Easily sell complementary products. E.g.
- Life Insurance for a customer who took health Insurance.
- A customer who recently had a child may benefit from Life Insurance.
- Dental or vision coverage for a customer with health insurance.
Mobile Responsive Insurance Renewals CRM
Intuitive interface that provides seamless experience on smartphones, tablets, and other internet-enabled devices.
Optimize cost with Work from Home (WFH) or Work from Anywhere environment.
White Labelling and Customization
Option to get, custom Logo, Product Name, Links and Footer, Home Screen, Favicon, custom Domain Name etc.
Other Product Features
These unique product features help your business get the maximum efficiency and productivity from debt collection process
Role based Accessibility
Give role-based authorization to different users like agents, supervisors, managers for accessing customer data.
100% Auto Reminders
Get Notifications and Pop-up Reminders for all Follow-up Calls, Appointments, Customer Visits and Planned events.
Work from Anywhere
Mobile Responsive app that can be accessed on Desktop, Laptop, Tablets and Smart Phones.
100% Call Recordings
For Users on Cloud-Phone or On-Premise telecom set-up with SIP trunk or GSM Gateway devices.
Flexible Installation
On-Premise or Cloud Installation with options to White label with LOGO, Domain Names, DNS Records, Workflows etc.
FREE Document Manager
Upload, Save and Share hundreds of PDFs, JPEG images, Customer documents and refer anytime on desktop or mobile.
Get in touch 👉
Book a quick demo and discover how ASSURESherpa can automate your insurance renewal process.
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