Built for Indian insurance advisors

Your whole book of business, finally in one place

Ai Geenie keeps every client, policy, renewal and claim on track — and reminds your clients about the paperwork they always forget.

14-day trial · No card required to explore

Everything an advisory desk actually runs on

Not a generic sales CRM bent into shape — modules built around how insurance advisors work.

Clients & households

One record per family. See every policy, dependant and document in a single view.

Policies across every line

Life, health, motor, travel and commercial — with premium schedules and commission tracking.

Renewals that never slip

A pipeline per renewal cycle, auto-generated from your book, with follow-up dates built in.

Life-admin reminders

PUC, passport, visa and licence expiries. The nudges that make clients call you first.

Claims tracking

Intimation to settlement, with a timeline your back office and client can both follow.

Built for teams

Admin, back office, broker and viewer roles. Brokers see only their own book by default.

Every plan includes unlimited policies. Pay yearly and get two months free.

MonthlyYearly2 months free

Starter

For solo advisors getting organised.

₹999/month

Up to 3 users · 500 clients

Import clients and policies from a spreadsheet, invite your team, and start tracking renewals the same day.