The AI-powered CRM that tracks renewals, nurtures leads, and manages claims - so you can focus on selling insurance, not updating spreadsheets.
₹1000/month • No credit card required • Trusted by 800+ insurance professionals
Managing renewals for hundreds of policies across term, endowment, and ULIPs
Juggling policies from HDFC Life, ICICI Pru, Max Life, and more in one place
Corporate health insurance renewals, employee additions, claim management
We surveyed 500+ insurance agents. Here are the top productivity killers:
Missing policy renewal dates and losing clients to competitors
AI tracks all policy dates, sends auto-reminders 60/30/7 days before expiry
Leads go cold because you forgot to follow up
AI schedules optimal follow-up times based on client behavior
Clients complaining "I called you 3 times about my claim"
Every call logged automatically with claim status tracking
Manually maintaining renewal Excel sheets for 500+ policies
Zero manual entry - AI builds your renewal pipeline from conversations
No idea which clients are ready for cross-selling
AI identifies upsell opportunities from call sentiment & life events
Spending hours updating client records after field visits
Just talk into your phone - AI converts speech to structured data
Not a generic CRM. Built specifically for insurance sales and servicing workflows.
AI automatically tracks all policy renewal dates. Multi-stage reminders (60-30-7 days). See expiring policies dashboard every morning.
Track claim status for every client. AI reminds you to follow up with insurer. Client sees you're on top of their case.
AI scores leads based on engagement. Auto-suggests best time to call. Tracks warm/cold/hot leads without manual tagging.
AI flags clients for cross-selling (e.g., "Client mentioned daughter's college" → Education plan opportunity).
Track who paid, who's overdue. Auto-SMS/WhatsApp reminders. Persistency ratio improves automatically.
Record client meetings on mobile. AI transcribes, extracts policy details, creates follow-up tasks instantly.
Rajesh Sharma
LIC Agent, Pune • 8 years experience
"Before Converse:" I was managing 400 clients in Excel. Missing renewal calls. Spending 3 hours daily on data entry. FYP stuck at ₹50 lakhs.
"After Converse:" AI does all the tracking. I get a morning dashboard: "12 renewals expiring this month, 8 hot leads to call today." I just make calls and sell.
"Result:" Persistency ratio: 67% → 91%. FYP: ₹50L → ₹1.5Cr. Time spent on admin: 3 hours → 20 minutes per day.
Persistency Ratio
FYP Growth
Less Admin Time
Pay ₹1000/month. Earn back 10x that from just ONE saved renewal.
No credit card required • Cancel anytime • Money-back guarantee
💰 ROI Calculator
Average commission from ONE saved policy renewal: ₹8,000-₹15,000
Converse pays for itself if you save just 1 renewal per year.
Yes! Converse is insurer-agnostic. Track policies from any company in one place.
Absolutely. We provide a simple CSV import. Our team helps you migrate data for free.
Yes! Auto-SMS and WhatsApp reminders at 60, 30, and 7 days before expiry. Customizable templates.
All data encrypted and stored in India. We follow IRDAI guidelines for agent-client data protection.
Yes! Team plans allow sub-agents to access their clients while you see consolidated reports.
Mobile app works offline. Data syncs when you're back online. Record calls even without internet.