01
Scattered operational data
Leads, customer files and policy documents sit across WhatsApp chats, personal spreadsheets and inbox threads.
India Simplify CRM
Grow your insurance and distribution business faster with AI automation
Leads, policies, renewals, claims and commissions in one platform built for Indian brokers, dealers and NBFCs.
app.indiasimplify.com/dashboard
DashboardLeadsPoliciesRenewalsClaimsReports
Active Policies
12,482
+8.2%
Renewals Due
316
+12
Commission MTD
₹4.6L
+18.4%
Renewals pipeline
Last 30 daysRenewal reminder sent
WhatsApp · 2m ago
Policy #IN-88291 issued
Motor · 14m ago
Claim escalated to L2
Health · 32m ago
Tally export completed
Accounts · 1h ago
The challenge
Is your team still running operations by hand?
Insurance and distribution businesses on legacy systems lose data, wait on support and fix manual errors every day.
India Simplify swaps those manual chores for clear, automated workflows, so nothing slips through.
02
Missed renewals and clients
Manual tracking lets policy expiry dates slip by, which means lost revenue and clients who move on.
03
Commission and split errors
Hours go into working out multi-level broker shares and sub-agent commissions by hand, and mistakes creep in.
04
Disconnected tech stack
Separate billing, CRM and tracking tools that don't talk to each other mean the same data is entered again and again.
Introducing India Simplify
One platform. Every part of your business.
An integrated insurance, dealer and distribution platform built for Indian businesses. Automate operations, run distribution and grow from one simple workspace.
LM-01 / INTAKE
01
Lead management
Capture, validate, and route incoming queries instantly to your active sales desk.
01 / 08
PM-02 / DIGITISE
02
Policy management
Digitise and store client policies, with coverage tracked in one place.
02 / 08
CA-03 / VERIFY
03
Claims assistance
Automate document checks and guide customers through each form step by step.
03 / 08
RA-04 / NOTIFY
04
Renewals automation
Reach clients before policies expire with automatic WhatsApp and email reminders.
04 / 08
CS-05 / CALC
05
Commission splits
Compute broker rates, direct splits, and sub-agent commission accounts instantly.
05 / 08
AS-06 / EXPORT
06
Accounting and sync
Automatically log transaction entries and export logs directly to TallyPrime.
06 / 08
CR-07 / ANALYSE
07
Custom reporting
Analyse agency productivity, product metrics, and channels with visual reports.
07 / 08
AI-08 / RUNTIME
08
AI core operations
Run 24/7 support chatbots, follow-up sequences and repetitive tasks automatically.
08 / 08
All connected in one workspace
Our solutions
Solutions built for every distribution business
From insurance CRM to dealer management and protection programs, pick the products your business needs.
01
IMS Ecosystem
Complete insurance distribution ecosystem including CRM, DMS, Tally integration, RTO lead management, and policy servicing.
02
Insurance CRM
Manage policies, customers, renewals, claims, agents, commissions, reconciliation, and reporting.
03
Dealer Management System
Complete dealership management with inventory, Vahan integration, sales, insurance, finance, and reporting.
04
Intermediary Management System
Designed for brokers, advisors, POSP networks, and agent hierarchies.
05
RSA Program
Roadside assistance solutions for automotive businesses and insurers.
06
Credit Shield
Protection solutions for NBFCs, lenders, and finance companies.
07
Child Educare
Student and parent protection programs for schools and educational institutions.
08
Extended Warranty & CyberSafe
Revenue-generating protection products for electronics and mobile retailers.
09
Group Mediclaim
Corporate health insurance solutions for SMEs and enterprises.
Why India Simplify
Built to grow revenue, not just manage data
India Simplify takes the manual chores off your team's plate, so they can focus on winning and keeping customers.
Grow sales and pipeline
Automated lead tracking and prompt follow-up sequences capture client interest when it is fresh, increasing conversion rates.
Automated renewals
Keep every client. AI sends renewal reminders with one-click payment links.
WhatsApp reminderJust now
Your policy #4928 expires in 3 days. Renew now?
Lower operating costs
Cut out manual data entry and save hours on admin reports and commission tracking.
-40%
Admin hours spent
Better customer service
Keep clients informed with instant claim progress alerts and automatic document processing.
01
Upload
Doc scanned
02
Validate
AI check complete
03
Approve
Payout queued
A more productive team
Enable sub-agents to access personalised dashboards, track policy bookings, and manage leads without calling the admin office.
Smarter decisions
Instant commission reports and RTO channel insights show you where to improve.
AI automation
Your AI-powered operations team
India Simplify uses AI to take care of everyday business processes, so your business runs 24/7 without adding headcount.
Work 24/7 without increasing manpower
01
Automated lead qualification
AI instantly qualifies incoming leads from your website, search, and social campaigns.
02
WhatsApp follow-ups
Automated conversations capture what customers need and keep them engaged.
03
Renewal reminders
Send timely WhatsApp and email reminders so policies renew early.
04
Customer servicing
Provide automated 24/7 responses and instant service ticket dispatch.
05
Claims assistance
Check documents, guide clients and coordinate payouts automatically.
06
Reporting and analytics
Access instant insights across agent productivity, revenue numbers, and policy types.
07
Business insights
Get data-backed recommendations to grow your book of business.
AI Operations: CRM & Sales
01
Automated lead qualification
AI instantly qualifies incoming leads from your website, search, and social campaigns.
02
WhatsApp follow-ups
Automated conversations capture what customers need and keep them engaged.
03
Renewal reminders
Send timely WhatsApp and email reminders so policies renew early.
04
Customer servicing
Provide automated 24/7 responses and instant service ticket dispatch.
05
Claims assistance
Check documents, guide clients and coordinate payouts automatically.
06
Reporting and analytics
Access instant insights across agent productivity, revenue numbers, and policy types.
07
Business insights
Get data-backed recommendations to grow your book of business.
Industries we serve
Built for the way your business works
India Simplify CRM brings features shaped for your sector, so your team can grow without changing how it already sells.
Insurance brokers
Manage sub-agents, automate commission calculations and sync policy sales in real time.
See how it worksCorporate agents
Coordinate branches and manage multi-carrier insurance products from one portal.
See how it worksPOSP networks
Give sub-agents their own digital quote engines and automatic onboarding flows.
See how it worksAuto dealers
Bundle motor insurance at the vehicle delivery desk with instant quotations.
See how it worksNBFCs
Embed credit-linked insurance products directly within your digital loan products.
See how it worksFinancial institutions
Cross-sell policies to active bank account holders with automated AI workflows.
See how it worksSchools
Set up group health, medical and accident cover for students and staff.
See how it worksRetail networks
Offer extended warranties and asset protection at online and in-store checkouts.
See how it worksSMEs
Simplify group health, fire and liability cover for day-to-day business operations.
See how it worksLarge enterprises
Scale secure operations with custom roles and permissions, sync engines and API access.
See how it works
Integrations
Works with the tools you already use
India Simplify fits into your current setup. Connect your systems once and keep data in sync, without replacing anything your team relies on.
Communication and messaging
Automate chats, notifications and alerts.
WhatsApp API
PopularAutomated renewal notices, documents, and support chat.
Custom REST APIs
DeveloperConnect proprietary external software with our endpoints.
Accounting and finance
Keep your books in sync, automatically.
TallyPrime
NativeExport invoices and ledger balances directly to Tally.
Accounting systems
FinanceConnect Zoho Books or Excel/CSV sheets.
Lead generation and operations
Capture leads and sync with dealer DMS systems.
Website forms
WebhooksBring in leads from Webflow, WordPress or custom forms.
Meta & Google Ads
MarketingCapture leads straight from your social ad campaigns.
Dealer DMS systems
DMS SyncPush customer bookings straight to automotive DMS tools.
Workflow automation
AutomationTrigger actions and build task pipelines without code.
Results
Results you can measure
India Simplify CRM helps teams close deals sooner and spend less time on manual work.
- Lead conversion increase
- +45%
- Automated WhatsApp sequences reply to new leads within seconds, so fewer slip away.
- Renewal retention rate
- 88%
- AI sends renewal reminders automatically, each with a direct payment link.
- Faster claims processing
- 3x
- Smart OCR and document mapping cut the manual steps in every claim.
- Operational cost reduction
- 40%
- Fewer repetitive tasks, fewer data entry errors and fewer hours spent on follow-ups.
- System uptime and stability
- 99.9%
- A secure-by-design CRM hosted on high-reliability cloud instances.
- Saved per agent, every week
- 15 hrs
- Routine work runs on its own, so your agents can focus on closing deals.
Book a demo
See India Simplify in action
Find out how India Simplify fits your insurance, dealer or distribution business. Book a personal demo with our product specialists and explore the right setup for your team.
FAQ
Questions, answered
Common questions about India Simplify CRM, integrations, security and setup.
Get started
Ready to transform your business?
Stop managing operations by hand. Book a free demo and see your first workflow automated.
- Free demo
- No obligation