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Close More Policies with a No-Code Insurance CRM

Track your entire policy pipeline — from lead to renewal — without IT support.

Automate follow-ups, renewals, and compliance tasks so agents focus on selling.

No Credit Card Required

Chakra Sales for Insurance — Key Use Cases

Full visibility from prospect to policy - Manage every stage of the insurance sales cycle — lead, quote sent, document verification, underwriting, policy issued — in a Kanban view.
Custom fields for policy details - Capture policy type, premium amount, sum assured, and renewal date as custom fields on each deal record.
Automated stage-based reminders - Trigger tasks for agents when a lead has been idle at a stage for too long, reducing stale pipeline.

Never miss a renewal date - Log policy expiry dates and automatically trigger email campaigns or agent tasks 30, 15, and 7 days before renewal.
Segment by policy type and premium - Create targeted renewal campaigns for health, life, motor, or commercial policies with personalised messaging.
Track renewal conversion rates - Report on renewal success by policy type, agent, and channel to identify where you lose customers.

Track every agent's pipeline and activities - See calls made, emails sent, policies closed, and revenue generated per agent in a single report.
Custom dashboards for managers - Build branch-level or team-level dashboards to monitor performance without waiting for manual reports.
Revenue forecasting - Use deal value and close probability to forecast premium income for the month, quarter, or year.