INSURANCE

Sovereign CRM for insurance operations.

Dive into the future of insurance with our high-performance suite. Built for flexibility and scalability, it effortlessly addresses diverse customer needs under one umbrella. Every feature is tailored to specific requirements, reinforcing our commitment to pushing our clientele to the vanguard of the insurance realm.

Insurance

Policyholder CRM

360° policyholder lifecycle management, onboarding, renewals, claims, and lapse prevention, with complete data sovereignty under IRDAI guidelines.

Agent Commission Engine

Multi-tier commission structure with IRDAI-compliant approval workflows, automated payout triggers, and immutable audit trails for every agent transaction.

Claims Intelligence

R-YaBot AI assists claims investigators by surfacing relevant policy clauses, precedent cases, and fraud indicators from your internal document vault.

IRDAI COMPLIANCE

Built for IRDAI's data localisation mandate.

IRDAI requires policyholder data to be stored within India. SimpleWorks is architecturally compliant, there is no data path to a foreign cloud server. Your policyholder records stay exactly where regulators require them.

IRDAI Master Circular on data localisation compliance
Insurance Act 1938 full alignment
AML/KYC workflow automation with digital verification
ISNP regulatory reporting and submission
Digital onboarding with OTP, OCR, and PAN/GST validation
Automated renewal tracking and lapse prevention workflows
INSURANCE CLIENTS
PRU Life UK
National Insurance
Dhofar Insurance
Ceylinco Life
Fairfirst Insurance
Union Assurance
Pramerica
CASE STUDIES

How institutions deploy us.

National Insurance Company Limited
SERVICE CRM

Driving Service Transformation through an Integrated CRM Platform

National Insurance Company Limited
Ceylinco Life Insurance (CLI)
SERVICE AUTOMATION

Elevating Policyholder Loyalty with Automated Service & Premium Clubs

Ceylinco Life Insurance (CLI)
Prudential Insurance Philippines
SERVICE & CLAIMS

Service & Claims Automation

Prudential Insurance Philippines
FREQUENTLY ASKED QUESTIONS

Common questions about Insurance.

Can't find what you're looking for? Visit our full FAQ library or contact our team.

Yes. SimpleCRM is purpose-built for life, health, and general insurance, covering lead management, policy administration, agent onboarding, claims workflows, and renewals. It is used by Prudential Life, Pramerica, Ceylinco Life, and National Insurance, among others.

SimpleCRM provides agents with a mobile app (SimpleCRM-Go), a 360-degree customer view, automated follow-ups, and AI-driven next-best-action recommendations. Union Assurance uses it as a lead management solution across 4,000+ life advisors.

Yes. Claims workflows are configured through the BPM engine, with automated document collection, approval routing, fraud-indicator flagging, and real-time status updates to policyholders across email, SMS, and WhatsApp.

Yes. The platform automates renewal reminders, lapsed-policy outreach, and cross-sell recommendations based on customer profile and policy history, improving renewal rates without additional agent load.

SimpleCRM supports life insurance, health insurance, general insurance (motor, property, travel), and reinsurance workflows. The domain-agnostic core adapts to each line through configurable modules and BPM workflows.

The platform logs every customer interaction, enforces data-access policies, supports IRDAI norms in India, and provides audit-ready reporting for regulators. Data residency options satisfy domestic data localisation mandates.