Insurance & Finance · Services & Software

CRM for Insurance Agents and Agencies in India

Insurance

We run your agency's digital lead campaigns and give your agents LeadOS to manage their pipeline and renewal tracker — so no policy lapses and no lead goes cold.

Get Started Free → Book a Demo

6mo

Free software access

2wk

Website delivered

3×

More callbacks reported

Renewals Due This Month

47 Policies

↑ Alerts sent to agentsActive

New Leads This Week

31 Assigned

12 follow-ups due todayOn track

Policies Renewed

₹18.4L Premium

This month↑ +22%

What We Offer

Services + Software.
Not One or the Other.

Most vendors give you either a tool or a service. Subix gives you both — because software alone doesn't close deals.

Our Services

We Generate Quality Insurance Leads

Our team runs targeted digital campaigns that reach people actively looking for insurance products — life, health, motor, or general.

Agency website with product pages and instant quote forms
Google Ads targeting "best health insurance in [city]" searches
Meta campaigns for life and term insurance lead generation
Landing pages per product — health, motor, life, ULIP
Google My Business setup for branch-level local visibility
Monthly cost-per-lead and campaign performance report

Our Software

Tools That Manage Your Entire Agency

LeadOS tracks every lead and renewal. HRMS manages your agents, branch staff, and incentive payroll. Both from one login.

LeadOS — all leads from all sources in one pipeline
Renewal tracker — alerts 30, 15, and 7 days before expiry
Agent-wise lead assignment and performance dashboard
Policy stage tracking — Lead → Quoted → Docs Received → Issued
HRMS — agent attendance, branch management, leave
Incentive payroll — auto-calculated based on policies issued

The Problem

Why Real Estate Teams Bleed Revenue

These three problems cost Indian property businesses crores every year. All three are fixable.

Problem 01

Renewals Lapsing Every Month Because Nobody Tracked Them

200 policies renewing in April. Agents manually track it in Excel. 15 reminders are missed. 12 policies lapse. That's ₹3–4L in lost renewal commission — every single month.

Result: Consistent commission leakage from untracked renewals

Problem 02

Lead Sources in 5 Places, Agents Working in Silos

Bank referrals, website forms, walk-ins, broker apps — each agent manages their own leads differently. The branch manager has no real-time visibility on who's working what.

Result: Lead duplication, missed follow-ups, no accountability

Problem 03

Incentive Calculation Takes a Week and Still Has Disputes

50 agents, each with different products and commission slabs. Incentive calculation at month end takes the accounts team 5–6 days and still results in 8–10 salary queries every month.

Result: Delayed payroll, agent dissatisfaction, management overhead

How It Works

From Day 1 to Deals Closing

A clear 4-step process. Services running. Software live. Team onboarded. All in under 2 weeks.

Agency Audit

We map your lead sources, renewal volume, agent count, and current tracking method. 30 minutes.

Service

Website + Campaign Setup

Your agency site goes live with product pages. Google and Meta lead campaigns start generating inquiries for your products.

Service

LeadOS + HRMS Live

All leads and renewals imported into LeadOS. Renewal alerts activated. HRMS onboarded for all agents and branch staff.

Software

Zero Missed Renewals

You see every lead, every renewal, every agent's pipeline — in real time. Renewals never lapse again.

Ongoing

6mo

Full software free — no credit card

2wk

Average time from signup to website live

60%

Avg leads that go uncontacted without a CRM

6mo

Software completely free — no credit card

What Insurance Agencies Get With Subix

Campaigns that generate quality insurance leads. LeadOS that tracks every renewal automatically. HRMS that calculates incentive payroll without the monthly argument.

Agency website with per-product landing pages and quote forms
Google + Meta ads generating life, health, and motor leads
LeadOS — every lead and renewal in one dashboard
Automatic renewal alerts 30, 15, and 7 days before expiry
HRMS — agent payroll, incentive calculation, branch management
Support from a team that understands Indian insurance sales

Limited Early Access Offer

Free Software for 6 Months. Free Website Demo.

Sign up today and get LeadOS + HRMS free for 180 days. We'll also build a free demo of your agency website before you commit.

Full LeadOS access Full HRMS access Free website demo No credit card

Start Free — 6 Months →

FAQ

Common Questions

Do you handle both the digital marketing services AND the software?

Yes. Subix is a service + product company. Our team manages your website, ad campaigns, and SEO. Our software (LeadOS + HRMS) runs your team's day-to-day operations. You get both under one relationship — not two vendors.

Can the renewal tracker handle multiple policy types — health, motor, life?

Yes. You can tag each policy with its type and set custom renewal dates. LeadOS sends alerts at 30, 15, and 7 days before expiry regardless of product type.

Can we assign leads from bank referrals separately to specific agents?

Yes. You can create lead sources (Bank Referral, Website, Walk-in, Broker App) and filter your pipeline by source at any time. Assignment rules can be manual or round-robin.

How does the incentive structure work in HRMS for different commission slabs?

You set up each agent's commission structure in HRMS — product type, slab rate, and any caps. HRMS auto-calculates every month based on policies issued and sends a payslip.

What happens to my data after the 6-month free period?

Your data is always yours. We'll contact you 2 weeks before the period ends with pricing options. We'll never lock your account or delete data without clear notice and your agreement.