Convert Leads into Policy Sales—Fast

Purpose-built CRM for Insurance Agencies & Independent Agents.

Trusted by 50,000+ insurance professionals and agencies

End-to-end CRM for insurance professionals: capture every lead, track meetings, and close policies faster—on desktop and on the go.

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ZNICRM Dashboard
Why Insurance Agencies Need a Sales-First CRM
ZNI offers the complete toolset to streamline insurance operations. Agencies and individual agents use our CRM to manage leads, follow-ups, renewals, and client policies—while automating back-office workflows.

No Lost Enquiries
Central inbox auto-routes leads and logs every touchpoint.

Faster Followups
Slow follow-ups = lost enrolments. Built-in lead scoring prioritises hot prospects.

Built For Scale
One-click status pipelines from Enquiry ▶ Application ▶ Fee Paid.

Field Force Management
Field counsellors using paper visit sheets? Get Mobile app with GPS check-ins & task timers.

Why Is The Best Choice For Insurance Industry!

Capture Leads From Any Source
Contact Management Affordable Pricing
Simple & affordable per user and unlimited user pricing. Grow as much as you can without worrying about the cost.
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Marketing Automation All-in-One Solution
Manage leads, sales, customer data, workflows and staff all from a single software.
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Contact Management Easy-to-Use Interface
Simple, intuitive design – no technical skills required.
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Marketing Automation Mobile-Friendly
Manage your business on the go with our mobile apps.
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Contact Management Integrations
Seamlessly connect with email, WhatsApp, FaceBook Ads, GoogleAds, IndiaMart, JustDial and other popular business tools.
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Marketing Automation 24/7 Support
Dedicated customer support to resolve your queries anytime.
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Customers Love The ZNICRM

Tools Designed to Maximize Policy Sales & Agent Efficiency

CRM is built for insurance agencies and agents—helping you capture more policy leads, track client conversations, and manage renewals with ease.

Lead Capture from Every Channel

Capture insurance leads from website forms, Facebook/Google Ads, WhatsApp, and education fairs using QR codes.
Lead Generation

Contact Forms

Use ZNIEngage tool to convert website visitors into leads. Use advanced popup contact form, deal bar & exit intent popups.
Engage Lead Generation Tool

Capture Leads From Anywhere

Capture leads from your Ad campaigns like Facebook, GoogleAds, etc. or use platforms like Indiamart, Justdial, TradeIndia, etc.

Universal Forms

Capture leads from any source or generate them on your website. Use lead generation forms to generate leads from anywhere.
Universal Forms

Run Campaigns

Run WhatsApp, bulk email or SMS campaigns to boost inbound lead flow to your existing customers or build groups by importing data.
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Smart Lead Assignment to Agents

Auto-route leads based on insurance product, location, or client profile—ensuring each lead reaches the right agent.
Lead Distribution

Auto Distribution

Efficiently allocates incoming leads among sales agents, balancing workload and ensuring prompt response.

Rule Based Routing

Customize lead assignment based on criteria like location or product interest, directing leads to the most suitable team.

Run Workflows

Engages new leads instantly through their preferred communication channel, fostering initial connection and trust.

Ensure Timely Followups

Systematically tracks and prompts follow-ups with leads, preventing missed opportunities and enhancing conversion rates.
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Track Policy Pipeline with Ease

Move leads from Contacted → Quoted → Under Review → Policy Sold
Lead Management
CRM Lead Management

Maintain a 360-degree view

360-degree view → Customer profile with policy preference, notes & stage.

Keep track of past interactions

Consolidates customer history and preferences, enabling consistent and personalized experiences across all touchpoints.

Send timely reminders

Automated WhatsApp nudges for incomplete documents or fee payment.

Enhance customer satisfaction

Speeds up issue resolution and inquiry handling, leading to higher customer satisfaction and positive brand perception.
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Automated Reminders & Follow-Ups

Schedule reminders for follow-ups, document collection, renewal alerts, or premium due dates sent via email, WhatsApp, or SMS.
Marketing Automation

Automate repetitive tasks

Streamlines routine tasks, freeing up time for strategic activities and ensuring consistency in customer communication.

Pre-designed workflows and templates

Accelerates processes with ready-to-use workflows and templates, enhancing efficiency and reducing manual effort.

Focus on closing deals

Allows sales teams to concentrate on high-value activities by automating administrative tasks, driving productivity and sales growth.

Reduce errors and delays

Minimizes human error and expedites task completion through smart automation, improving overall operational efficiency.
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Manage Policies Like a Pro

Create ‘deals’ for each insurance lead to track product quoted, premium offered, agent assigned, and client stage.
Deal Management

Score and prioritize leads

Evaluates and ranks leads by potential, focusing sales efforts on the most promising opportunities for higher conversion rates.

Track every stage of the sales funnel

Monitors sales pipeline progress in real-time, providing up-to-date insights and enabling proactive management.

Set reminders for timely follow-ups

Ensures consistent follow-ups with automated reminders, reducing lead loss and maximizing conversion opportunities.

Close deals faster

Accelerates deal closure by offering a comprehensive view of the customer journey, enabling more effective and timely interactions.
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Send Premium Quotes & Payment Links

Generate course-wise fee quotes and send branded invoices with scholarship adjustments. Integrated with Razorpay/PayU.
Quotes & Invoices
Quotes & Invoicing

Quotes & Proposals

Design polished proposals and quotes, enhancing professionalism and increasing the likelihood of client approval.

One-click Invoice creation

Streamline billing by converting quotes into invoices instantly, reducing errors and accelerating the payment process.

Customer portal

Provides clients with a self-service portal to view invoices, quotes, and payment history, enhancing transparency and convenience.

Generate Receipts

Automatically generates and sends receipts for each payment, ensuring clients receive timely and official proof of transactions.
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Collect Premiums Online Securely

Accept premiums via UPI, credit card, or bank—track each transaction inside the CRM.
Payment Gateway

One-click payments

Enables seamless payment collection directly from quotes and invoices, simplifying the payment process for clients.

Reduce errors

Minimizes errors and delays associated with manual payment processing, ensuring smoother transactions & improved cashflow.

Increased Compliance

Ensures secure and compliant payment processing, adhering to industry standards and protecting sensitive data.

Real-time Updates

Offers real-time payment confirmations and updates, keeping clients informed and streamlining workflows.
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Support Portal for Policyholders

Provide seamless assistance for claims, endorsements, renewal queries, and post-sale support.
Ticketing Software
Helpdesk & Ticketing

Run 24x7 IT Service Desk

Provides round-the-clock IT support, ensuring continuous assistance and quick resolution of technical issues.

Self-Service Portal

Empowers users with a self-service portal and comprehensive knowledge base, enabling them to find solutions independently and reducing support ticket volume.

Automated Ticket Routing

Efficiently manages ticket distribution through both automated and manual assignment, ensuring timely and appropriate handling of support requests.

Automation With Workflow

Streamlines IT service processes with workflow automation, enhancing efficiency, reducing manual effort, and improving overall service delivery.
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Agent Visit Management

Log agent visits to client locations, with geo-tagged check-ins, call notes, and updates.
Employee Tracking Solution
Field Staff Tracking

Real-time Tracking

Monitor employee activities and asset locations in real-time, ensuring transparency and accountability.

Schedule Field Counselling Routes

Streamline the scheduling process, optimizing appointment times and routes to maximize field staff productivity.

Attendance Timesheet

Build timesheets with visit logs, geo-location tagged clock-in/out reports for better labour compliances & payroll.

Conveyance Calculator

Automatically calculate the distance travelled by the employees with the help Google Maps based distance calculator.
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24×7 Insurance Sales Chatbot

Answer FAQs about policies, claims, documents, and renewal dates—on website & WhatsApp.
Website Chatbot | WhatsApp Chatbot
AI Chatbot For website and whatsapp

Quick, Personalized Customer Responses

Delivers swift, precise, and tailored responses, enhancing customer satisfaction through efficient communication.

24/7 Customer Support

Offers round-the-clock customer support, resolving queries anytime and from any location, ensuring continuous assistance.

Reduce Operational Costs

Lowers operational expenses by automating routine tasks like FAQs and order processing, increasing efficiency and reducing manual effort.

Natural Language Processing

Chatbot with NLP enhances customer satisfaction by providing quick, accurate, and personalized responses, addressing queries efficiently.
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Comprehensive Suite

20+ CRM Tools For Your Business

Stop juggling multiple subscriptions. Access the best CRM tools to run all key processes—from sales & marketing to support, invoicing, and inventory—in one place.

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ZNI CRM Features Dashboard

Not Just Your Leads, Manage Your Staff As Well

Track your business & employees and take them to the next level with the help of our awesome employee management tools.

Sales Automation

Analyse and automate your sales in just few steps. TeamSpoor is one of the leading sales automation software.
Sales Tracking

Field Force Management

Manage your field force right from your mobile. Tracking to dispatch management, everything is covered.
Field Force Management

HRMS

Mobile GPS based attendance, expense management, payroll, leave management. You name it, we have it.
Employee Management

Why Should You Trust ?

There are plenty of CRM service providers then why should you invest your money in ZNICRM?

Affordable
Feature Rich
Fast & Secure
Customisable
Multi-User
Easy
Mobile Friendly
24x7 Support
Experience

Ready to Supercharge Your Business?

Start your free trial today and see how our CRM transforms your operations!

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Lead Generation Lead Distribution Lead Management Marketing Automation Deal Management Quotes & Invoicing Payments Helpdesk & Ticketing Employee Tracking AI Chatbots
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