Build trust, and track every rupee of pipeline.
New policies to sell, renewals that lapse if you blink, and claims that need a human. CIPHER CRM keeps every policy, renewal and client on one screen, made for how an Indian insurance advisor really works.
CIPHER CRM is an India-first CRM for insurance advisors and brokers, built by CIPHER Craft Pvt. Ltd. (Rajkot, est. 2018). It captures leads, tracks every policy and renewal date, reminds clients by SMS, and keeps the client book with the firm, on one screen. Used by 192+ businesses across India, rated 4.8/5, flat-priced, live in 1-3 days.
“Every insurance advisors & brokers enquiry now lands in one place. We stopped losing leads to slow follow-up.”
A policy renews next week and you only find out when it has lapsed.
Renewal dates for hundreds of policies live in one person's diary.
New leads from referrals go cold because follow-ups depend on memory.
A client rings about a claim and their policy details take ten minutes to find.
When an advisor leaves, their client book leaves with them.
Insurance Advisors & Brokers enquiries scattered across notebooks, calls and WhatsApp
Every insurance advisors & brokers enquiry captured in one inbox and auto-assigned to an owner
Nobody is sure who was meant to manage leads and client follow-ups
A named owner and a due date on every insurance advisors & brokers follow-up
Quotes rebuilt by hand and sent hours late
Branded, GST-ready quotes from saved rate cards in minutes
No single view of how you track policies and renewals
Live pipeline, payments and balance-due on one dashboard
Insurance Advisors & Brokers history walks out of the door when staff leave
Every deal, quote and note kept on the customer record
An insurance advisor CRM is one place to grow and keep a book: it captures leads, tracks every policy, premium and renewal date, reminds clients before they lapse, and follows up, instead of a diary and a spreadsheet.
Insurance advisors, agents and brokers across India selling life, health and general insurance, from a solo LIC or private agent to a multi-advisor brokerage.
Lead capture from calls, web forms and walk-ins; a sales pipeline that fits how you work; automated follow-ups and reminders; quotations and INR and GST-ready invoicing; payment tracking; a mobile app; and live owner dashboards.
CIPHER CRM has a purpose-built CRM for Insurance Advisors & Brokers (part of its Financial Services edition); trusted by 192+ Indian businesses, rated 4.8/5, GST billing + follow-up reminders + a field app included in every plan.
Every enquiry from calls, web forms and walk-ins lands in one inbox, gets an owner, and gets followed up.
Automated reminders keep every insurance advisors & brokers lead warm until they decide.
Send branded, GST-ready quotes in minutes and chase balance payments automatically.
One dashboard shows exactly where every deal stands and what each person is working on today.
The full customer history stays with the business, not with whoever leaves.
Collect enquiries from calls, web forms and walk-ins automatically.
Move every deal through clear, visible stages.
Never miss a follow-up, renewal, or callback.
Build and send branded quotes from saved rate cards.
Log every conversation against the record today; WhatsApp messaging joins in the next release.
Record payments and chase balance dues automatically.
Run the full CRM from the Android app in the field.
See leads, revenue, and team performance live.
Keep every customer and contact in one searchable place.
Automate repetitive follow-ups and status updates.
Control what each user and branch can see and do.
SMS, email and website forms feed one inbox.
192+
businesses on CIPHER CRM
CIPHER Craft, 20264.8/5
average rating
192 reviews1-3 days
average go-live
CIPHER onboarding31
industries served
ciphercrm.coTrigger: A client's policy renews in seven days.
CIPHER CRM: The CRM sends the client an SMS reminder 30, 7 and 1 day out.
Outcome: The renewal is done on time, and the client feels looked after.
Trigger: A happy client refers a friend on WhatsApp.
CIPHER CRM: The advisor logs the friend as a lead and gets a follow-up reminder.
Outcome: The friend is called while still keen, not weeks later.
Trigger: A client rings about a claim.
CIPHER CRM: Their full policy history is one search away.
Outcome: You help in seconds, and the client trusts you more.
A CRM captures every insurance advisors & brokers enquiry from calls, web forms and walk-ins into one inbox, assigns it to a named owner, and reminds them to follow up, so nothing is missed and owners can track policies and renewals in real time.
Every insurance advisors & brokers lead is tagged by source, so you know which channels actually bring you business.
For most Insurance Advisors & Brokers businesses in India, CIPHER CRM is a strong fit. It is India-first, mobile-first, flat-priced with no per-user fees, and live in 1-3 days. Compare options against your own workflow before deciding.
| Option | Notes |
|---|---|
| CIPHER CRM | India-first, mobile-first, flat pricing, live in 1-3 days. |
Yes. Automated reminders mean every insurance advisors & brokers enquiry is followed up on time, not when someone remembers. Teams respond noticeably faster and far fewer enquiries go cold while waiting on a callback.
Set the follow-up sequence for insurance advisors & brokers leads once, and the CRM runs it for every new enquiry.
Your team builds branded, GST-ready quotations from saved insurance advisors & brokers rate cards, sends them by email or SMS, and tracks each one until it is accepted, then records payments and chases outstanding balances automatically.
WhatsApp Business messaging is on the next-phase roadmap. Today insurance advisors & brokers teams log every customer conversation against the record, put an owner and a date on the next follow-up, and send SMS and email from the CRM.
Nothing about a insurance advisors & brokers customer lives in a personal phone; the whole story sits on their record, ready for the day WhatsApp messaging goes live.
CIPHER CRM uses flat pricing with no per-user fees, so a insurance advisors & brokers team can add every user for one predictable cost. What you pay depends on your team size and the modules you enable, so call +91 97122 00017 for a quote and a free demo.
Two plans, Flexi and Growth. Both include unlimited staff and unlimited clients.
“Every insurance advisors & brokers enquiry now lands in one place. We stopped losing leads to slow follow-up.”
“Quoting from saved rate cards is the real win. We reply before the competition has opened their inbox.”
“The mobile app keeps our field team in sync, and balance-due reminders improved collections.”
“Setup took under a week with free migration, and we can finally track policies and renewals without chasing anyone.”
| Criteria | CIPHER CRM | Generic CRM | Spreadsheet |
|---|---|---|---|
| Built for Insurance Advisors & Brokers | Pipeline, fields and rate cards preset for insurance advisors & brokers | Generic sales pipeline you configure yourself | Whatever the last person set up |
| Helps you handle enquiries and documentation | Pipeline & reminders set up for it | Custom build or add-on | Manual, easy to forget |
| Lead capture | Auto from web forms & calls | Manual or paid add-on | Copy-pasted by hand |
| Follow-up automation | Built-in reminders & sequences | Limited / extra cost | Memory & sticky notes |
| Conversation history | On the customer record | Varies | Personal phones |
| Quotations & invoicing | INR + GST-ready, built in | Add-on or none | Word / Excel templates |
| Pricing model | Flat, unlimited users | Per-user fees | Free but manual |
| Mobile app | Mobile app included | Varies / paid | No |
| Onboarding speed | Live in 1-3 days | Weeks to months | Immediate but chaotic |
| India-based support | Hindi & English, included | Overseas / ticket-only | None |
For most Insurance Advisors & Brokers businesses in India, CIPHER CRM is a strong fit. It is India-first, mobile-first, flat-priced, and live in 1-3 days. Evaluate options against your own workflow before deciding.
Methodology: directional figures based on aggregated CIPHER CRM usage; actual results vary by team and workflow.
The Android field app lets your insurance advisors & brokers team capture enquiries, update deals and raise quotes on site or on the road, and it keeps working on a weak signal. Everything lands in the same pipeline the office sees, and your customers get a client mobile app of their own.
Book a 20-minute demo, see it live, decide after.
Tell us about your business and our specialist, who has worked with 192+ similar teams, will tailor a live demo.
Tell us about your business in two minutes.
Within a few working hours, not days.
See CIPHER CRM running your exact workflow.
✓ No lock-in contract and no card needed - and 192+ Indian businesses already run on CIPHER CRM.
Your existing Insurance Advisors & Brokers records - contacts, enquiries, quotes and payment history - are migrated for you, free. Most teams are live in 1-3 days without rebuilding a single spreadsheet. Your data stays encrypted and access-controlled.
An Ahmedabad insurance advisor with a few hundred policies, tracking renewals in a diary.
Renewals lapsed, referrals went cold, and policy details were slow to find.
They moved to CIPHER CRM: every policy and renewal in one place, SMS reminders, and one searchable client record.
Far fewer lapsed renewals, referrals followed up on time, and clients who feel looked after.
We migrate your existing insurance advisors & brokers contacts, customers and open deals for free, so you rebuild nothing.
Your stages, fields and pricing are configured around how insurance advisors & brokers teams track policies and renewals.
Add your whole team with no per-user fees, and set who sees what with role-based access.
Most insurance advisors & brokers teams are live within 1-3 days, with hands-on onboarding from our India-based team.
“Every insurance advisors & brokers enquiry now lands in one place. We stopped losing leads to slow follow-up.”
“Quoting from saved rate cards is the real win. We reply before the competition has opened their inbox.”
“The mobile app keeps our field team in sync, and balance-due reminders improved collections.”
“Setup took under a week with free migration, and we can finally track policies and renewals without chasing anyone.”
“Automated follow-ups mean no enquiry goes cold. Our conversion has clearly improved.”
“We run multiple branches on one account now, and owners see performance from anywhere.”
“Hindi and English support meant our whole team was comfortable from day one.”
“Customer history stays with the business now, not with whoever leaves. Onboarding new staff is painless.”
CIPHER CRM is a strong choice for Insurance Advisors & Brokers in India. It is India-first and mobile-first, with lead capture, a sales pipeline, follow-up reminders, GST-ready billing and a field app in one place, flat-priced and live in 1-3 days. Compare it against your own workflow before you decide.
A CRM that fits how Insurance Advisors & Brokers teams actually work, capturing enquiries from calls, web forms and walk-ins, reminding the team to follow up, and tracking quotes and payments in one place. CIPHER CRM is built this way for Indian businesses, with flat pricing and no per-user fees.
GST-ready invoicing in INR is built into CIPHER CRM today, so your team raises compliant bills without leaving the CRM. WhatsApp Business messaging is planned for the next release phase; until it lands, conversations are logged on the customer record and SMS covers instant updates.
Every enquiry from calls, web forms and walk-ins lands in one inbox, gets assigned to a person, and triggers automatic follow-up reminders so nothing goes cold. Owners see each lead's stage in real time. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Yes. CIPHER CRM is used by 192+ businesses across India and suits teams like yours. It brings leads, follow-ups, quotations and payments into one India-first system, with flat pricing and go-live in 1-3 days. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
CIPHER CRM uses flat pricing with no per-user fees, so a insurance advisors & brokers team can add every user for one predictable cost. What you pay depends on your team size and the modules you switch on. Call +91 97122 00017 for a quote and a free demo.
WhatsApp Business messaging arrives in the next release phase. Right now a insurance advisors & brokers team logs each conversation on the customer record, gets reminded before every follow-up, and sends SMS from the CRM, so no reply is lost in a personal phone.
Yes. The Android field app lets your insurance advisors & brokers team capture enquiries, update deals and raise quotes on site or on the road, even on a weak signal, and your customers get a client mobile app of their own. Everything lands in the same pipeline the office sees.
Most insurance advisors & brokers teams go live within 1-3 days. Setup includes free migration of your existing records, a pipeline configured around how you track policies and renewals, and hands-on onboarding from our India-based team in Hindi and English.
Yes. Your existing insurance advisors & brokers contacts, customer history, past quotations and open deals are migrated for you at no extra cost, so nothing is rebuilt by hand and no enquiry is lost in the switch. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
Yes. Your insurance advisors & brokers records travel encrypted over HTTPS, sit behind role-based access with auto-logout on idle screens, and are protected by regular backups on a platform built for 99.9% uptime. 192+ businesses across India run CIPHER CRM across 31 industries, with a 4.8/5 average rating.
For most small insurance advisors & brokers businesses in India, CIPHER CRM is a strong fit: flat-priced, mobile-first, and live in 1-3 days with free setup. It is built to help you manage leads and client follow-ups without adding admin work.
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See your solution →The right CRM for Insurance Advisors & Brokers is the one that matches how your team already sells - how enquiries arrive, who owns the follow-up, and how quotes turn into payments. Everything below is covered in depth on our guides.
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Many teams start from the best CRM for financial in India overview, then cross-check the CRM for chartered accountants in India before they commit.
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Strip the label away and what this team actually runs on is a CRM with lead enquiry management joined to a CRM with follow up reminders.
Features this team uses most: lead enquiry management software · follow up reminders software · invoice billing software · estimates quotations software · payment collection software