Never miss a renewal or a lead again.
Motor, health and property enquiries land together, each needs quotes from a few insurers, and renewals across a mixed book fall due all year round. CIPHER CRM keeps every lead, quote and renewal on one screen, made for how an Indian general insurance broker really works.
CIPHER CRM is a purpose-built CRM for general insurance brokers, part of its Insurance edition from CIPHER Craft Pvt. Ltd. (Rajkot, est. 2018). It captures multi-line enquiries, tracks quote comparisons across insurers, reminds before every policy renewal, and chases every quote to a decision, on one screen. Used by 192+ businesses across India, rated 4.8/5, with GST billing and a mobile app in every plan, and live in 1-3 days.
“Every general insurance brokers enquiry now lands in one place. We stopped losing leads to slow follow-up.”
An enquiry needs quotes from three insurers, and comparing them by hand slows the reply.
A quote goes out and the follow-up slips, so the client buys elsewhere.
Renewals across a mixed book fall due all year, and some slide past unnoticed.
Cross-sell across lines, motor plus health, is missed because there is no single client view.
Client and policy history is scattered, so nothing is at hand when a client calls back.
General Insurance Brokers enquiries scattered across notebooks, calls and WhatsApp
Every general insurance brokers enquiry captured in one inbox and auto-assigned to an owner
Nobody is sure who was meant to manage leads and policy renewals
A named owner and a due date on every general insurance 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 clients and premium reminders
Live pipeline, payments and balance-due on one dashboard
General Insurance Brokers history walks out of the door when staff leave
Every deal, quote and note kept on the customer record
A general insurance broker CRM is one place to run a mixed book: it captures motor, health, property and other enquiries, tracks the quotes you gather from several insurers, reminds you before each policy renews, and keeps every client and policy in one record, instead of scattered files and spreadsheets.
General insurance brokers and agencies across India placing motor, health, property and miscellaneous cover for individuals and businesses, from a single-desk broker to a multi-line 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 General Insurance Brokers (part of its Insurance 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 general insurance 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 asks for the best motor cover across insurers.
CIPHER CRM: The enquiry is logged and the quotes gathered are kept together on the record.
Outcome: You reply with a clear comparison before a rival broker does.
Trigger: A health policy in the book is a month from renewal.
CIPHER CRM: The CRM reminds the broker early, with the policy and premium on record.
Outcome: The client renews with you instead of shopping around.
Trigger: A sent quote gets no reply for several days.
CIPHER CRM: A follow-up reminder prompts a call to the client.
Outcome: The enquiry is revived and converted rather than lost.
A CRM captures every general insurance 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 clients and premium reminders in real time.
Every general insurance brokers lead is tagged by source, so you know which channels actually bring you business.
For most General Insurance 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 general insurance 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 general insurance brokers leads once, and the CRM runs it for every new enquiry.
Your team builds branded, GST-ready quotations from saved general insurance 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 general insurance 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 general insurance 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 general insurance 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 general insurance 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 clients and premium reminders without chasing anyone.”
| Criteria | CIPHER CRM | Generic CRM | Spreadsheet |
|---|---|---|---|
| Built for General Insurance Brokers | Pipeline, fields and rate cards preset for general insurance brokers | Generic sales pipeline you configure yourself | Whatever the last person set up |
| Helps you handle enquiries and claims follow-ups | 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 General Insurance 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 general insurance 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 General Insurance 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.
A general insurance brokerage placing motor and health cover for individuals and small firms, tracking quotes in spreadsheets.
Quote comparisons were slow, follow-ups slipped, and renewals across the mixed book were missed.
They moved to CIPHER CRM: enquiries in one inbox, quotes kept together per client, renewal reminders, and follow-ups that fire on time.
Faster quotes, fewer lost enquiries, and renewals across every line handled on time.
We migrate your existing general insurance brokers contacts, customers and open deals for free, so you rebuild nothing.
Your stages, fields and pricing are configured around how general insurance brokers teams track clients and premium reminders.
Add your whole team with no per-user fees, and set who sees what with role-based access.
Most general insurance brokers teams are live within 1-3 days, with hands-on onboarding from our India-based team.
“Every general insurance 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 clients and premium reminders 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 General Insurance 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 General Insurance 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 general insurance 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 general insurance 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 general insurance 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 general insurance brokers teams go live within 1-3 days. Setup includes free migration of your existing records, a pipeline configured around how you track clients and premium reminders, and hands-on onboarding from our India-based team in Hindi and English.
Yes. Your existing general insurance 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 general insurance 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 general insurance 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 policy renewals without adding admin work.
How do you track enquiries today?
How often do follow-ups slip through?
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You'd see fast value from a CRM built for how you work. Most teams like yours go live in 1-3 days.
See your solution →The right CRM for General Insurance 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.
The key questions to ask any CRM vendor before you buy.
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If your work spills across trades, keep the best CRM for insurance in India guide open alongside this page - the CRM for life insurance advisors and agents in India covers the closest neighbouring line.
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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