GrowEzy — Insurance CRM for Agents & Brokers

Insurance CRM for Agents & Brokers

Never Miss a Renewal. Close More Leads. Grow Faster.

GrowEzy is the cloud CRM built for Indian insurance agents and brokers — manage customers, renewals, leads, quotes, and commissions in one place.

Trusted by insurance professionals across India

Missed Renewals

Policies slip through the cracks when you track renewals in spreadsheets and WhatsApp chats.

Scattered Leads

Leads from calls, referrals, and walk-ins live in different places — follow-ups get lost.

No credit card
Free onboarding

What You Get

One Platform for Your Entire Insurance Practice

Customers, renewals, leads, quotes, campaigns, and commissions — built for how agents and brokers in India actually work.

Customers

Complete customer profiles with policies, documents, and communication history in one place.

Renewals

Calendar view with color-coded renewal status, alerts, and one-click follow-up actions.

Leads

Capture, assign, and track leads from first contact to policy conversion.

Quotes

Generate and share quotes quickly, compare plans, and close faster.

Campaigns

Run targeted SMS and email campaigns to the right customers at the right time.

Commission

Track commissions by policy, agent, and insurer with clear payout reports.

Mobile Apps

Your Agency Business, Always With You

Android and iOS apps with renewals, leads, WhatsApp, and SMS — so you stay productive between client visits.

View Features

How It Works

Get Started in Three Simple Steps

Sign Up Free

Create your GrowEzy account in minutes. No credit card required to start.

Add Your Book

Import policies from Excel or add customers one by one — your data, your control.

Run Your Agency

Track renewals, follow leads, and send campaigns from day one.

Why GrowEzy

Built for How Insurance Agents Actually Work

Stop juggling spreadsheets and WhatsApp chats. Get professional tools without enterprise complexity or cost.

Book Free Demo

On the Go

Run Your Insurance Business From Anywhere

Access policies, renewal alerts, leads, and commissions from your phone — anytime, anywhere.

View and manage policies, renewals, and client details on the go
Get instant renewal alerts before policies lapse
Track leads and commissions in real time

Book Free Demo

Pricing

Plans That Scale With Your Agency

Clear pricing for individual agents, brokers, and multi-branch teams across India.

Monthly
Yearly Save 23%

Basic Package

Perfect for individuals, freelancers, small teams starting the Starter plan.

$
30
/per month cost

Start 14th Days Free Trial

No credit card required

Maximum 1 User Services
Basic Dashboard Access
Limited Integrations
Community Support
Simple Collaboration

popular

Professional Package

Best for growing businesses that need more power and flexibility.

$ 49 /per month cost

Start 10th Days Free Trial

No credit card required

Maximum 3 User Services
Basic Dashboard Access
Limited Integrations
Community Support
Simple Collaboration

Enterprise Package

Tailored for multi-branch agencies and large teams.

$ 98 /per month cost

Get Started This Package

No credit card required

Maximum 7 User Services
Basic Dashboard Access
Limited Integrations
Community Support
Simple Collaboration

Basic Package

Perfect for individuals, freelancers, small teams starting the Starter plan.

$ 299 /per year cost

Start 14th Days Free Trial

No credit card required

Maximum 1 User Services
Basic Dashboard Access
Limited Integrations
Community Support
Simple Collaboration

popular

Professional Package

Best for growing businesses that need more power and flexibility.

$ 499 /per year cost

Start 10th Days Free Trial

No credit card required

Maximum 3 User Services
Basic Dashboard Access
Limited Integrations
Community Support
Simple Collaboration

Enterprise Package

Tailored for multi-branch agencies and large teams.

$ 998 /per year cost

Get Started This Package

No credit card required

Maximum 7 User Services
Basic Dashboard Access
Limited Integrations
Community Support
Simple Collaboration

Trusted Voices

Agents & Brokers Growing With GrowEzy

Real results from insurance professionals across India.

“Renewals are easier to track now.”

“Nothing gets missed — my retention rate improved significantly.”

Rajesh Kumar,

LIC Agent, Mumbai

“The mobile app helps me work from anywhere.”

“I close leads faster and my team stays aligned.”

Priya Mehta,

Insurance Broker, Delhi

“Simple, fast, and worth every rupee.”

“Our whole team switched from spreadsheets in one week.”

Suresh Patel,

LIC Agent, Mumbai

"Streamlined our workflow and saved us hours!"

"The platform is incredibly easy use an helped automate repetitive tasks. It’s essential part of our daily operations."

Emily Carter,

Manager

“Renewals are easier to track now.”

“Nothing gets missed — my retention rate improved significantly.”

Tony Adam,

Developer

"Exceptional support and real results."

"We've tried tools before, but none matched the service and performance here — both improved significantly."

Jason Miller,

Designer

“Simple, fast, and worth every rupee.”

“Our whole team switched from spreadsheets in one week.”

Anna Kean,

LIC Agent, Mumbai

FAQs

Questions Agents Ask Before Switching

Quick answers about GrowEzy — what it is, who it is for, and how it helps your insurance business.

Book Free Demo

1. What is GrowEzy?

A cloud-based CRM built for insurance agents and brokers in India. Manage customers, renewals, leads, quotes, campaigns, and commissions in one platform.

2. Is it cloud-based?

Yes. GrowEzy runs in any browser and syncs across all your devices. No installation or IT setup required.

3. Who can use it?

Individual agents, brokers, and multi-branch agencies. Role-based access lets you control what each team member can see and do.

4. Is there a mobile app?

Yes. Full-featured Android and iOS apps are available on Google Play and the App Store.

5. How secure is my data?

We use encryption, regular backups, and role-based access controls. Your customer and policy data stays protected.