Retain More Clients, Grow Your Book
Vedain reminds you of every renewal, tracks every policy, and flags cross-sell opportunities before your clients shop around.
Everything your industry needs, out of the box
No lengthy configuration. Your pipeline, fields, and workflows are ready when you sign up.
Renewal & Expiry Alerts
Automated reminders 90, 60, and 30 days before policy expiry ensure you never lose a renewal to inaction.
Policy Type Tracking
Tag contacts by life, health, motor, or commercial lines and filter your pipeline by product at any time.
Cross-Sell Pipeline
A dedicated pipeline stage surfaces clients ready for an upsell or a new product line, boosting revenue per client.
Claim History Log
Log claim events on the contact timeline so your team knows each client's history before making the next call.
Your pipeline, pre-configured
Sign up and find these stages already set up and ready to use.
Vedain made renewals automatic. My retention rate climbed from 78% to 91% within six months.— Insurance Broker, Mumbai
Frequently asked questions
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