Insurance CRM — 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.
Sound familiar?
These are the problems Vedain was built to solve.
Renewal reminders buried in email
When renewal dates live in spreadsheets and inboxes, brokers miss the 90-day window. A competitor reaches your client first, and the policy is gone.
Cross-sell opportunities invisible
A client with motor insurance may also need health or life cover — but without a CRM, those gaps are never surfaced and the opportunity is lost.
Claim history scattered across tools
When a client calls about a new policy, your agent has no quick access to their claim history. The conversation lacks context, and trust erodes.
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 or a slow follow-up. Each reminder triggers an assigned task so the right broker takes action at the right time. Vedain also logs every renewal conversation on the client timeline so your team always has context for the next call. You can customise the reminder schedule to match your product mix — different lead times for life versus motor policies.
Policy Type Tracking
Tag contacts by life, health, motor, or commercial lines and filter your pipeline by product at any time — no searching through folders or files. Custom fields capture policy number, insurer name, sum assured, and premium amount on every client record. When a renewal comes up, your broker has everything they need in one place before they pick up the phone. Reports slice your book by product type so you can see where your revenue is concentrated and where growth is possible.
Cross-Sell Pipeline
A dedicated pipeline stage surfaces clients ready for an upsell or a new product line, boosting revenue per client without adding headcount. Vedain lets you tag clients by coverage gaps — a motor-only client with children is a natural life insurance prospect. Use automated email sequences to nurture cross-sell prospects with relevant content until they are ready to convert. Your manager sees the full cross-sell pipeline in one dashboard alongside the renewal pipeline.
Claim History Log
Log claim events on the contact timeline so your team knows each client's history before making the next call — no more asking clients to repeat themselves. Claim notes include date, type, settlement amount, and current status, giving brokers instant context during renewal conversations. A complete claim history also helps you advise clients on appropriate coverage levels for the next policy period. All logs are searchable and filterable across your entire client base.
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
Start free today
Join thousands of businesses already growing with Vedain. Your 14-day free trial includes everything — no card needed.
Get started — it's free