Trusted by 2500+ insurance professionals
Turn Your Insurance Business Into a Growth Machine
For Insurance Advisors, Mutual Fund Distributors, and Financial Planners who want to 10X their sales, get 50+ appointments every month, and automate everything with one powerful platform.
WHY INSURANCE ADVISORS STRUGGLE
Are You Facing These Challenges Too?
Most insurance professionals waste time and miss opportunities because of outdated methods. See if any of these sound familiar...
Too Much Manual Work
Spending hours on manual follow-ups, data entry, and repetitive tasks instead of meeting clients.
Wastes 15+ hours/week
Missed Follow-ups
Losing clients because you forgot to follow up at the right time or missed renewal reminders.
Costs ₹50,000+ in lost commissions
Too Much Manual Work
Struggling to find qualified prospects and constantly hunting for new business opportunities.
Limits your income potential
Client No-Shows
Appointments that don't show up waste your valuable time and energy that could be spent closing sales.
30-50% no-show rate
Too Many Tools
Juggling between different software for WhatsApp, CRM, email, landing pages, and appointments.
Wastes ₹10,000+/month
No Online Presence
Lacking a professional website or landing pages to capture leads and look credible in today's digital world.
Lose potential clients to competition
There's a Better Way to Grow Your Insurance Business
What if you could automate your follow-ups, get consistent leads, book more appointments, and save hours of work - all from one platform?
ALL-IN-ONE SOLUTION
Everything You Need to Grow – Packed in One Tool
Stop juggling multiple tools. Our platform combines everything you need to attract, convert and retain insurance clients.
Website & Landing Page Builder
Drag & drop builder - no tech skills needed
1000+ templates for insurance & financial services
Mobile-optimized designs that convert leads
CRM with Sales Pipeline
Track every lead from first contact to sale
Organize client details & policy information
Never miss a follow-up or renewal again
WhatsApp & Email Automation
Send personalized follow-ups automatically
Automatic renewal reminders to boost retention
Ready-to-use message templates for every scenario
Appointment Booking System
Get 50+ qualified appointments every month
Achieve 70-80% show-up rate with automated reminders
Let clients book themselves 24/7 on your calendar
Workflow Automation
Create automated workflows for any process
Assign tasks automatically to team members
Social media auto-replies & scheduled posts
Analytics & Reporting
Track your sales performance in real-time
Identify which lead sources perform best
Monitor renewal rates & client retention
REAL RESULTS, REAL GROWTH
Why Insurance Professionals Trust Us
Our clients don't just use software - they transform their businesses. Here's what you can expect:
50 +
Qualified Appointments Every Month
Our booking system and lead generation tools work together to fill your calendar with qualified prospects who are actually interested in your services.
"I used to struggle getting 5-6 meetings a month. Now I consistently book 50+ qualified appointments with serious buyers."
- Rajesh P., LIC Advisor, Mumbai
10 X
More Sales Without Extra Work
Automation handles your follow-ups, reminders, and client nurturing, giving you more time to focus on closing deals and building relationships.
"My sales increased 10X within 3 months of using this platform. The best part? I'm working fewer hours than before."
- Sunil K., Mutual Fund Distributor, Delhi
Save Money - All Tools In One
Stop paying for multiple tools. Our platform combines everything you need at a fraction of the cost.
Save ₹8,000-15,000/month
Automated Follow-ups
Set it and forget it! Our system automatically follows up with leads and clients at the perfect time.
Save 20+ hours/week
Too Much Manual Work
Automatic renewal reminders and personalized communication increase client loyalty and referrals.
95% client retention rate
SUCCESS STORIES
What Insurance Professionals Are Saying
Don't just take our word for it. Here's what insurance advisors like you have achieved with our platform.
Amit M.
LIC Agent, Mumbai
"I was skeptical at first, but this platform completely transformed my insurance business. I've gone from struggling to get 4-5 clients a month to closing 20+ policies every month. The automated follow-ups alone have saved me hours of work."
2 months ago
Monthly sales increased by 300%
Priya K.
Financial Planner, Bangalore
"The website builder and landing pages have completely changed how I get clients. I used to rely on referrals, but now I get 10-15 qualified leads every day through my professional website. The appointment booking system has eliminated no-shows too!"
1 month ago
Lead generation increased 500%
Vikas G.
Mutual Fund Distributor, Pune
"As a new mutual fund distributor, I was struggling to find clients. With this platform, I now get consistent leads, and the CRM helps me stay organized. The WhatsApp automation keeps my clients engaged. My income has more than doubled in just 3 months!"
3 months ago
Income increased by 120%
BONUS VALUE
We Don't Just Give You Software, We Give You Knowledge
When you sign up today, you'll also get these exclusive bonuses that will help you maximize your results:
Insurance Sales Mastery Course
Learn proven strategies to close more deals and increase your conversion rates with this comprehensive training program.
₹15,000 FREE
10 video lessons
Objection handling scripts
Closing techniques
Ready-to-Use Campaign Templates
Get instant access to proven campaign templates for insurance lead generation, client nurturing, and renewals.
₹9,000 FREE
15 email sequences
Objection handling scripts
10 landing page templates
Insurance Sales Mastery Course
Learn how to use LinkedIn, Facebook, and Instagram to attract high-quality insurance and investment clients.
₹12,000 FREE
8 video modules
Content creation templates
Ad campaign strategies
SIMPLE PRCING
Affordable Plans. Maximum Growth.
Choose the plan that works best for your business. All plans include full access to all features.
Quarterly
₹7,999 /Quarter
Full access to all features
Unlimited leads & contacts
Free onboarding
All bonus courses included
Cancel anytime
Yearly Plan
₹24,999 /year
Save ₹6,997 compared to quarterly
Everything in Monthly Plan
2 months Extra (FREE)
Weekly Live Classes
Quarterly strategy calls
Free Access to Upcoming features
Both Plans Include:
Website & Landing Page Builder
CRM & Sales Pipeline
WhatsApp & Email Automation
Appointment Booking System
Workflow Automation
GGG
FREQUENTLY ASKED QUESTIONS
Got Questions? We've Got Answers.
Here are the most common questions we get from insurance professionals like you.
Do I need technical knowledge to use this platform?
Not at all! Our platform is designed to be extremely user-friendly. The website builder uses drag-and-drop functionality, and all automation features are set up with simple templates. We also provide comprehensive training and onboarding to get you started quickly.
Do I need other tools besides this platform?
No, our platform is an all-in-one solution that replaces multiple tools. It includes website building, CRM, WhatsApp automation, email marketing, appointment booking, and more. You won't need to pay for separate tools, saving you thousands of rupees every month.
How quickly can I expect to see results?
Most of our clients start seeing significant improvements within the first 30 days. The appointment booking system and lead generation tools typically show the fastest results, while the automation features gradually improve your efficiency and client retention over time.
Can I cancel my subscription if I'm not satisfied?
Yes, you can cancel your subscription at any time. Once you cancel, no future payments will be charged. However, please note that as per our Refund & Cancellation Policy, payments already made (monthly, annual, or one-time) are non-refundable. Your access to the platform will remain active until the end of the current billing period.
Is my data secure on your platform?
Absolutely. We take data security very seriously. All your client data is encrypted and stored securely. We comply with all data protection regulations and never share your information with third parties. You maintain complete ownership of your data at all times.
Still have questions? We're here to help!
ABOUT US
Meet the Vision Behind the Platform
Learn about our mission to transform how insurance professionals grow their business.
SIMRANDEEP KAUR
Founder & CEO
I am the Founder of Insure Funnel CRM, bringing over 5 years of experience in digital marketing, performance growth, and business automation. With a strong background in IT and a proven track record in driving ROI-focused campaigns, I specialize in creating strategies and systems that help businesses scale profitably in competitive markets.
At Insure Funnel CRM, my vision is to simplify technology for insurance professionals and entrepreneurs—empowering them to generate leads, manage clients, and close sales faster through automation. By combining data-driven decision-making with innovative digital strategies, I focus on building tools that not only boost efficiency but also unlock new growth opportunities.
Passionate about entrepreneurship and innovation, I continue to work on bridging the gap between technology and business, enabling professionals to achieve sustainable success with smarter, automated solutions.
Today, Insure Funnel CRM has helped over 1,000 insurance advisors, mutual fund distributors, and financial planners transform their businesses and achieve 10X growth without working more hours.
GET IN TOUCH
Let's Connect
Have questions or need help? Reach out to our team and we'll get back to you quickly.
Contact Information
Email Us
care@insurefunnel.com
Office Address
Khanna, Ludhiana, Khanna, Punjab, India, 141401
Book a Free Demo
Schedule a personalized demo to see how our platform can transform your insurance business.
Ready to 10X Your Insurance Business?
Build Websites, Capture Leads, Automate Follow-ups, Book Appointments, and Close More Sales – All with One Software.
Website & Landing Page Builder
No Credit Card Required
Cancel Anytime
Insure Funnel
The all-in-one platform for insurance professionals to grow their business and automate their workflow.
Insure Funnel
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care@insurefunnel.in
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