Lead-to-policy CRM
Capture leads, assign agents, track quotations, and issue policies without switching tools.
Insurance CRM for modern agencies
Run your entire insurance book from one workspace
Policium helps agencies manage leads, policies, renewals, claims, and commissions — with role-based access for every branch and team.
No credit card required · Set up in under 10 minutes
14 days
Free trial
Multi-branch
Team structure
INR billing
Built for India
End-to-end
Lead to renewal
Features
Everything your team needs to scale
From first lead to renewal payout — one platform for operations, sales, and service.
Renewals on autopilot
Rules-driven renewal reminders, follow-ups, and performance reports keep your book healthy.
Claims & documents
Track claims end-to-end with document storage, version history, and audit-ready activity logs.
Commissions & settlements
Commission rules, agent statements, and settlement workflows built for agency operations.
Telecalling & campaigns
Dialer workflows, call dispositions, and WhatsApp/SMS campaigns from one workspace.
Branch-level RBAC
Roles for managers, agents, telecallers, and finance — scoped to branches and teams.
How it works
Go live in three steps
Create your workspace
Sign up in minutes with a 14-day free trial. Choose agent, agency, or company — and a plan that fits.
Set up branches & roles
Invite your team, assign branches, and configure permissions for every role.
Run your book of business
Manage leads, policies, renewals, and commissions from a single dashboard.
Pricing
Simple plans for every workspace size
Start with a 14-day free trial. Upgrade when your team is ready — billing in INR.
Ready to modernize your insurance operations?
Join insurance teams using Policium to close more policies and retain more customers.