AiGeenie

AiGeenie is the CRM Indian insurance advisors run their practice on. Every client, every policy, every renewal and every claim in one place — instead of a spreadsheet, a diary and a WhatsApp thread. WHAT IT DOES • Clients and households — contact details, KYC, nominees, family links • Policies — premiums, insurers, documents, the whole history • Renewals — a board that tells you what lapses this week, before it does • Claims — intimation to settlement, with the timeline your client asks about • Leads — enquiries from your own page, followed up on a date you set • Meetings — a booking page clients can use, synced to Google Calendar • Tasks — what you owe today, assigned to whoever is doing it • Your team — attendance, leave, holidays and the office visitors' register REMINDERS THAT REACH YOU A morning brief of the day ahead. A meeting an hour before it starts. A renewal while there is still time to save it. A task the moment a colleague assigns it to you — on your phone, whether or not the app is open. BUILT FOR INDIA GST invoicing. IRDAI insurer list. Indian mobile and PAN validation. Rupees formatted the way you write them. Available in English, Hindi, Marathi, Gujarati, Tamil, Telugu, Bengali and Punjabi. YOUR DATA IS YOURS Each practice sees only its own records, enforced by the database itself. Documents can be stored in your own Google Drive rather than ours.