Complete Feature Suite

Engineered for Modern Insurance Advisors

Discover how InsurMantra turns your Android smartphone into a powerful 24/7 insurance management hub.

1. Client Management & Family Tagging

Maintain structured client profiles with contact numbers, addresses, birthdays, and anniversaries. Group clients into family trees so you can analyze household policy coverage at a glance.

Client CRM

2. Multi-Insurer Policy Management

Log policies across Life, Health, Motor, Travel, and General insurance. Track sum assured, premium frequency, policy tenure, nominee details, and maturity dates seamlessly.

Policy Tracker

3. Automated WhatsApp & SMS Reminders

Eliminate policy lapses! Dispatch custom-crafted renewal messages to clients on WhatsApp with 1 tap. Pre-populates policy numbers, due amounts, and payment links automatically.

Retention Engine

4. Claims Settlement Tracking

Track client claim requests from initiation to approval. Store TPA claim numbers, hospital cashless approvals, and document checklists directly in the app.

Claim Lifecycle

5. Create Advisor Account & Cloud Sync

Register your advisor profile securely using Firebase Authentication to sync client and policy records safely across devices.

Secure Onboarding

6. Client PDF Reports & Portfolios

Generate beautiful PDF policy summary statements branded with your agency name and phone number. Share directly with clients on WhatsApp or Email.

PDF Exporter

7. Encrypted Cloud Sync & Restore

Automatic background data synchronization to your personal Google Drive account. Switching phones? Restore your entire database in under 30 seconds.

Zero Data Loss

8. Biometric & PIN Protection

Keep confidential client financials safe with Android fingerprint authentication, face unlock, and a custom 4-digit security PIN lock.

Bank Grade Security

9. Executive Business Analytics

Get visual monthly renewal charts, policy growth trends, client acquisition velocity, and premium collection breakdowns by insurance vertical.

Visual BI

10. Eye-Comfort Dark Theme

Working late in the evening? Switch to InsurMantra's OLED dark mode to reduce eye strain and preserve phone battery life.

Night Vision

11. Instant Global Search

Search millions of records instantly by client name, mobile number, vehicle number, policy number, or insurance company in under 10 milliseconds.

Sub-Second Lookup

12. Smart Daily Alerts & Wish Center

Receive daily morning notifications for policy maturity due dates, grace period deadlines, and client birthday/anniversary greeting templates.

Relationship Building

Experience All Features on Your Android Phone

No credit card or complex setup required. Get started in under 60 seconds.

Download App on Google Play