🚀 Enterprise CRM
AI Powered Insurance Platform
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A
Admin
User

🚀 PolicyWali CRM V7

AI Powered Insurance Enterprise Dashboard

🤖 PolicyMitra AI Active
👥
CUSTOMERS
17
Registered customers
→
📄
POLICIES
18
Total insurance policies
→
💰
PREMIUM
₹ 1,245,260
Total premium collection
→
💵
COMMISSION
₹ 145,315
Total commission earned
→
🎯
LEADS
18
Sales opportunities
→
🚨
CLAIMS
6
Total insurance claims
→
🔔
RENEWALS
0
Upcoming policy renewals
→
👨‍💼
AGENTS
8
Insurance sales team
→
⚡ Quick Actions
Frequently used CRM actions
👥 Add Customer
📄 Add Policy
🎯 Add Lead
🚨 Add Claim
🎯 Lead Intelligence Center
Latest 6 leads • Follow-up • Communication
18 Total Leads Manage Leads →
P
Pooja Mehta
📱 9876502005
New
❄️ Cold
Score
45/100
Follow-up
📅 29 Aug 2026
Source
Google
📞 Call 💬 WhatsApp ✉ SMS
K
Kiran Jadhav
📱 9876502004
New
⚡ Warm
Score
68/100
Follow-up
📅 27 Aug 2026
Source
Facebook
📞 Call 💬 WhatsApp ✉ SMS
R
Rohan Shah
📱 9876502003
Follow-up
⚡ Warm
Score
76/100
Follow-up
📅 25 Aug 2026
Source
Referral
📞 Call 💬 WhatsApp ✉ SMS
N
Neha Patil
📱 9876502002
Contacted
🔥 Hot
Score
88/100
Follow-up
📅 24 Aug 2026
Source
WhatsApp
📞 Call 💬 WhatsApp ✉ SMS
S
Sagar Deshmukh
📱 9876502001
New
🔥 Hot
Score
92/100
Follow-up
📅 23 Aug 2026
Source
Website
📞 Call 💬 WhatsApp ✉ SMS
A
Agent 3 Lead
📱 9999999977
New
🔥 Hot
Score
80/100
Follow-up
No follow-up
Source
CRM
📞 Call 💬 WhatsApp ✉ SMS
💰 Revenue Intelligence
Premium vs Commission
💎 Insurance Portfolio
Policies by insurance type
📊 Insurance Revenue Share
Revenue distribution by insurance type
📈 Policy Growth
Monthly policy generation
✨ PolicyWali Premium Agent Tools
Daily tools designed to help insurance agents work faster
🎯
Lead Follow-up Manager

आजचे, overdue आणि upcoming lead follow-ups एका ठिकाणी manage करा.

👥
Customer 360

Customer contact, policies आणि insurance information पटकन पाहा.

🔔
Renewal Control

जवळ येणाऱ्या policy renewals वर लक्ष ठेवा आणि customer ला contact करा.

🚨
Claims Control

Pending, approved आणि rejected claims व्यवस्थित track करा.

📊
Business Reports

Premium, policies, customers आणि business performance reports पाहा.

💰
Premium Tracker

Premium collection आणि insurance business mix वर लक्ष ठेवा.

📋
Daily Business Tracker

आजचे customers, policies, leads, follow-ups आणि business activity एकाच ठिकाणी track करा.

👨‍💼
Agent Management

Sales team मधील agents आणि त्यांच्या business activity manage करा.

📋
Policy Management

Active, pending, expired आणि renewed policies एका ठिकाणी manage करा.