FinTalk - Insurance Management System

Insurance Management Made Simple

Manage your insurance policies, clients, leads, and renewals all in one place. Built for insurance agents and finance advisors.

Powerful Features

Everything you need to manage your insurance business

Client Management

Manage all your clients in one place with detailed profiles and history.

Policy Management

Track all policies with renewal dates, premiums, and coverage details.

Renewal Tracking

Never miss a renewal with automated reminders and tracking.

Lead Management

Capture, track, and convert leads into clients efficiently.

Document Storage

Store and organize all policy documents securely in the cloud.

Analytics Dashboard

Get insights into your business with comprehensive analytics.

Simple Pricing

Pick a plan and request access in seconds

Starter

₹999 / mo

Best for solo advisors (billed yearly: ₹11,988)

  • • Up to 100 clients
  • • Policy & renewal tracking
  • • Email reminders
Popular

₹1499 / mo

Teams that are growing (billed yearly: ₹17,988)

  • • Up to 200 clients
  • • Lead & document storage
  • • WhatsApp ready*
Silver

₹2499 / mo

For established agencies (billed yearly: ₹29,988)

  • • Up to 500 clients
  • • Analytics dashboard
  • • Priority support
Gold

₹4999 / mo

Pay once, save more (billed yearly: ₹59,988)

  • • Unlimited users
  • • All integrations
  • • Dedicated onboarding

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