inSuraj AI · Your AI buddy for insurance
The AI buddy that works hard, thinks smart & stands by you 24/7.
It manages clients, leads, policies, renewals and follow-ups like a full back-office team, decides who to call, what to say, and what to do next with AI-driven insights, and keeps you motivated through daily ups & downs—handled for you, not by you.
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Create a free starter workspace today and upgrade when your book is ready.
All Starter accounts come with core AI workflow coverage. When you are ready for unlimited capacity, upgrade to Pro for limitless workload or Team Lead for full team management. The same signup form can elevate you without losing data.
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Go to loginWhat your AI buddy does for you
Works hard in the background
Keeps all your client, lead and policy data organised, manages renewals, tasks, reminders and messages like a full back-office team.
Thinks smart with your data
Tells you who to call, what to say, and what to do next, tracks CRM stages, performance and income, and uses AI on real context—not just templates.
Stands by you every day
Shows your wins, progress and streaks, encourages you through slow days and tough weeks, and keeps you motivated to grow your income.
UX Hero Features
Designed for advisors who live on their phone.
A clean, responsive interface for mobile & desktop. One-tap actions, contextual AI, and PWA support make inSuraj feel like a native app – without the install friction.
Mobile nav + one-tap actions
- • Bottom navigation for Today, Clients, Tasks & Co-Advisor.
- • One tap to add a task, log a call or schedule a visit.
- • Layouts tuned separately for phone & desktop screens.
“Write-with-AI” + contextual Co-Advisor
- • Ask questions inside Clients, Tasks, Opportunities & Renewals.
- • AI drafts WhatsApp, email and call scripts with your tone.
- • Read Aloud makes long replies easy to consume on the go.
Testimonials
Loved by advisors across India.
Join thousands of insurance professionals who trust inSuraj to manage their business.
“inSuraj has completely transformed how I manage my renewals. It's like having a personal assistant who never sleeps.”
“The pre-call briefs are a game changer. I walk into meetings fully prepared with just one glance at my phone.”
“I love the Write-with-AI feature. It saves me hours on WhatsApp messages every week and sounds just like me.”
Growth & Analytics
See your growth, not just your data.
Track income, renewals, pipeline and team performance from a single place. Gamification keeps everyone motivated.
See your monthly / yearly income, top clients and upcoming renewals in one glance.
Kanban pipeline, team performance, and leaderboards make it easy to see where to unblock deals.
Ask your Co-Advisor: “What should I focus on this week?” and act on a curated action list.
Individual advisors
Never miss renewals, stay prepared before calls, and grow income with AI help.
Team leaders
Run your team on one dashboard – shared tasks, leaderboards and AI insights on who needs support.
Agencies & enterprises
White-label inSuraj on your own domain with private knowledge hub, RBAC and deep integrations.
Start free. Upgrade when your book grows.
The Starter plan is free forever with AI Co-Advisor built-in. Upgrade to Pro, Team Lead or Enterprise only when you need more power.