Plans & Pricing

Compare Plans

Choose the right AI Co-Advisor experience for your growth stage.Whether you're an individual advisor or leading a growing team, inSuraj helps you stay organized, proactive, and revenue-focused.

At a glance

Which plan fits your practice?

Pro Plan

Best for Individual Advisors

For individual insurance advisors growing their business.

  • Personal AI Co-Advisor
  • My-Day automation
  • Policy CRM
  • Renewals & follow-ups
  • AI-assisted communication
  • Revenue tracking
Team Lead Plan

Best for Teams & Growing Practices

For advisors managing teams, junior advisors, or branch-level operations.

Everything in Pro, plus:

  • Team management
  • Advisor monitoring
  • Shared workflows
  • Team performance analytics
  • Team communication
  • Role-based access

Feature breakdown

Detailed Comparison

Pro
Team Lead
AI Co-Advisor
AI Co-Advisor
My-Day Automation
Pre-call Hints
Next-Best-Action
Policy Recommend
Voice-to-Action
CRM & Customer Management
Client CRM
Policy Lifecycle Management
Claims Tracking
360° Customer View
Household Mapping
Communication
AI-assisted drafting
Automatic scheduled communication
WhatsApp / SMS / Email
Bulk communication
Limited
Advanced
Team communication workflows
Revenue & Analytics
Revenue tracking
Predictive "My Earnings"
Personal dashboards
Team dashboards
Team performance monitoring
Team Management
Multi-user workspace
Team hierarchy
Advisor activity visibility
Role-based access
Shared pipelines
Administration
Billing management
Organization settings
Team governance
Communication templates
Basic
Advanced
Workflow configuration
Basic
Advanced

Decision guide

Which plan is right for you?

Choose Pro if…
  • You are an individual advisor
  • You manage your own clients
  • You want AI-assisted growth
  • You want better renewal discipline
Choose Team Lead if…
  • You manage junior advisors
  • You run a branch or team
  • You need visibility across advisors
  • You want team-level analytics
  • You need role-based access & governance

Growth path

Start solo. Scale anytime.

Every Team Lead workspace builds on the same AI Co-Advisor foundation used in Pro. When your practice grows, your upgrade path is already paved.

Step 1

Starter – Free

Explore AI Co-Advisor with core modules. No credit card required.

Step 2

Pro – ₹499/month

Unlimited records, full AI history, revenue analytics & automation.

Step 3

Team Lead – ₹899/month

Everything in Pro, plus team creation, shared pipelines & leaderboards.

Upgrade when you're ready.
No data migration, ever.

The same account, the same clients, the same data — just more power. Your growth path from Starter → Pro → Team Lead is seamless.

Comparing inSuraj to a legacy CRM? See Why inSuraj →