Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Introducing Insurtech.IA, a cutting-edge online AI platform designed specifically for insurance brokers, producers, and agencies. This innovative tool seamlessly integrates policy and customer record management while offering robust support for renewals, tracking expiration dates, monitoring premiums and payments, sending notifications, managing claims intake and follow-up, as well as handling leads. With the help of AI-driven policy analysis and data extraction, it effectively organizes essential insurance information. Additionally, virtual assistants and chatbots efficiently address customer inquiries via popular messaging platforms like WhatsApp. The platform is equipped with features that help detect unusual claim or policy behaviors and synchronize workflows with CRM and internal systems. Insurance teams can leverage AI agents to streamline administrative, sales, service, and claims operations, with the flexibility to tailor each agent to align with the specific business model of their clients, ensuring a customized experience for every user. Overall, Insurtech.IA represents a significant advancement in the way insurance professionals manage their processes and interact with clients.
Description
Webtrix24 serves as a cloud-based CRM and business operations platform that encompasses a variety of functionalities including general CRM, insurance CRM, and workflows for computer and equipment rental. This platform enables teams to effectively manage leads, contacts, sales opportunities, follow-ups, tasks, projects, campaigns, customer records, invoices, payments, and generate reports. For the insurance sector, it provides tools for tracking policies and claims, managing renewal alerts, overseeing commission structures, and facilitating customer communications. Additionally, its rental management features address inventory control, the issuance of delivery challans, asset tracking, billing for rentals, handling returns and replacements, as well as maintaining product history. Designed primarily for service-oriented businesses and agencies, it caters to sales and support teams, insurance agents and brokers, alongside those in the computer and equipment rental market. Users can start with a complimentary plan, while various paid options are available, each differing in features based on the specific type of CRM required. This flexible structure allows businesses to choose a plan that best aligns with their operational needs and growth potential.
API Access
Has API
No
API Access
Has API
Yes
Screenshots View All
No images available
Integrations
Facebook Ads
No
IndiaMART
No
Justdial
No
WhatsApp
No
Pricing Details
$38/month
A consultation costs $15. Memberships cost $38 per month or $399 per year. Prices are in U.S. dollars; local-currency charges use the Banco Nación exchange rate.
Free Trial
Yes
Free Version
No
Pricing Details
₹0
A free-forever plan is available. General CRM Growth costs ₹299/month, billed yearly at ₹3,588 plus tax; Enterprise costs ₹499/month, billed yearly at ₹5,988 plus tax. Insurance CRM starts at ₹349/month, and Computer Rental CRM starts at ₹499/month.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
NewInsurtechIA
Founded
2025
Country
Argentina
Website
newinsurtechia.com
Vendor Details
Company Name
Webtrix Solutions
Founded
2020
Country
India
Website
webtrix24.com
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
No
Product Features
CRM
Calendar/Reminder System
No
Call Logging
No
Document Storage
No
Email Marketing
No
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
No
Quotes / Proposals
No
Segmentation
No
Social Media Integration
No
Task Management
No
Territory Management
No