Industries

CRM for insurance agents

Agents lose renewals when policies sit in spreadsheets and reminders depend on memory. SAS gives insurance agents one workspace for customers and their families, the full policy lifecycle and WhatsApp reminders, with dashboards and role-based access for the team.

Tell us which modules you want to see, and we will walk you through them on your own process.

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Modules

  • SAS Agent Insurance Management. One workspace for customers and their families, the policy lifecycle, WhatsApp reminders, dashboards and role-based access.

Also useful for agents: the core CRM app tracks new prospects in a pipeline, and IndiaMART, JustDial and Meta lead forms are on the plan (pricing page).

Pricing and setup

Premium is ₹300 per user per month after the listed 40% off ₹500. GST is extra, billing is yearly, and the discount applies for 12 months to initial users (pricing page). SAS runs on Cloud or On-Premise.

Included for every industry

Core apps

Peanut Square, Ahmedabad. ISO 9001:2015 and ISO 27001:2022.

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SAS Growth Potential

Replace expensive recurring SaaS bills with an all-in-one business management engine built for agility, scale, and performance.

FAQs
Frequently Asked
Questions

Yes. The agent workspace keeps each customer together with their family members.