The smarter way to run your insurance business
Manage leads, quotations, policies, and renewals in one clean workspace — built for agencies that move fast.
10K+
Policies managed
500+
Active agents
98%
Renewal tracking
24/7
Cloud access
Client lifecycle
Capture
Leads & profiles
Quote
Multi-insurer
Close
Policy issued
Renew
Auto reminders
Renewal rate
+8% this quarter
Live activity
Motor quote sent
2m agoHealth policy closed
14m agoRenewal reminder set
1h ago128
Active leads
64
Policies
4+
Insurers
Partners
Integrated with leading insurers
Process
How it works
A simple three-step flow from lead to renewal — no complexity, no spreadsheets.
Capture leads
Import profiles, assign agents, and track every touchpoint from first contact.
Compare & quote
Generate multi-insurer quotations and share polished proposals in minutes.
Close & renew
Manage cases end-to-end with documents, payments, and automated reminders.
Platform
Every module your team needs
Purpose-built tools for insurance sales, operations, and compliance — all connected.
Leads & Profiles
Centralised customer data, KYC documents, family trees, and bulk uploads.
Cases & Policies
Motor, health, and life workflows with quotation, policy, and payment tasks.
Telecalling
Log outcomes, schedule callbacks, and keep every conversation on record.
Tasks & Reminders
Never miss a follow-up with smart reminders across your entire team.
Analytics
Dashboards for conversions, channel mix, team performance, and renewals.
RBAC & Security
Role-based permissions, audit trails, and secure document handling.
Why choose us
Built for teams that sell insurance every day
Stop juggling spreadsheets, WhatsApp threads, and scattered files.Devansh Insurance keeps your entire operation in sync.
- Multi-insurer quotation comparison in one view
- Automated renewal and follow-up reminders
- Bulk profile and document uploads
- Real-time team and channel analytics
- Integrated telecalling workflows
- Custom branding per company
Dedicated support
Fast response
Enterprise security
RBAC enabled
Live dashboards
Real-time KPIs
Quick onboarding
Start in minutes
Automation
Let the agent handle quotations & policies
Install Marvel Runner on your desktop to automate policy and quotation creation tasks. The agent works alongside Devansh Insurance — filling forms, running workflows, and saving hours of manual work every week.
- Automate quotation creation across insurer portals
- Trigger policy issuance tasks from your CRM workflows
- Runs locally on your machine — pairs with your account
- Handles repetitive data entry while you focus on clients
Windows installer · Latest release from Marvel Runner
Desktop agent
Runs automation locally while you stay in control.
Quotation tasks
Auto-fill and submit quotes across connected insurers.
Policy creation
Streamline policy issuance steps from your case board.
Always in sync
Pairs with your CRM so tasks update in real time.
FAQ
Common questions
Quick answers about the platform.
Who is this platform built for?
Insurance agencies, brokers, and corporate teams that need a single system for leads, quotations, policies, and renewals.
Can I compare quotes from multiple insurers?
Yes. Generate and compare quotations across integrated insurers to help clients choose the best plan faster.
Is my data secure?
The platform uses role-based access control, secure document storage, and audit-friendly workflows designed for regulated industries.
Ready to streamline your workflow?
Open your dashboard and start managing leads, cases, and renewals today.