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Drive Sales of New Insurance Policy and Renewals

Insurance CRM with Automated list generation, Call & SMS API, Free WhatsApp (P), automated reminders, Save & Email Quotation, and more…

Fin Garuda - Drive Sales of New Insurance Policy and Renewals
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Policy Renewals in 2022


Tele-Callers and Field Agents


Cities in India

480 Cr

Premium Collected

Fin Garuda - Automatic Data Import in CRM

Onboard New Customers Easily

I.   Manually Add a lead,

II.  Import leads through Excel Sheets

III. Creating web forms on your website.

IV. API Driven Cross-Platform Integration

Automated Forecast & Lead Distribution

I.   Active Insurance Renewal

II.  Rollover Insurance Policies

III. Break-in-Insurance


● Auto & Manual Allocation of leads to Tele-Calling  team or Fields Agents 

Fin Garuda - insurance forecast

Turbocharge Cross-Selling Opportunities

Easily sell complementary products. E.g.


I.   Life Insurance for a customer who took                        health Insurance.

II.   A customer who recently had a child may                    benefit from Life Insurance.

III.  Dental or vision coverage for a customer                       with health insurance

Mobile Responsive Insurance CRM

Intuitive interface that provides seamless experience on smartphones, tablets, and other internet-enabled devices.


Optimize cost with Work from Home (WFH) or Work from Anywhere environment.

Fin Garuda - Mobile Responsive Insurance CRM
Fin Garuda - White Labelling and Customization

White Labelling and Customization

Option to get, custom Logo, Product Name, Links and Footer, Home Screen, Favicon, custom Domain Name etc.

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Other Product Features

These unique product features help your business get the maximum efficiency and productivity from debt collection process

Role based Accessibility

Role based Accessibility

Give role-based authorization to different users like agents, supervisors, managers for accessing customer data.

100% Auto Reminders

100% Auto Reminders

Get Notifications and Pop-up Reminders for all Follow-up Calls, Appointments, Customer Visits and Planned events.

Work from Anywhere

Work from Anywhere

Mobile Responsive app that can be accessed on Desktop, Laptop, Tablets and Smart Phones.

100% Call Recordings

100% Call Recordings

For Users on Cloud-Phone or On-Premise telecom set-up with SIP trunk or GSM Gateway devices.

Flexible Installation

Flexible Installation

On-Premise or Cloud Installation with options to White label  with LOGO, Domain Names, DNS Records, Workflows etc.

FREE Document Manager

FREE Document Manager

Upload, Save and Share hundreds of PDFs, JPEG images, Customer documents and refer anytime on desktop or mobile.

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Flexible Pricing Model That Suits Your Business

Add or reduce CRM licenses based on the number of active users.

Pay as you go with 30 days notice period. One-Time Set-up Fee Apply.

Get in Touch

Yocoya Technologies & Services LLP

19/3, 3A Floor, Srinivasa Industrial Estate,
ura Main Road, Konanakunte,
Bangalore, Karnataka 560062

+91 9148906916

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