The moment a lead asks for a quote, Zayda replies over email, WhatsApp and SMS, then places an AI follow-up call while the enquiry is still warm. Renewals, claims and policy history stay organised automatically.
Every feature included · No credit card requiredAn insurance CRM brings every client, policy and inquiry into one place, so nothing is tracked twice and nothing waits in an inbox. It replaces the spreadsheet-and-sticky-note approach with a system that remembers renewal dates, logs every call and email automatically, and shows you exactly where each prospect sits between first inquiry and issued policy.
Zayda takes it further: the moment a lead comes in, it's answered across email, WhatsApp, SMS and an AI follow-up call, before your team even opens the message. Every conversation updates the pipeline on its own, so agents spend their time closing policies, not logging them.
You set the tone and hand-off rules. Zayda never goes off-script, and your rep picks up mid-conversation with full context, not a cold trail.
Instant reply with coverage details and next steps, written in your voice.
A message lands where policyholders already are, synced straight to the pipeline.
A short confirmation that keeps the enquiry warm while the call is prepared.
A follow-up call qualifies the enquiry and hands it to your rep with the transcript attached.
Stages arrive pre-configured for insurance, from first inquiry to issued policy, then customise freely for your own process.
Captured from your website, WhatsApp, IndiaMART or a marketplace lead.
Coverage options shared automatically across email and WhatsApp.
Documents and risk details collected in one linked client record.
Deal closed, policy details logged against the client automatically.
Reminders fire before expiry so no policyholder lapses unnoticed.
No more digging through spreadsheets to find out when a policy expires or what was discussed on the last call.
Every policy carries its own expiry date. Zayda reminds your team, and can message the client, before a policy lapses.
Every email, call, WhatsApp thread and note lives on the client's timeline, linked to the right policy.
Individual policyholders and corporate accounts, with policy type, premium and history all in one record.
Run a dedicated pipeline for each product line, with its own stages, fields and reminders.
Long cycles, beneficiary details and underwriting tracked start to finish.
Group and individual plans, with renewal and claims history side by side.
Fast-moving quote-to-issue cycles with reminders before every renewal.
Short-cycle policies handled without cluttering your other pipelines.
No hidden data practices, no advertising use. Integrations only activate when you turn them on.
Data encrypted in transit and at rest, with access controls on every account.
Zayda does not sell your data or your policyholders' data, ever.
Nothing stored in Zayda is used to target or serve advertising.
Keep sensitive policies visible only to the right people on your team.
Zayda has completely transformed how we manage client relationships. The automation is smart, and our team stays in sync like never before.
We cut our manual tasks in half. It's intuitive, fast, and perfect for a growing agency like ours.
Thanks to Zayda's mobile app, I can manage leads and policies on the go. It's like having my office in my pocket.
Every feature included from day one: lead response, pipelines, renewals and reporting. See current plans and regional pricing on the pricing page.
Open APIs and 2,000+ app connections through our automation layer.
WhatsApp
Gmail
Google Calendar
Zoom
Google Meet
Slack
Zapier
Stripe
Google Sheets
RazorpayAn insurance CRM is software built to help agents manage clients, policies and renewals from one place, instead of spreadsheets and scattered inboxes. It tracks every inquiry through to an issued policy, automates renewal reminders, and keeps claims and conversation history linked to each client record.
Yes. Every policy record carries an expiry date, and Zayda reminds your team, or the client directly, before it lapses, so renewals never depend on memory.
Yes. Each policy type can have its own pipeline, stages and fields, so a fast-moving motor quote doesn't get mixed up with a longer life underwriting process.
Yes. Zayda connects natively to WhatsApp Business, so leads, replies and updates land straight in the pipeline without manual copy-pasting.
Absolutely. Leads from IndiaMART, JustDial and popular marketplaces flow into Zayda in real time, ready for follow-up the moment they arrive.
Data is encrypted in transit and at rest, access is controlled per account, and Zayda never sells client data or uses it for advertising.
Zayda works with all major cloud-calling and telephony providers, so calls, recordings and call logs sync automatically to the right client record.
Generic CRMs need weeks of setup before they fit an insurance workflow. Zayda arrives pre-built for it: policy-type pipelines, renewal tracking and claims history are ready on day one, so you spend time closing policies instead of configuring software.
Yes. Zayda keeps individual clients and corporate accounts in separate, purpose-built records, each with its own policy details, premium history and contact structure, so nothing gets mixed up.
Both. Zayda scales from a single agent managing their own book of business to a large team running multiple pipelines and dashboards, with no added complexity for smaller setups.
Most agencies are live the same day. Pipelines, policy types and reminders come pre-configured for insurance, so there's no coding and no lengthy implementation before your team can start working in it.
Yes. Zayda connects with Gmail and Google Calendar out of the box, so emails, meetings and renewal calls stay synced without leaving the platform.
Yes. Zayda follows GDPR-aligned data handling practices, with encryption in transit and at rest and role-based access on every account.
