Trusted by 2500+ Business
All-in-One Solution Everything You Need to Grow – Packed in One Tool
Automate leads, follow-ups, funnels, payments, and customer management — all from one powerful dashboard.
Why Most Businesses Struggle With Growth
Are You Facing These Challenges Too?
Most insurance professionals waste time and miss opportunities because of outdated methods. See if any of these sound familiar...
Too Much Manual Work
Spending hours on manual follow-ups, data entry, and repetitive tasks instead of meeting clients.
Wastes 15+ hours/week
Missed Follow-ups
Losing clients because you forgot to follow up at the right time or missed renewal reminders.
Costs ₹50,000+ in lost commissions
Too Much Manual Work
Struggling to find qualified prospects and constantly hunting for new business opportunities.
Limits your income potential
Client No-Shows
Appointments that don't show up waste your valuable time and energy that could be spent closing sales.
30-50% no-show rate
Too Many Tools
Juggling between different software for WhatsApp, CRM, email, landing pages, and appointments.
Wastes ₹10,000+/month
No Online Presence
Lacking a professional website or landing pages to capture leads and look credible in today's digital world.
Lose potential clients to competition
There's a Better Way to Grow Your Business
What if you could automate your follow-ups, get consistent leads, book more appointments, and save hours of work - all from one platform?
Powerful Features To Grow Your Business
Everything your business needs to automate, scale, and grow — all inside one simple platform.
Custom Funnels & Landing Pages
High-converting landing pages & funnels without coding.
E-Commerce Mini Store Builder
Add unlimited products, set prices, upload images, track orders — everything in one dashboard.
Smart Lead Management
Track every lead from inquiry to conversion with tags, stages, notes & reminders.
Booking & Appointment System
Personal booking link with auto-reminders to drastically reduce no-shows.
WhatsApp and Email Automation
Instant replies, follow-ups, reminders & no-show recovery — fully automated.
Analytics & Reports
Track leads, conversion rates, revenue & performance.
Automation Workflows
Automate tasks based on actions like demo booked, payment pending, etc.
Follow-Up Engine
Smart triggers that ensure no lead is ever lost.
Client Management CRM
Organize clients, onboarding, renewals & documents easily.
Payment Gateway Integration
Collect payments, send invoices, track revenue — all inside one system.
Drag-and-Drop Form Builder
Create custom lead forms, consultation forms within minutes — no developer required.
Sales & Finance Dashboard
Track performance metrics, revenue, and campaign ROI with detailed analytics.
Multi-Niche Ready
Perfect for Coaches, Consultants, Clinics & Service-based businesses.
Learning Management
Create and sell courses with content protection, quizzes, and completion certificates.
Unlimited Team Members & Roles
Add team members, staff or sales agents with controlled permissions.
HOW IT WORKS
Your Entire Business Workflow, Simplified in 4 Easy Steps
Capture Leads Automatically
Run ads, share forms, connect your website, or use landing pages.Every new inquiry directly enters your CRM — fully organized.
Workflow Automation
Each lead receives instant WhatsApp + email replies. Automated reminders help them book demos without any manual effort.
Close More Sales With Automation
Conduct your demo, qualify the lead, send proposals, and send payment links — all from one dashboard. The system triggers reminders until the deal closes.
Manage Everything in One Place
After payment, automate onboarding, send welcome messages, share access, track progress, deliver services, and manage renewals.
REAL RESULTS, REAL GROWTH
Why Businesses / Professionals Trust Us
Our clients don't just use software - they transform their businesses. Here's what you can expect:
50 +
Qualified Appointments Every Month
Our booking system and lead generation tools work together to fill your calendar with qualified prospects who are actually interested in your services.
"I used to struggle getting 5-6 meetings a month. Now I consistently book 100+ qualified appointments with serious buyers."
- Rudra Prakash - Financial Consultant
10 X
More Sales Without Extra Work
Automation handles your follow-ups, reminders, and client nurturing, giving you more time to focus on closing deals and building relationships.
"My sales increased 10X within 3 months of using this platform. The best part? I'm working fewer hours than before."
- Sanjay Khurana - Immigration Consultant
Save Money - All Tools In One
Stop paying for multiple tools. Our platform combines everything you need at a fraction of the cost.
Save ₹8,000-15,000/month
Automated Follow-ups
Set it and forget it! Our system automatically follows up with leads and clients at the perfect time.
Save 20+ hours/week
Too Much Manual Work
Automatic renewal reminders and personalized communication increase client loyalty and referrals.
95% client retention rate
Success Stories
What Busines Owners Are Saying
Don't just take our word for it. Here's what insurance advisors like you have achieved with our platform.
Amit M.
Tax Consultant, Mumbai
"I was skeptical at first, but this platform completely transformed my insurance business. I've gone from struggling to get 4-5 clients a month to closing 20+ policies every month. The automated follow-ups alone have saved me hours of work."
2 months ago
Monthly sales increased by 300%
Priya K.
Finance Coach,Bangalore
"The website builder and landing pages have completely changed how I get clients. I used to rely on referrals, but now I get 10-15 qualified leads every day through my professional website. The appointment booking system has eliminated no-shows too!"
1 month ago
Lead generation increased 500%
Vikas G.
Mutual Fund Distributor, Pune
"As a new mutual fund distributor, I was struggling to find clients. With this platform, I now get consistent leads, and the CRM helps me stay organized. The WhatsApp automation keeps my clients engaged. My income has more than doubled in just 3 months!"
3 months ago
Income increased by 120%
Affordable plans. Unlimited growth.
All plans include core features with no hidden fees. Select the plan that fits your business needs.
Starter Plan
Best for freelancers, SME, Independent Professional, and small teams.
₹2,999+ GST/mo
All-In-One CRM & Pipeline
Landing Page Builder
Premium Templates Library
Appointment Booking System
WhatsApp Sender
Workflow Automation
Weekly Live Training Session
Premium Community Access
Growth Plan
Popular Plan
For growing Service businesses and agencies.
₹4,999+ GST/mo
All Feature in Starter Plan
Shop Builder
WhatsApp Official API
Email Marketing (0.10 Paisa Per Email)
Payment Gateway
Sales & Finance
AI Ad Launcher
Live 1:1 Call Support
Pro Plan
For coach, consultant and educator and education institute
₹7,999+ GST/mo
All Feature in Growth Plan
One Page Custom Build Website
Learning Management System (LMS)
Dedicated Account Manager
Personalized Support
Free All Upcoming Features
Not sure which plan is right for you?
Schedule a free demo call with our team. We'll help you understand which plan best fits your business needs.
- Free 30 minute personalized demo call to uderstand your need
- Business automation consultation with expert to fix your repeated task
- Business automation consultation with expert to fix your repeated task
FREQUENTLY ASKED QUESTIONS
Got Questions? We've Got Answers.
Here are the most common questions we get from insurance professionals like you.
What is Insure Funnel?
Insure Funnel is an all-in-one automation platform that helps you manage leads, follow-ups, bookings, payments, and clients — everything from one dashboard.
How is Insure Funnel different from other platforms?
Most tools give you only a CRM. Insure Funnel gives you CRM + automation + funnels + WhatsApp flows + payment system + done-for-you setup — all in one place.
Do I need technical knowledge to use this Insure Funnel?
Not at all! Our platform is designed to be extremely user-friendly. The website builder uses drag-and-drop functionality, and all automation features are set up with simple templates. We also provide comprehensive training and onboarding to get you started quickly.
Will you help me set up everything?
Yes. Landing page, funnels, WhatsApp flows, lead forms, booking system — we set everything up for you.
Can I integrate my website or landing page?
Yes. You can connect any website, funnel or form to Insure Funnel in a few clicks.
Does Insure Funnel work for any business?
Yes, especially for: Coaches, Consultants, Clinics, Agencies, Service Providers, Small Businesses, and E-commerce sellers.
Do I need other tools besides this platform?
No, our platform is an all-in-one solution that replaces multiple tools. It includes website building, CRM, WhatsApp automation, email marketing, appointment booking, and more. You won't need to pay for separate tools, saving you thousands of rupees every month.
Can I collect payments inside the platform?
Yes. Razorpay, Cashfree, Instamojo, Stripe, Paypal & Paytm are fully integrated. You can send payment links, collect payments, issue invoices & track revenue.
Is WhatsApp automation included?
Yes — instant replies, follow-ups, demo reminders, payment reminders, onboarding flows & more.
Can I cancel my subscription if I'm not satisfied?
Yes, you can cancel your subscription at any time. Once you cancel, no future payments will be charged. However, please note that as per our Refund & Cancellation Policy, payments already made (monthly, annual, or one-time) are non-refundable. Your access to the platform will remain active until the end of the current billing period.
Do you offer training and support?
Yes. You get video tutorials, onboarding support, and priority support based on your plan.
Is my data secure on your platform?
Absolutely. We take data security very seriously. All your client data is encrypted and stored securely. We comply with all data protection regulations and never share your information with third parties. You maintain complete ownership of your data at all times.
What happens after I make the payment?
Your account gets activated instantly. Our team contacts you and starts the setup within 24 hours.
Can I upgrade or change my plan later?
Yes. You can upgrade anytime with a single click.
How quickly can I expect to see results?
Most of our clients start seeing significant improvements within the first 30 days. The appointment booking system and lead generation tools typically show the fastest results, while the automation features gradually improve your efficiency and client retention over time.
Do you offer refunds?
Refunds are not provided after account activation, since setup work begins immediately.
Still have questions? We're here to help!
Ready to Automate & Scale?
Start your free trial today and experience growth without chaos. No credit card required.
Quick Setup
Get up and running in minutes with our guided onboarding process.
1:1 Live Support
Our expert team is available to help you succeed.
Free Resources
Access our library of templates, guides, and training materials.
About Insure Funnel
Insure Funnel is your all-in-one automation platform that brings leads, follow-ups, bookings, payments, and client management into one powerful dashboard. Whether you’re a coach, consultant, clinic, or service provider, you can automate 80% of your daily workload with zero technical skills. From instant WhatsApp follow-ups to high-converting funnels, appointment booking, and smart CRM tracking—Insure Funnel ensures you never miss a lead or lose a client again. If you're serious about scaling your business effortlessly, simply fill the form below and let our team help you get started fast.
2500+
Businesses
₹10Cr+
Revenue Generated
98%
Customer Satisfaction
24/7
Customer Support
Get in Touch
Your Entire Business. One Simple Platform
Everything You Need to Grow – Packed in One Tool
Stop juggling tools. Automate your leads, clients, payments & workflows effortlessly.
Our No-Risk Guarantee
Try Insure Funnel completely risk-free! Get full access with a 7 days free trial — explore all features and see the results yourself. If it helps your business to grow, simply upgrade to a monthly or yearly plan.
Start your 7-days Free trial
no risk, no commitment. Upgrade anytime if you love it!
No Long-Term Contracts
Monthly billing with the flexibility to cancel anytime.
Free Onboarding Support
We'll help you set up your first automation workflow at no extra cost.
100% Risk Free
From Solo Creator to Six Figures
30 Days
From idea to first paying customer
₹1 Lakh
Average MRR within first month
82%
Profit margin with our tech stack
Who is This For?
Insure Funnel is Built for Every Service-Based Business That Wants Growth Without Stress.
🔹 For Coaches & Consultants 🔹
If you sell coaching, courses, mentorship, training, consulting or workshops - Insure Funnel automates your leads, bookings, follow-ups & payments so you focus only on delivery.
🔹 For Clinics & Healthcare Professionals 🔹
Dentists, Homeopaths, Gynecologists, Therapists, Labs & Medical Practitioners -Reduce no-shows, automate appointment reminders & manage patients easily.
🔹 For Agencies & Freelancers 🔹
Marketing, Advertising, Social Media, Web & Creative Agencies - Manage leads, onboard clients, track payments & run automated workflows effortlessly.
🔹 For Real Estate & Property Consultants 🔹
Generate Leads for different different projects under one account, Automate generated enquiries, schedule site visits, follow-ups, and close faster with smart reminders.
🔹 For Local Service Businesses 🔹
Interior designers, fitness trainers, repair services, tutors, legal advisors, accountants, etc. - Handle leads & clients from one place instead of juggling WhatsApp & spreadsheets.
🔹 For E-commerce & Product Sellers 🔹
Build shop and add products with single CTA. Manage inquiries, receive payments and orders, automate order confirmations, send manual payment links & create a mini-store with a single CTA.
🔹 For Anyone Who Wants More Leads, More Clients & Less Manual Work 🔹
If you're ready to scale without increasing your team size, Insure Funnel becomes your silent growth engine—automating nearly 80% of your daily business tasks so you can focus on strategy, clients, and revenue. From lead capture and follow-ups to bookings, payments, and client management, everything runs seamlessly in the background, giving you more growth with less effort.
Insure Funnel
Insure Funnel is your all-in-one automation platform that brings leads, follow-ups, bookings, payments, and client management into one powerful dashboard. You can automate 80% of your daily workload with zero technical skills.
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