MenixuzInsurance

Insurance CRM for agencies and IMFs in India

Your agency's renewal work, in one place.

Bring policy records, team follow-ups and reminder approvals into one workflow. Explore what is live today and what is coming.

Book a demoSee the life cycle

The policy life cycle

From an enquiry to the next renewal

Log enquiries and record booked policies. Track recorded policy due dates and renewal follow-ups. Proposal, payment and policy issue stay with the insurer.

Renewed: next termEligible lost or lapsedBack to renewal workProposal, payment andpolicy issue stay with the insurerEnquiryQuote follow-upPolicy recordedMonthly register uploadChecked, approved, handed outRenewal dueTeam approvalOutcomerenewed, lapsed or lostWin-backin roundsService and claimsComing123Monthly456Policy year
  1. EnquiryThe startLive

    LiveAvailable today

    • Log every enquiry with where it came from: referral, networking group, forwarded message, website, ads or added by hand. Your team enters it and picks the source.
    • New enquiries go straight into the call list; set a follow-up when you call or send a quote.
    • A reason recorded when an enquiry drops.

    ComingComing

    Nothing listed as coming here.

  2. Quote follow-upBefore the saleLive

    LiveAvailable today

    • Mark Quote sent and set a follow-up.
    • Note each insurer's quote on the call in outline: the insurer, the premium, the date on the quote and how many days it stays valid.
    • Mark the quote the customer chose; recording the renewal or the new policy then starts from it.
    • Quotes running out in the next two days are listed for the team.

    ComingComing

    • Quotes pulled from insurer portals.
  3. Monthly register uploadFeeds policy records, every monthLive

    LiveAvailable today

    • The upload checks your register and flags rows that need a look before you approve.
    • Approve it and hand the calls out: split evenly, give them to one person, or leave them for the team.
    • Team members with a mobile can get a WhatsApp with their call count and a link.

    ComingComing

    • Split calls by product or department: motor, health, life.
  4. Policy recordedThe customer fileLive

    LiveAvailable today

    • Book a policy by hand or from the monthly register.
    • A policy whose due date has already passed can be entered too, with what happened at renewal.
    • Premium in four parts: own damage, third party, net and gross.
    • A customer file with the policy PDF, and the photos and documents the customer sent on WhatsApp.
    • Several contacts per customer, and the other names they go by.
    • Search by the policy holder's name or by any contact's, the point of contact included.
    • Owners and admins can correct a policy's details or a recorded outcome, with the reason kept.
    • Proposal, payment and policy issue stay with the insurer.

    ComingComing

    Nothing listed as coming here.

  5. Service and claimsOutside the route, during the policy yearComing

    LiveAvailable today

    Nothing live at this stage yet.

    ComingComing

    • Mid-term changes to a policy (endorsements).
    • Help for the customer during a claim.
  6. Renewal dueTeam approval before any reminderLive

    LiveAvailable today

    • Reminders planned at 60, 30, 15 and 7 days before the due date and on the due day (Menixuz's default schedule).
    • Every customer reminder needs approval: from the person holding the call, or the Owner when the call is unassigned or shared.
    • Approval requests reach your team on WhatsApp within your office hours.
    • New reminder requests are blocked once the refusal is recorded, and reminders still waiting are called off.
    • A Today list for every person.
    • Customer replies come into one Replies screen. Replies are matched automatically when Menixuz Insurance can identify the call; the rest your team places in a tap.

    ComingComing

    • Sending the reminders your team approved to customers on WhatsApp.
  7. OutcomeRenewed, lapsed or lostLive

    LiveAvailable today

    • Mark the result: renewed with the same insurer or another one, lapsed, or lost with a reason.
    • Also: customer died; wrong data (not our customer); couldn't reach, which stops calling for now while the policy stays at risk.
    • The dashboard shows renewed, lost and lapsed; every other outcome is kept on the call.

    ComingComing

    Nothing listed as coming here.

  8. Renewed: next term, back to renewal due
  9. Win-backFor eligible lost or lapsed policiesLive

    LiveAvailable today

    • Lost or lapsed policies can come back as a win-back call.
    • Win-back calls open 60 days ahead by default (one office setting); turn win-back on or off per product.
    • Calls come back in rounds.
    • Win-back leads back to renewal work.

    ComingComing

    Nothing listed as coming here.

Across every stage
ResultsLive

LiveAvailable today

  • A dashboard by year.
  • Premium at risk.
  • Renewals by month.
  • Progress for each team member.
  • A record of who sold each policy, with a download.

ComingComing

  • Commission tracking.
  • Reconciliation against insurer statements.
RolesLive

LiveAvailable today

  • Roles for the owner and the team.
  • What each person sees and works on depends on their role.

ComingComing

  • Roles the owner can edit, and custom roles.
Help assistantLive

LiveAvailable today

  • A built-in help assistant that explains how to use the app.
  • It answers questions from your office's live data, limited to what your role may see.

ComingComing

Nothing listed as coming here.

Across every stage

Renewal due

LiveTeam approval before any reminder

LiveAvailable today

  • Reminders planned at 60, 30, 15 and 7 days before the due date and on the due day (Menixuz's default schedule).
  • Every customer reminder needs approval: from the person holding the call, or the Owner when the call is unassigned or shared.
  • Approval requests reach your team on WhatsApp within your office hours.
  • New reminder requests are blocked once the refusal is recorded, and reminders still waiting are called off.
  • A Today list for every person.
  • Customer replies come into one Replies screen. Replies are matched automatically when Menixuz Insurance can identify the call; the rest your team places in a tap.

ComingComing

  • Sending the reminders your team approved to customers on WhatsApp.

What your office uses today

Every renewal on one board. What each person sees and works on depends on their role.

Illustrative product view. Example rows, no real figures.

Register and hand-out

Bring in the monthly premium register and get every call to the right person.

  • The upload checks your register and flags rows that need a look before you approve.
  • Split calls evenly, give them to one person, or leave them for the team.
  • Team members with a mobile can get a WhatsApp with their call count and a link.

Renewal reminders

Reminders planned at 60, 30, 15 and 7 days before the due date and on the due day (Menixuz's default schedule).

  • Every customer reminder needs approval.
  • Approval requests reach your team on WhatsApp within your office hours.
  • New reminder requests are blocked once the refusal is recorded.

Today and replies

Each person starts the day on their own calls.

  • A Today list for every person.
  • Customer replies come into one Replies screen. Replies are matched automatically when Menixuz Insurance can identify the call; the rest your team places in a tap.

Outcomes and win-back

Record how every renewal ended, and call back the ones worth another try.

  • Mark the result: renewed with the same insurer or another one, lapsed, or lost with a reason.
  • Lost or lapsed policies can come back as a win-back call.
  • Win-back calls open 60 days ahead by default (one office setting); turn win-back on or off per product.

Results

A dashboard by year.

  • Premium at risk.
  • Renewals by month.
  • Progress for each team member.
  • A record of who sold each policy, with a download.
  • Commission tracking and reconciliation against insurer statements are Coming.

Roles and help

What each person sees and works on depends on their role.

  • Roles for the owner and the team.
  • A built-in help assistant that explains how to use the app.
  • Roles the owner can edit, and custom roles, are Coming.

Renewal work is spread across too many places.

The register is in a spreadsheet, reminders go out by hand, and call notes live in notebooks and chats. Menixuz Insurance brings that work into one place.

  • Excel register
  • WhatsApp chats
  • Call notes
  • Diaries
  • Personal phones
  • Policy PDFs in email

Every customer reminder needs approval.

Sending the approved reminders to customers on WhatsApp is coming.

Who approves

Every customer reminder needs approval: from the person holding the call, or the Owner when the call is unassigned or shared.

When it is asked

Approval requests reach your team on WhatsApp within your office hours.

Who gets no new reminder requests

New reminder requests are blocked once the refusal is recorded, and reminders still waiting are called off.

The schedule

Reminders planned at 60, 30, 15 and 7 days before the due date and on the due day (Menixuz's default schedule).

Illustrative WhatsApp view. Wording and buttons are examples.

When a customer replies, it comes into one place.

Customer replies come into one Replies screen. Replies are matched automatically when Menixuz Insurance can identify the call; the rest your team places in a tap.

CustomerReplies on WhatsApp

When a customer writes back.

Replies screenOne list for every reply

Nothing sits in someone's personal chat.

The callMatched automatically

When the call it belongs to can be identified.

Your teamPlaces the rest in a tap

And carries on from the Today list.

See the whole book at a glance

The dashboard shows renewed, lost and lapsed; every other outcome is kept on the call.

Illustrative product view. No real figures.

Help assistant

Ask about your office. It answers from your office's live data.

The built-in help assistant explains how to use the app, and answers questions about your office from its live data, at the moment you ask. Each answer is limited to what your role may see.

What it can answer about today:

  • Renewals due
  • Renewals at risk
  • Calls nobody has
  • Team progress
  • Renewed and lost
  • Premium by month
  • Calls made
  • Replies needing placement
  • The register
  • Reminders waiting for an OK
  • Enquiries
  • The dashboard
HelpQuestions about your office
How much premium is at risk
N renewals are past their due date with no outcome yet, holding X of premium. The oldest is Customer A's Motor policy.
Show the team workload
This month: Team member 1 has N renewals due, N settled and N open. Team member 2 has N due, N settled and N late.
How many replies need placement
N customer replies sit on no call yet. Open Replies to place them.
Illustrative answers. N and X stand where your office's own figures would be.

For agencies and IMFs

Insurance agencies

An owner and a team working through the monthly premium register and the renewals that follow.

Insurance marketing firms

Several people handling renewals across products and insurers, with the owner seeing the whole book.

  • Motor
  • Health
  • Life
  • Home
  • Fire
  • Liability
  • and more

Policy records and due dates for every product; specialist servicing is Coming.

Why run renewals from one place

Book a demo
  • Every customer on one filePolicy PDF, the files they sent, contacts and the calls that belong to them.
  • See who holds each call, and what remains unassigned.Split calls evenly, give them to one person, or leave them for the team.
  • Team approval on every reminderEvery customer reminder needs approval.
  • Every result is recordedRenewed, lapsed or lost, with a reason.
  • Eligible lost or lapsed policies can get another callWin-back brings them back to renewal work.

Coming next

What we are adding, stage by stage

None of these are live yet.

Renewal due

  • Sending the reminders your team approved to customers on WhatsApp.

Quote follow-up

  • Quotes pulled from insurer portals.

Monthly register upload

  • Split calls by product or department: motor, health, life.

Service and claims

  • Mid-term changes to a policy (endorsements).
  • Help for the customer during a claim.

Results

  • Commission tracking.
  • Reconciliation against insurer statements.

Roles

  • Roles the owner can edit, and custom roles.

Questions agencies ask

What is an insurance CRM?

A tool that keeps policy records, due dates, team calls and customer replies in one place. Ours is built for agency renewal work.

Who is Menixuz Insurance for?

Insurance agencies and IMFs where an owner and a team work a monthly premium register.

How do I get my existing policies in?

Upload the monthly premium register. The upload flags rows that need a look before you approve. Or book a policy by hand.

How are renewal calls shared across my team?

Split them evenly, give them to one person, or leave them for the team. Team members with a mobile can get a WhatsApp with their call count and a link.

When are renewal reminders sent?

They are planned at 60, 30, 15 and 7 days before the due date and on the due day (Menixuz's default schedule).

Do reminders go to customers automatically?

No. Every customer reminder needs approval from the person holding the call, or from the Owner if the call is unassigned or shared, and approval requests reach your team within office hours. Sending the approved reminders to customers on WhatsApp is coming.

What happens when a customer replies on WhatsApp?

Replies arrive in one Replies screen. Replies are matched automatically when Menixuz Insurance can identify the call; the rest your team places in a tap.

What if a customer says no?

New reminder requests are blocked once the refusal is recorded, and reminders still waiting are called off.

Can we win back lapsed or lost policies?

Yes. They can come back as win-back calls, opening 60 days ahead by default, switchable per product.

What does the owner see?

A dashboard by year with premium at risk, renewals by month and progress per team member. What each person sees depends on their role.

Does it issue policies or take payments?

No. Proposal, payment and policy issue stay with the insurer.

Can I ask it about my business?

Yes. The built-in assistant answers from your office's live data - renewals due and at risk, team workload, outcomes, premium by month, replies waiting - and each person sees just what their role allows.

See your renewal work in one place

Tell us about your agency and we will walk you through the life cycle.

menixuz.com

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  • Enquiry
  • Quote follow-up
  • Policy recorded
  • Renewal due
  • Outcome
  • Win-back
  • Service and claims, coming