AI policy extraction
Upload multiple policy PDFs at once — AI extracts customer and policy fields for you to review and save.
Keep customers, policies, renewals, leads, quotes, and commissions in one place on GrowEzy.
Keep every customer, policy, and renewal date in one place so nothing slips through.
Convert leads into quotes, follow up on pipelines, and track claims without leaving GrowEzy.
Send renewal reminders, quotes, and follow-ups from GrowEzy using Messaging.
Track commissions, team performance, and business reports built for insurance agencies.
Everything you need to run your agency on GrowEzy
Everything your agency needs — customers, renewals, leads, team, Messaging, and reports — explained simply, on one platform.
Upload multiple policy PDFs at once — AI extracts customer and policy fields for you to review and save.
Commission rules update in real time as policies and payouts change — see earned amounts by agent, product, or period.
Match renewal notices to your book, spot gaps early, and follow up before policies lapse.
Add agents and staff with separate logins. Role-based access controls who sees customers, commissions, and settings.
Dashboards for renewals, messaging, and team performance — know what needs attention at a glance.
Send policy documents, renewal reminders, and personalized videos or images over WhatsApp, SMS, and Email.
Explore every feature
AI can answer common customer questions any time, then pass the chat to your team.
Instant Responses
Answer FAQs and customer queries instantly with AI.
Smart Handoff
Pass the chat to your team when a person should reply.
Knowledge Driven
Train AI with your docs, FAQs, and business data.
Always Learning
Gets better as your team uses it.
Choose a topic — Home, Features, Pricing, or Contact — to see related questions.
GrowEzy is an AI-powered business growth platform for insurance professionals. You keep customers, policies, renewals, leads, quotes, and commissions in one place.
Insurance agents and brokers in India who manage a customer book and want one system for follow-ups, renewals, and team work.
An insurance CRM is software that helps insurance agents and brokers manage customers, policies, renewal dates, leads, quotes and commissions in one system. GrowEzy is an insurance CRM built for agents and brokers in India, with AI policy data extraction and built-in WhatsApp, SMS and email reminders.
Spreadsheets and generic CRMs are not built around policies and renewals. GrowEzy is designed for insurance work: it stores policy details and renewal dates against each customer, reads policy documents with AI, sends renewal reminders over WhatsApp, SMS and email, and tracks commissions.
No. GrowEzy is built for everyday insurance work. If you use WhatsApp and spreadsheets today, you can learn GrowEzy with the guides and support on your plan.
Yes. GrowEzy runs in your web browser, so you can open it on phone, tablet, or computer with internet access.
GrowEzy is built for business use with access controls for your workspace. Read our Privacy Policy for full details.
You can start the 14-day trial from the website without entering card details for the trial signup flow.
Yes. GrowEzy holds your customer book, policy details, and renewal dates together instead of separate sheets.
You track renewal dates on the platform and use Messaging to send WhatsApp, SMS, or email reminders and follow-ups from GrowEzy.
GrowEzy can extract policy details using AI, including multi-policy upload, so you spend less time on manual entry.
Yes. GrowEzy includes real-time commission calculation, tracking, and reports for your agency.
Yes. GrowEzy supports multiple agency codes in one workspace, so agents who work with several insurers or brokers can see their full customer book in one place.
Messaging is how you send reminders and updates from GrowEzy. It covers WhatsApp, SMS, and email — including policy documents, renewal reminders, and personalized media.
Yes. Growth and Pro plans include a team inbox so you can share conversations, assign chats, and use role-based access on the same customer book.
GrowEzy pricing is shared on request and depends on your team size and policy volume. Every plan starts with a 14-day free trial. Contact the GrowEzy team for current pricing.
Yes. Launch gives you 14 days to try GrowEzy with full access. After that, choose Starter, Growth, or Pro to continue.
Your workspace data stays in your account. You pick a paid plan to keep using GrowEzy.
Your plan covers platform features. Messaging usage is billed separately at actual cost. GrowEzy does not add a markup on Messaging.
Yes. Quarterly billing saves about 5% and annual billing saves about 20%. You can change billing cycle from your dashboard.
Yes. You can change plans and billing cycles from your dashboard. Changes apply from your next billing cycle.
Click Start free trial on the website, create your account, and set up your workspace at app.growezy.in.
Starter includes email support and self-serve guides. Growth and Pro include priority support with guided setup.
You can add or import your customer book during onboarding. Contact the team if you need help with a large import.
Call +91 87790 04488, email support@growezy.in, or use the Contact section. For in-app help, sign in and use Support inside GrowEzy.
Yes. Use the Contact section to request a demo or speak with the GrowEzy team.
Reach us by phone or email on business days; Growth and Pro customers get priority response. Use the Contact section for the fastest routing to the right team.
Reach the GrowEzy team on WhatsApp, email, or visit us in Mumbai. Share what you need and we will take it from there.
Message us on WhatsApp
504-505, Ratan GalaxieJ.N. Raod, Mulund (West)Mumbai 400080, Maharashtra
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