Frequently asked questions

Insurance agents and brokers in India who manage a customer book and want one system for follow-ups, renewals, and team work.

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.

No. GrowEzy is software for agents and brokers. It does not sell or underwrite insurance policies.

Yes. GrowEzy holds your customer book, policy details, and renewal dates together instead of separate sheets.

You track renewal dates in the CRM and use Messaging to send WhatsApp, SMS, or email reminders and follow-ups from GrowEzy.

Yes. Growth and Pro plans include a team inbox so your team can share conversations, assign chats, and see the same customer details.

On Growth and Pro plans, the AI assistant can help with common questions. Your team can take over when needed. AI usage is metered based on actual use.

GrowEzy can help extract policy details from documents using AI, so you spend less time typing details manually.

Yes. You can track leads, quotes, and follow-ups inside the CRM.

Yes. GrowEzy includes commission tracking and reports for your agency.

Messaging is how you send reminders and updates from GrowEzy. It covers WhatsApp, SMS, and email.

Yes. You need a phone number to turn on Messaging. The GrowEzy team can guide you during setup on Growth and Pro plans.

Your plan covers CRM features. Messaging usage is billed separately at actual cost. GrowEzy does not add a markup on Messaging.

Yes. You can schedule renewal reminders, follow-ups, and campaigns ahead of time.

Growth includes 2 Messaging numbers and Pro includes 5. Upgrade if you need more.

After the trial: Starter ₹999/month, Growth ₹2,499/month, Pro ₹4,999/month. See the Pricing page for details.

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.

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.

No. Text AI and voice features are metered on Growth and Pro based on actual usage. You can track usage in the dashboard.

GrowEzy is built for business use with access controls for your workspace. Read our Privacy Policy for full details.

Only people you add to your GrowEzy workspace can access your agency data, based on their login and role.

Your workspace data is preserved when you change plans or after your trial ends. See our Refund Policy and Terms.

GrowEzy is a cloud-based CRM. Hosting and compliance details are in our Privacy Policy and Terms.

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 page. For in-app help, sign in and use Support inside the CRM.

Yes. Use the Contact page to request a demo or speak with the GrowEzy team.

No. GrowEzy helps you track renewals and send reminders. Results depend on your follow-up and customer relationships.

No. GrowEzy is your agency CRM. You may still use insurer portals for policy issuance where required.

Yes. You can send Messaging campaigns and scheduled reminders to customer groups from GrowEzy, subject to WhatsApp and messaging provider rules.

You can start the 14-day trial from the website without entering card details for the trial signup flow.