Kavach — Insurance CRM

Add new

Policy holder

Phone

Product (from catalog)

Premium / yr (₹)

Renews on

Prospect name

Phone

Interested in (product)

Est. premium (₹)

Add product

Product name

Insurer

Category

Commission %

Insurer name

Short code

Brand colour

Type

New template

Template name

Category

Message

Tags get filled automatically: {name} {product} {brand} {premium} {date} {agent}

Send WhatsApp

To (name)

Phone

Template

Message (editable)