CareDesk brings customers, renewals, CRE follow-ups, quotations, payments, documents, and policy management together in one simple platform.
From the first customer follow-up to the final policy issuance and next renewal, CareDesk s your team manage the complete customer journey.
Manage customer and vehicle information in one centralized, searchable database.
Track upcoming, due, and expired insurance renewals effortlessly with alerts.
Assign customers, manage calls, follow-ups, remarks, and customer responses.
Manage payments, documents, verification, policy processing, and final policy records.
Every step in your dealership and insurance business mapped seamlessly.
Import or add vehicle & client data securely.
Automated tracking of upcoming policy expirations.
Task routed to Customer Relationship Executive.
Calls made and remarks updated in CRM.
Positive response recorded for quotation.
Best insurance quotes sent via SMS/RCS.
Final quote and insurer finalized by client.
Payment made via UPI/Bank transfer.
Operations verifies proof and KYC documents.
Policy generated with insurer.
Final policy document stored and shared.
Cycle repeats for the next renewal year.
Tailored workspaces for Admins, CRE executives, and Operations teams to maximize efficiency.
Complete supervision and master configuration for business owners and managers.
Optimized calling workspace for customer relationship executives.
Backend accuracy and document management for operational teams.
Designed specifically for Indian insurance agencies, brokers, and auto dealerships.
Centralized directory of client records and vehicle details.
Track registration numbers, make, model, and manufacturing years.
Never miss due dates with automated expiry tracking.
Auto or manual distribution of leads to executives.
Log every conversation and outcome instantly.
Set callbacks and reminders for high-conversion leads.
Compare and send multiple insurer rate options.
Record client's approved insurer quote choice.
Upload UPI screenshot and transaction reference ID.
Operations team validation of bank receipts.
Secure storage for RC copy, Aadhaar, and old policies.
Complete lifecycle tracking from issuance to expiry.
Automated WhatsApp and SMS alerts for clients.
Granular business intelligence and revenue metrics.
Granular permissions for Admin, CRE, and Operations.
Complete audit trail of every action and status change.
Customers can pay using their preferred external payment method such as UPI, bank transfer, or other agreed methods. The CRE uploads the payment screenshot and payment details into CareDesk. Operations then verifies the payment before policy processing.
CareDesk keeps track of policy expiry dates and upcoming renewals so your team can contact customers at the right time. Maximize your retention rate and recurring revenue effortlessly.
Real-time breakdown of current month insurance renewals
Instant visibility into team productivity, sales volume, and pending verifications.
Built to eliminate spreadsheets, reduce paperwork, and multiply policy renewals.
Reduce manual work and manage everything from one centralized, lightning-fast platform.
Never lose track of customer conversations, quotations sent, and next callback actions.
Move customers smoothly from quotation selection to payment verification and policy issuance.
Admin and Operations can monitor the complete workflow and team output in real-time.
Track CRE activities, call volumes, follow-up conversions, and overall executive performance.
Keep customer, vehicle, payment proof, document, and policy information neatly organized and secure.
Whether you are an independent agency or a multi-branch auto dealer group, CareDesk scales with you.
Bring your customers, renewals, CRE team, payments, documents, and policies together with CareDesk.in.
Schedule a personalized walkthrough with our insurance workflow specialists to see how CareDesk can transform your dealership or agency.