How to Get Started with Agent Policy CRM
From access request to full field readiness in minutes — designed specifically for independent Indian insurance advisors.
Request Early Access
Submit your mobile number & preferred plan
Select your preferred pricing plan and send an instant access request to our official WhatsApp onboarding desk with your 10-digit mobile number.
Advisor Verification & One-Time Code
Issued by Rudraashwi operations desk
Our operations team verifies your request and issues a cryptographic single-use activation code paired exclusively with your mobile number.
Activate On Android App
Admin-assisted activation
Open the Agent Policy CRM app, tap "Activate Account", enter your mobile number and your one-time code. Confirm app availability with the desk first.
1-Device Hardware Trust Binding
Your client list locked strictly to your phone
Your unique Android hardware signature is cryptographically bound to your account. Access requires server authorization and proof from the authorized device.
Manage Daily Field Operations
Start tracking policies and sending reminders
Activation and sign-in are in QA. Customer workflows are under validation. Policies, reminders, follow-ups and export are not available yet.
Data Ownership & Development Status
Your customer list is your livelihood
Excel export is planned. Confirm availability with our WhatsApp desk before providing client data.
Even if someone steals your password, they cannot access your client list without explicit approval on your trusted handset.
Get Your One-Time Activation Code
Reach out to our WhatsApp desk now to get your exclusive code and start organizing your policies.