Use case
Build a CRM App for Insurance and LIC Agents
An insurance agent's real job is remembering things at exactly the right moment: which health policy lapses next Thursday, whose motor cover renews before the monsoon, which client has a premium due this week and hasn't paid. Most agents run all of this on a fat diary, a WhatsApp Broadcast list, and memory. Kashvi lets you describe the agency you actually run and builds a working CRM for it, backed by a real database, real agent logins, and code you can download and keep. No template to bend into shape, no proprietary runtime holding your book of business hostage.
You type what your book looks like, in plain English, and Kashvi generates the whole app: the client and policy tables, the login screen for you and any sub-agents, the renewal dashboard, and a live preview you can click through immediately. Because it produces real code and a real Postgres database, this is not a demo that falls apart on the tenth client. It is the app you run your renewals on, on the web and as a real Android and iOS app you install on your phone for field visits.
What an insurance agent's CRM actually needs
A generic CRM tracks leads and deals. An agent's CRM has to think in policies and renewal dates, because the renewal is where the trail commission and the client relationship both live. Kashvi builds around the specifics of this trade:
- Policy records with type segments — LIC endowment, term, health, motor, ULIP — so you can filter your whole book by category and know exactly how many motor covers renew this quarter.
- A renewal calendar that surfaces what is due in the next 7, 15, and 30 days, with premium amounts in INR and a paid or pending status you tick off as money comes in.
- Premium due tracking per client so you can see, at a glance, who owes what and whose grace period is closing.
- WhatsApp renewal reminders — the single most useful nudge for Indian clients, who read WhatsApp far more reliably than email — so a due-date message goes out instead of a missed renewal.
- Commission and payout notes against each policy, so you can reconcile what the insurer owes you against what you actually earned.
- A client profile that holds the family: spouse, children, their policies, nominee details, and the next cross-sell you have been meaning to make.
How Kashvi builds it from a prompt
You do not configure a database or wire up authentication. You describe the workflow, and Kashvi assembles the schema, the screens, and the login layer, then shows you a running app. You refine it in the same plain language — 'add a field for the nominee', 'group the dashboard by branch' — and it edits the real code underneath. When a generation fails, your credits are refunded, so you are never paying for output you did not get. Pricing and payments are built for India first: INR figures throughout, and Razorpay and UPI as first-class options if you later want clients to pay premiums or you to collect service fees inside the app.
Here are prompts you could paste in to start:
Build a CRM for my LIC agency. I track clients, each with multiple policies (endowment, term, health, motor). Show a renewal dashboard of policies due in the next 30 days with premium amount in INR and a paid or pending toggle, and let me segment my whole book by policy type.
Add a WhatsApp reminder flow: when a policy renewal is 15 days away, queue a message to the client with the policy number, premium due, and due date, and mark whether the reminder was sent.
Give me a family view: one client profile that lists the spouse and children as linked contacts, all their policies and nominees, and a notes field for cross-sell follow-ups. I want a login for me and two sub-agents who only see their own clients.
Add a mobile screen for field visits that shows today's due renewals, lets me log a payment collected, and works on my Android phone offline-friendly enough for a client's home.
You own the book, and the code
Your client list is the most valuable asset you have as an agent. Kashvi's stance is that it stays yours. The full source code is downloadable — you can host it yourself, hand it to a developer, or keep it as insurance against ever being locked out. The database is standard Postgres, not a proprietary store you can never export from. If you grow from a solo agent into a small agency with a team, the same app scales with real logins and per-agent access rather than a spreadsheet everyone edits at once.
| Instead of | You get |
|---|---|
| A diary of renewal dates | A dashboard that surfaces every due policy automatically |
| A WhatsApp Broadcast list | Reminders tied to each client's actual due date and premium |
| Guessing your segment mix | Filter the whole book by LIC, health, or motor in one click |
| A CRM you rent forever | Code and a Postgres database you download and own |
Questions
Frequently asked
- Can it send WhatsApp renewal reminders to my clients?
- You can build a reminder flow that queues a message with the policy number, premium due and due date when a renewal approaches, and tracks whether it was sent. WhatsApp is the channel most Indian clients actually read, which is why it is a natural fit for renewal nudges. You connect your own messaging provider to send at scale.
- Does it handle different policy types like LIC, health and motor?
- Yes. You describe your segments and Kashvi builds policy records tagged by type, so you can filter your entire book — endowment, term, health, motor, ULIP — and see how many of each renew in a given window.
- Do I own my client data and the code?
- Completely. The app runs on a standard Postgres database and the full source code is downloadable. There is no proprietary runtime and no lock-in — you can self-host it or hand it to a developer any time.
- Can I use it on my phone during field visits?
- Yes. Kashvi builds real Android and iOS apps through React Native alongside the web app, so you can pull up today's due renewals and log a payment collected from a client's home, not just at your desk.
- Are the amounts and payments set up for India?
- INR is the default throughout — premium dues, commission notes, everything reads in rupees. If you want to collect premiums or service fees inside the app, Razorpay and UPI are first-class options built for Indian agents.
- What happens if a generation fails?
- You are refunded the credits for it. Kashvi's fair billing means you never pay for an AI generation that did not produce a working result.
Keep exploring
Turn your renewal diary into a working CRM
Describe your agency in a sentence and get a real app — policy tracking, renewal reminders, and a book of business you actually own.
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