Policy and CRM Management
Manage policies, leads, renewals, customer records, and reports in a single CRM-oriented workflow for intermediaries.
IMT Care is a white-label insurtech platform for brokers, agents, banks and insurers, with policy CRM, branded apps, renewals, multilingual support and employee benefits tools.
IMT Care is a white-label insurtech platform for insurance intermediaries and related distribution businesses. It is positioned for brokers, agents, banks, insurers, and bancassurance teams that need to manage policies, customer communication, and employee benefits from one branded system.
The platform combines CRM-style policy management with customer and employee apps, renewal tracking, WhatsApp campaigns, multilingual support, and workflow tools for enrolment and claims. The site also presents separate solutions for employee benefits and customer engagement, with integrations described for insurers, TPAs, and wellness partners.
Manage policies, leads, renewals, customer records, and reports in a single CRM-oriented workflow for intermediaries.
Offer a branded app for customers or employees on iOS and Android, with white-label presentation across products.
Use WhatsApp chatbots, SMS gateway integration, and campaign tools to communicate with clients and drive renewals or new offers.
Support multilingual navigation and communication, including English, Hindi, and other regional languages listed on the product pages.
Handle claims and enrolment workflows with digital forms, document upload, claim tracking, and reports for HR or service teams.
Configure access, branding, data handling, and administrative setup with features such as RBAC, audit logs, email domain setup, and on-premises data administration on select plans.
Use the customer app and CRM tools to manage multiple policies, send reminders, and run WhatsApp campaigns that support renewals and cross-sell efforts.
Deploy a branded employee benefits portal for corporate clients to handle enrolment, claims, and wellness benefits across multiple insurers and TPAs.
Serve broker, bank, or bancassurance teams that need a white-label platform for policy administration, reporting, and client communication under their own brand.
Support multilingual self-service for customers or employees who need to navigate policies, health cards, claims, or wellness content in a preferred language.
Coordinate onboarding, claims, and policy updates with digitized forms, document uploads, audit logs, and role-based access for internal teams.
IMT Care provides a white-label platform for insurance intermediaries, brokers, agents, banks, and insurers to manage insurance policies, customer interactions, and employee benefits from one system.
The source shows both monthly plans and a 30-day free trial on the pricing page. Customers can also book a demo or contact the team for enterprise pricing.
Yes. The employee benefits platform is described as supporting multiple insurers and TPAs, and the pricing page lists on-premises data administration and white-label configuration options on higher tiers.
The platform includes WhatsApp campaigns, chatbots, multilingual support, policy and CRM management, renewal tracking, and customer or employee-facing apps depending on the product area.
The company states that it is not a registered member with IRDAI and does not sell insurance. Its solutions are provided by registered agents and brokers only.