The CRM Built for Insurance Agents in Malaysia
Track every policy expiry in one dashboard and send WhatsApp renewal reminders automatically - motor, life and medical. Stop losing renewals to whoever contacts the client first.
Sound familiar?
Renewals slip away silently
Clients do not call you when their policy expires. They renew with the first agent who reaches them - and that is often not you.
Excel does not send messages
Your spreadsheet knows the expiry dates, but you still have to remember to message every client, one by one.
Generic CRMs are overkill
Salesforce or Zoho need weeks of setup and cost hundreds of ringgit for features an agency never uses.
What you get with RenueTech
Policy expiry dashboard
Every client colour-coded by urgency: red overdue, amber expiring soon, green safe. You know exactly who to contact today.
Automated WhatsApp reminders
Reminders go out from your own number with your template, days before each policy expires.
Bulk remind in one click
Blast all expiring clients at once instead of texting one by one.
Excel import + Google Calendar
Paste your client book from Excel in minutes and see every renewal in your calendar.
Frequently asked questions
Is RenueTech a full CRM?
RenueTech is a lite CRM focused on one job: retention and renewals. You get client records, expiry tracking and automated WhatsApp reminders without the weight and cost of a general-purpose CRM.
Can I import my existing client list?
Yes. Copy and paste straight from Excel or Google Sheets, or upload a CSV. Most businesses are fully set up in under an hour.
Does it work for motor, life and medical?
Yes. Columns are fully customisable, so you can track plate numbers, insurers, premiums, sum assured or anything else your agency needs.
Never lose a renewal again
From RM39/month. Free to start, no credit card, set up in a day.