DG Saarthi

DigitalGyani

About this app

🚀 Streamline Your Insurance Business with Our All-in-One CRM App

Whether you're an individual agent or managing a growing insurance team, our app is designed to simplify lead management, automate follow-ups, and supercharge your productivity—all from your mobile device.
🧠 Key Features:

✅ Lead Management
Track, organize, and manage all your insurance leads in one place. Easily assign leads to team members, update lead status, and follow every stage of the customer journey.

✅ Appointment & Follow-Up Tracking
Create appointments and follow-ups for your leads. Get reminders so you never miss a touchpoint. Build better relationships with prospects.

✅ Team Access
Admins can invite and manage team members, delegate tasks, and monitor progress in real-time. Improve collaboration across your insurance network.

✅ Marketing Banners with Branding
Get access to a wide range of ready-made marketing banners. Auto-personalize them with your company name and contact info—perfect for social media and client outreach.

✅ Upload & Download Reports
Easily upload or download reports for leads, employees, or performance. Keep your data organized and accessible anytime, anywhere.

✅ Profile & Branding Management
Let users manage their profile, upload a company logo, and personalize their workspace. It’s your business—your way.


🔒 Secure & Reliable
Built on Firebase Authentication
Data stored securely
Role-based access for admins and team members


Manage your entire insurance business on the go. No spreadsheets. No chaos. Just clarity and control—right at your fingertips.

📲 Download now and simplify your workflow today!