Vaatun Vantage

6.1easy start · #19 of 27
in Insurance CRM Software

Free to practise onnot on record
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Runs on api, Web.

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Vaatun Vantage is ranked #19 of 27 in insurance CRM software on The Geeks Club. It runs on API, Web.

Vaatun Vantage plans and pricing

All plans

Catalyze Not published Up to 150 users · Up to 4 branches · 60,000 policies/year vaatun.com · 30 Sept 2026

Optimize Not published Up to 90 users · Up to 2 branches · 15,000 policies/year vaatun.com · 30 Sept 2026

Enterprise Not published Up to 320 users · Up to 8 branches · Unlimited policies and opportunities vaatun.com · 30 Sept 2026

Compared on insurance CRM software

Sales pipelines: Yes
Renewal tracking: Yes
Agent management: Yes
Email automation: Yes
Policyholder portal: Yes

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The record

Product: Vaatun Vantage is an AI-native ERP and CRM for insurance brokers, covering pre-sales, policy administration, renewals, claims, accounts, commission reconciliation and client service.
Policy entry: Vantage can extract policy details from uploaded insurer documents and fill them into the system.
Sales workflow: Its opportunity management system can create opportunities for upcoming renewals and track leads, sales owners, status and follow-ups.
Quotations: The quotation management system generates multi-product quotes, and its AI quotation engine compares multiple insurer quotes side by side.
Finance: Vantage supports brokerage invoicing, commission tracking, payout files and automated matching of insurer statements to invoices.
Management and reporting: The product provides dashboards for pipeline, performance, partners, insurer turnaround time and renewal rates, as well as IRDAI/BAP formatted reports.
Integrations: The pricing page lists ONDC integration with four insurers in Catalyze and legacy software/API integration in Enterprise.
Security: Vaatun says it encrypts data in transit and at rest and uses access controls, authentication, security assessments, employee training, backups and disaster recovery procedures.
Data handling: Vaatun says it does not sell personal information and that it stores data on secure servers in India, with possible processing in other jurisdictions by service providers.
Support: Support requests can be emailed from any time zone and are reviewed during core support windows; response timing depends on the request and the account’s agreed terms.
Plan pricing: Vaatun says plan pricing is tailored to the brokerage and does not publish fixed public rates; customers can request a quote.
Intended users: Vaatun describes Vantage as software for insurance brokers and says its wider platform is built for insurance intermediaries in global markets.
Headquarters: Gurugram, Haryana, India

Where it ranks on The Geeks Club

Best Insurance CRM Software in 2026#19 of 27

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Sources

vaatun.com/vantage· checked 30 Sept 2026
vaatun.com/pricing· checked 30 Sept 2026
vaatun.com/privacy-policy· checked 30 Sept 2026
vaatun.com/support· checked 30 Sept 2026