Finance, Insurance & Law Software

Feature & Pricing

Our Product use by these businesses

Life Insurance Agency

Vehicle Insurance

Investment Agency

Mutual Funds Agency



Tax Consultant

Membroz is the right move to grow business

If you’re an insurance broker or financial organization dealing with claims. The traditional way of evaluating/storing a claim file might just be slowing you down. Membroz lets you manage your files and access them at the click of a button. It lets you create membership for your customers so that they can access information regarding their file at any given time. Membroz Insurance Agency Management Software lets you pay the bills and track your sales or performance. Membroz will do it all for you right from onboarding a customer all the way to billing them.


Evaluating a claim request from a client is made easy with Membroz. It lets you set parameters and once a claim does come through. Based on the set parameters membroz dishes out whether the claim will be approved or not. Say goodbye to combing through the claim file to find if it can be processed as per your company’s policies. Now Membroz churns out the data in no time at just the push of a button.


Customer Relationship Management

Membroz lets you build your relationship with your customers. It helps you manage/solve customer queries. Membroz also lets you track user activity of your member clients to better understand them and helps you pitch them with relevant insurance policies as per the search term used on your website. Afterall the better the service and support your firm can provide the better they trust you and your firm thereby retaining them as your permanent clients.

Product Features


Clients Management

Complete control on clients profile and Policy enrolment. Easy way to configure payment terms.


Payment & Billing

Easy and secure access, auto generate bill based on payment terms, create invoices, receive payments online and keep track of payments.


Enquiry Management

Capture enquiry generated from various sources like website, reference and direct meet. Manage follow-up and closer.

Manage Users

User Access Control

Manage users, profiles, roles and groups, record and data sharing based on users, protects confidential information.

activity management

User Activity Audit

Get a complete timeline of all user activities, user session monitoring capability, detect and stop malicious user activities.

performance management

Sales & Performance Track

Manage & monitor sales performance of the team and individual, record sales performance data, monitor team progress, generate reports.

Looking for an Enterprise Plan?

Membroz Enterprise Plan offers unmatched benefits for a big organization with multi-locations and large users.
Enterprise Plan starts at $500/month Billable Yearly
Help us understand what you need to stay competitive and grow your business with Membroz.

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Our Most Valuable Customers