Vaatun Vantage

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About

Vaatun Vantage is ranked #3 of 28 in insurance CRM software on Inferse. It runs on API, Web.

Compared on insurance CRM software

Sales pipelines: Yesvaatun.com
Renewal tracking: Yesvaatun.com
Agent management: Yesvaatun.com
Email automation: Yesvaatun.com
Policyholder portal: Yesvaatun.com

Facts

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.vaatun.com · 30 Sept 2026
Policy entry: Vantage can extract policy details from uploaded insurer documents and fill them into the system.vaatun.com · 30 Sept 2026
Sales workflow: Its opportunity management system can create opportunities for upcoming renewals and track leads, sales owners, status and follow-ups.vaatun.com · 30 Sept 2026
Quotations: The quotation management system generates multi-product quotes, and its AI quotation engine compares multiple insurer quotes side by side.vaatun.com · 30 Sept 2026
Finance: Vantage supports brokerage invoicing, commission tracking, payout files and automated matching of insurer statements to invoices.vaatun.com · 30 Sept 2026
Management and reporting: The product provides dashboards for pipeline, performance, partners, insurer turnaround time and renewal rates, as well as IRDAI/BAP formatted reports.vaatun.com · 30 Sept 2026
Integrations: The pricing page lists ONDC integration with four insurers in Catalyze and legacy software/API integration in Enterprise.vaatun.com · 30 Sept 2026
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.vaatun.com · 30 Sept 2026
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.vaatun.com · 30 Sept 2026
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.vaatun.com · 30 Sept 2026
Plan pricing: Vaatun says plan pricing is tailored to the brokerage and does not publish fixed public rates; customers can request a quote.vaatun.com · 30 Sept 2026
Intended users: Vaatun describes Vantage as software for insurance brokers and says its wider platform is built for insurance intermediaries in global markets.vaatun.com · 30 Sept 2026