Rebota wrote this guide, and Rebota is one of the seven products in it. Each product is described from its own pricing page, or its marketplace listing where it publishes no prices, read on 5 November 2026. Nothing is scored or ranked, and Rebota's limits are listed next to its strengths.
Rebota makes software for insurance agents, POSPs and agencies, and this page is ours. We have tried to write the guide we would want if we were the ones buying. Each of the seven products is described only from what its maker publishes on its pricing page, or from its marketplace listing where it has no public price list, all read on 5 November 2026 and linked under Sources at the end. We did not use star ratings, review counts or customer numbers.
Where a page does not mention something, we write "not stated": the product may still have it, so ask. What we say about Rebota comes from the same plan settings that decide what each Rebota plan can open. Prices change; open each page before you decide.
Most solo LIC, health and motor agents need four things: every client and family in one place, renewals that do not slip, commission that matches what the insurer paid, and income figures for the tax return.
Free options exist but are narrow: Rebota's Free plan holds 5 policies, which is enough to try it and not enough to run a book; TatvaCRM's free plan has 1,000 records and three users but no insurance features on its pricing page.
Once other people sell under your code, the hard part moves from reminders to money: who sold what, what each person is owed after holds and TDS, and proof of every payout.
An agency needs roles that limit what each person sees, an audit trail, branches, and reports by insurer, product, agent and branch.
Every figure about another product on this page comes from these pages, read on 5 November 2026. Rebota's figures come from its own plan settings and its insurance page.
| Product | What it is | Listed price (read 5 November 2026) | Policies | Sub-agents / POSPs | Free or trial |
|---|---|---|---|---|---|
| Rebota | Insurance agent, POSP, broker and agency software | Free · Lite ₹799 · Solo ₹1,499 · Pro ₹3,999 · Agency ₹7,999 a year (Before GST; 18% added (Pro ₹4,719, Agency ₹9,439 with GST)) | 5 (Free) to no limit (Agency) | 10 (Pro), 50 (Agency); each can sign in to see, or work on, their own business only, with access you set per person | Free plan with no end date |
| Agenex | Insurance agent CRM | 9 plans from Silver ₹999 a year (₹1,000 in the plan table, first year shown at 50% off) to Crown ₹16,200 a year (GST included, as the page states) | 150 (Silver) to 25,000 (Crown) | Sub-agent network listed; number not stated | 10 policy entries free |
| Insuorg | Insurance agency software | Starter Desk ₹4,999 a year (₹499 a month) · Growth Team ₹9,999 (₹999) · Enterprise Book ₹18,999 (₹1,899) (Before GST, as the page states) | 150 · 500 · unlimited | Not stated on the pricing page | 14 days |
| InsuranceDesk | Insurance agent software | 6 months ₹5,000 · 12 months ₹8,999 (Not stated) | Not stated as a limit; 1,000 (6 months) or 2,000 (12 months) AI policy reads | 10 (6 months), 20 (12 months); 5 in the trial | 30 days (50 clients) |
| TatvaCRM | General CRM, not insurance-specific | Free · Starter ₹449 a user a month (yearly; ₹559 monthly) · Professional ₹999 a user a month (yearly; ₹1,249 monthly) (18% GST added, as the page states) | Free plan 1,000 records; insurance records not stated | Not stated | Free plan |
| IMD.Mitra | Insurance agency software | Price on request | Not stated | Not stated | Not stated |
| SAIBAOnline | Broker and agency back office | Quote-based | Not stated | Not stated | Not stated |
Indian agents, POSPs and agencies who want their whole book in one place and the money side done properly: commission by insurer with TDS, sub-agent payouts with holds and proof, and reconciliation against insurer statements and the bank. Rebota covers a solo agent on Lite or Solo and an agency with branches on Agency.
Anyone who needs live quotes from insurers or policy issue inside the software, an agent who wants automatic WhatsApp sending on the cheapest plan, and anyone who wants a free website bundled with the plan.
Agenex when a bundled agent website and birthday wishes matter and the book fits its policy limits. InsuranceDesk when you want a client app and a fixed 6- or 12-month price. Insuorg when you want unlimited users on one plan. A broker back-office such as SAIBAOnline when you run a broking firm with its own processes.
Fewer than about a hundred policies, no one selling under you, and an owner who checks the renewal sheet every week. Excel stops working when renewals start slipping or commission no longer matches the insurer's statement.
GST on prices shown before tax; extra users; automatic WhatsApp messages beyond the monthly allowance; typing in an old book by hand if the software cannot read policy PDFs or import Excel; and the time to check commission when the software does not reconcile it.
Choose by how you sell. A solo agent can compare Agenex, Rebota Lite or Solo, Insuorg Starter Desk and InsuranceDesk on price per policy. An agent with POSPs or sub-agents should shortlist products that handle payouts and TDS, such as Rebota Pro and InsuranceDesk. An agency with branches should compare Rebota Agency, Insuorg Enterprise Book and Agenex Crown, and ask the broker back-offices for quotes.
Take ten real policies to every trial: one life, one health, one motor, one group policy and one sold by a sub-agent. Read the PDFs in, set a renewal, record a commission statement from an insurer and pay the sub-agent. Whatever the software cannot do with your own papers in the trial, it will not do later.
