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Starts at
₹800/mo
iorta Salesdrive
by iorta Technology Solutions · Mumbai, Maharashtra · Since 2017
Insurance sales cycle management across every channel, part of the iorta agentic policy lifecycle suite.
- Starting price
- Price on request
- Outcome-based, not per seat
- Free trial / plan
- No free plan
- Contact iorta
- Deployment
- Cloud
- Web
- App Advisor rating
- 4.2
- transparency & India fit
What is iorta Salesdrive?
iorta Salesdrive is a sales management platform for insurers, built by iorta Technology Solutions, a Mumbai InsurTech founded in 2017 by Easwara Murthy and Himanshu Gupta. It is not a general CRM. It is built around the insurance distribution chain: recruiting and licensing agents, tracking leads and activities, issuing quotes and proposals, collecting premiums and running renewal campaigns. Agency, bancassurance, broking and direct or online channels all run on the same system. iorta lists Tata AIG, Aviva, Manipal Cigna, Edelweiss Tokio Life and Oona Insurance as clients, and Edelweiss Tokio describes using Salesdrive for opportunity tracking and renewal collections.
The product has 12 modules. They include agent onboarding with licence tracking, customer onboarding with OCR document capture, payment links and proposal PDFs, sales contests and clubs, content management, and a B2C portal for policy access, service requests and claims. Its newer layer is Dot, a set of AI agents. A Distribution Agent prepares advisors and drafts quotes, and a Persistency Agent flags renewals at risk and sequences the follow-up. Each action is audit-logged.
Buying works differently from most SaaS. iorta says it sells on outcomes, not seats or licences, and it deploys inside the customer's own perimeter using forward-deployed engineers. That suits a regulated insurer but rules out self-serve evaluation. There is no price list, trial or published integration catalogue. iorta holds ISO/IEC 27001:2022 certification.
Shortlist Salesdrive if you are a life, health or general insurer, or a large broker, with thousands of agents or bank partners. A small POSP agency can manage with a simpler CRM.
What works well
- +Purpose-built for insurance distribution across agency, bancassurance, broking and direct channels
- +Agent recruitment, training and licence tracking sit alongside sales tracking
- +Customer onboarding includes OCR document capture, payment links and proposal PDF generation
- +Persistency AI agent flags at-risk renewals and sequences outreach with audit logs
- +iorta holds ISO/IEC 27001:2022 certification for information security
- +Reference insurers include Tata AIG, Manipal Cigna and Edelweiss Tokio Life
What to watch out for
- −No public pricing; iorta sells on outcome-based commercial terms agreed with sales
- −No free trial or self-serve demo account
- −Named third-party integrations such as core policy admin systems are not published
- −Mobile app details and platforms are not described on the product page
- −Too heavy for small agencies or individual POSP advisors
Best suited for: Indian life, health and general insurers managing large agency forces · Insurers selling through bank partners who need bancassurance channel management · Insurance brokers running multi-channel sales and renewal teams · Insurers that need on-perimeter deployment for regulatory reasons
iorta Salesdrive at a glance
Analysing iorta Salesdrive — pricing, features, reviews and alternatives…
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iorta Salesdrive features
Researched from iorta Salesdrive's official product pages · updated October 2026.
Sales and leads
- Lead management with online lead capture via API
- Activity and task management
- Sales performance management
- Sales contests, clubs, rewards and recognition
- Content management for advisors
Onboarding
- Agent recruitment and training
- Licence tracking
- Customer quotes and proposal PDF generation
- OCR document extraction
- Payment links over email and SMS
Customers and renewals
- Renewal management
- Upselling and cross-selling
- B2C portal for policy access and service requests
- Claims filing and premium payment for customers
Administration
- Distribution channel management for agency, broking, banca and online
- User and business hierarchy setup
- Rule-based dynamic notifications by SMS, email and push
- Excel bulk upload and phonebook sync
AI capabilities
- Distribution Agent preps advisors and builds tailored quotes
- Persistency Agent flags at-risk renewals and sequences outreach
- All Dot agent actions recorded in an audit trail
iorta Salesdrive pricing (INR)
SourceEvery edition as published by the vendor. Prices exclude GST unless stated. Full iorta Salesdrive pricing breakdown
Salesdrive (enterprise)
Quote on request
- 12 modules covering leads, onboarding, renewals and channel management
- Dot AI agents for distribution and persistency
- Deployment inside the insurer's perimeter by iorta engineers
- • iorta states that it sells on outcomes, not seats and not licences; no prices are published.
- • Commercials are agreed with iorta sales; confirm GST treatment in the proposal.
- • No free trial is mentioned on iorta.ai.
Buying for a team? App Advisor can get you a volume quote and any partner discount available.
Integrations, security & India
Integrations
- Payment gateway
- SMS gateway
- Push notifications
- Lead capture API
- Phonebook sync
For Indian businesses
- Headquartered in MIDC, Andheri East, Mumbai
- Indian insurer clients include Tata AIG, Manipal Cigna Health Insurance and Edelweiss Tokio Life
- Supports bancassurance and agency channels, the two dominant insurance distribution routes in India
- Named a Top 10 Most Promising Sales Technology Provider in India in 2021
Trust, compliance & who uses iorta Salesdrive
2017
In business since
Certifications & compliance
- ISO/IEC 27001:2022 — Company-level information security certification stated by iorta Source
Each claim links to the vendor's own published statement. Always confirm current certificate validity directly with the vendor.
Is iorta Salesdrive the best choice for you?
Best choice if you are…
- Indian life, health and general insurers managing large agency forces
- Insurers selling through bank partners who need bancassurance channel management
- Insurance brokers running multi-channel sales and renewal teams
- Insurers that need on-perimeter deployment for regulatory reasons
Look elsewhere if you are…
- Individual agents or small POSP agencies wanting a low-cost CRM
- Non-insurance businesses looking for a general sales CRM
Still comparing? Get an unbiased shortlist and demos arranged for free.
Sources (4) · updated October 2026
Specifications
- Category
- CRM software, Insurance, lending & banking CRM
- Vendor
- iorta Technology Solutions
- Headquarters
- Mumbai, Maharashtra
- Founded
- 2017
- Pricing model
- Quote-based
- Starting price
- On request
- Deployment
- Cloud
- Platforms
- Web
- Best for
- Mid-market, Enterprise
- Made in India
- Yes
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iorta Salesdrive — frequently asked questions
What is iorta Salesdrive?+
iorta Salesdrive is an insurance sales management platform from Mumbai-based iorta Technology Solutions. It handles agent recruitment and licensing, leads, quotes, proposals, payment links, renewals and channel management for agency, bancassurance, broking and direct sales. Its Dot AI agents prepare advisors and flag renewals at risk of lapsing.
How much does iorta Salesdrive cost?+
iorta does not publish Salesdrive prices. The company says it sells on outcomes rather than seats or licences, so the commercial terms are agreed with its sales team and depend on your distribution scale and the modules you need. Ask iorta to show GST separately in the proposal and to define the outcome metrics clearly.
Is there a free trial of iorta Salesdrive?+
No. iorta Salesdrive has no free plan, and the website does not mention a trial. iorta deploys Salesdrive inside the insurer's own environment using its forward-deployed engineers, so evaluation usually happens through a scoped pilot on one channel, such as agency renewals, rather than a self-serve account.
Who uses iorta Salesdrive?+
iorta lists Tata AIG, Aviva, Manipal Cigna Health Insurance, Edelweiss Tokio Life Insurance and Oona Insurance among its clients. Edelweiss Tokio Life has given a testimonial about using Salesdrive to manage opportunities and renewal collections across channels. iorta says it has more than 200 staff and 10 offices across India, APAC, Africa and the Middle East.
Is iorta Salesdrive secure for insurer data?+
iorta states that it is ISO/IEC 27001:2022 certified for information security management. Salesdrive is deployed inside the customer's perimeter, and actions by its Dot AI agents are recorded in an audit trail. Insurers should still request the certificate and confirm data residency and IRDAI outsourcing alignment during procurement.
Does iorta Salesdrive handle bancassurance?+
Yes. iorta Salesdrive includes distribution channel management for agency, broking, bancassurance and online sales in one system. Bank partner staff, tied agents and digital teams can work from the same lead, quote and renewal records, which helps insurers compare channel performance and standardise how advice is recorded.
iorta Salesdrive vs Salesforce for insurance: which should I choose?+
iorta Salesdrive ships with insurance workflows out of the box, including agent licensing, proposals, renewals and bancassurance channels, and it is built in Mumbai for Indian insurers. A general CRM such as Salesforce needs an insurance configuration or partner build. Choose Salesdrive if you want domain features quickly, and a general CRM if you need a broad ecosystem.
Does iorta Salesdrive have a mobile app?+
The Salesdrive product page refers to advisors calling customers from the app and capturing geo-location for events, which points to mobile use by field agents. iorta does not publish the supported platforms or an app store listing, so confirm Android and iOS support and offline capability with iorta before rollout.
What is iorta Salesdrive?+
iorta Salesdrive is crm software by iorta Technology Solutions, an Indian company from Mumbai. Insurance sales cycle management across every channel, part of the iorta agentic policy lifecycle suite.
How much does iorta Salesdrive cost?+
iorta Salesdrive is priced on request. Request a demo through App Advisor and we will ask the vendor for a written quote.
Does iorta Salesdrive offer a free trial or free plan?+
iorta Salesdrive does not advertise a free plan; ask the vendor for a trial or a guided demo.
Is iorta Salesdrive made in India?+
Yes. iorta Salesdrive is built by iorta Technology Solutions, headquartered in Mumbai, Maharashtra.
Who is iorta Salesdrive best suited for?+
iorta Salesdrive suits mid-market, enterprise buyers looking for crm software with insurance, lending & banking crm.
What are the best alternatives to iorta Salesdrive?+
Popular alternatives in crm software include Zoho CRM, Freshsales, LeadSquared. Use App Advisor's compare tool to see them side by side.
How is iorta Salesdrive deployed?+
iorta Salesdrive is available as a cloud (SaaS) product, with web access.
Guides that mention iorta Salesdrive
About iorta Technology Solutions
iorta Technology Solutions · Mumbai, Maharashtra · Founded 2017 · 1 product in our catalogue · Indian company
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