Tech riderRev. 30 Sept 2026

Vaatun Vantage

Ch 196.2of 27 Insurance CRM Software

1Runs onAPI, Web
2CostsNot stated by the maker
3Sales pipelinesYes
4Renewal trackingYes
5Agent managementYes
6Email automationYes
7Policyholder portalYes

6 lines stated Written from the maker's own pages: vaatun.com

Visit site Alternatives

Overview

Vaatun Vantage is ranked #19 of 27 in insurance CRM software on Specifiction. 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: 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