Freedom251 › Insurance CRM Software
Vaatun Vantage
What Vaatun Vantage is
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. Brokers can upload insurer documents for policy details to be extracted and entered into the system. Opportunity management tracks leads, sales owners, status, follow-ups, and upcoming renewals. The quotation tools generate multi-product quotes, and an AI engine compares insurer offers side by side. Finance functions include brokerage invoicing, commission tracking, payout files, and automated matching of insurer statements to invoices. Dashboards cover pipeline, performance, partners, insurer turnaround time, and renewal rates; reports are formatted for IRDAI/BAP. Catalyze lists ONDC integration with four insurers, while Enterprise lists legacy software/API integration. Vantage is available on web and through an API. Pricing is tailored to the brokerage and available on request; no fixed public rates are listed. Vaatun says data is encrypted in transit and at rest and stored on secure servers in India, though service providers may process it in other jurisdictions.
Who it suits
It is designed for insurance brokers and may suit brokerages seeking tools for policy administration, renewals, quoting, commission work, and client service. Pricing is tailored to the brokerage, so teams must request a quote.
What it does well
- Extracts policy details from insurer documents.
- Tracks upcoming renewals and sales follow-ups.
- Compares insurer quotes side by side.
- Provides IRDAI/BAP formatted reports.
- Encrypts data in transit and at rest.
What to know first
- No fixed public rates are listed.
- Pricing is tailored and requires a quote.
- Service providers may process data outside India.
- Support response timing depends on request and account terms.
Limits
Optimize supports up to 90 users, 2 branches, and 15,000 policies per year. Catalyze supports up to 150 users, 4 branches, and 60,000 policies per year; Enterprise supports up to 320 users and 8 branches, with unlimited policies and opportunities.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Catalyze | Up to 150 users · Up to 4 branches · 60,000 policies/year | On request |
| Optimize | Up to 90 users · Up to 2 branches · 15,000 policies/year | On request |
| Enterprise | Up to 320 users · Up to 8 branches · Unlimited policies and opportunities | On request |
As vaatun.com lists them, read 30 Sept 2026. The maker's own page has the final word.
Getting started
- Visit https://www.vaatun.com/vantage.
- Request a quote for a plan tailored to your brokerage.
- Choose between Optimize, Catalyze, or Enterprise based on the listed capacity limits.
- Use Vantage on the web or through its API.
Verdict
Vantage covers insurance brokerage operations from prospecting through policy service and finance, with plan-dependent integrations. Its pricing is quote-based, and data processing may extend beyond India through service providers.
Questions
How much does Vaatun Vantage cost?
Pricing is tailored to the brokerage and available on request.
Which platforms are supported?
The listed platforms are web and API.
Who is Vaatun Vantage for?
Vaatun describes Vantage as software for insurance brokers and its wider platform as built for insurance intermediaries in global markets.
What are the plan capacity limits?
Optimize allows up to 90 users, 2 branches, and 15,000 policies per year. Catalyze allows up to 150 users, 4 branches, and 60,000 policies per year. Enterprise allows up to 320 users and 8 branches, with unlimited policies and opportunities.
Which integrations are included?
Catalyze includes ONDC integration with four insurers. Enterprise includes legacy software/API integration.
Where is customer data stored?
Vaatun says data is stored on secure servers in India. Service providers may process it in other jurisdictions.
Facts from Vaatun Vantage's own pages
- 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
- Finance
- Vantage supports brokerage invoicing, commission tracking, payout files and automated matching of insurer statements to invoices. · vaatun.com, 30 Sept 2026
- Headquarters
- Gurugram, Haryana, India · vaatun.com, 28 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
- 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
- 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
- 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
- Policy entry
- Vantage can extract policy details from uploaded insurer documents and fill them into the system. · vaatun.com, 30 Sept 2026
- 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
- 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
- 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
- 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
- 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
Where Vaatun Vantage stands on Freedom251
- Insurance CRM Software#29 of 31