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 is for
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 is good
- 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.
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.
Get started with Vaatun Vantage
- 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.
Limits to know first
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.
Questions about Vaatun Vantage
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.
Vaatun Vantage plans and pricing
All plansCompared on insurance CRM software
- Sales pipelines
- Yes
- Renewal tracking
- Yes
- Agent management
- Yes
- Email automation
- Yes
- Policyholder portal
- Yes
