Vaatun Vantage
Vaatun Vantage is an AI-native ERP and CRM for insurance brokers, available through web and API.
What Vaatun Vantage is
Vaatun Vantage is an AI-native ERP and CRM for insurance brokers, available through web and API. It covers pre-sales, policy administration, renewals, claims, accounts, commission reconciliation, and client service. Brokers can upload insurer documents so policy details are extracted into the system. Opportunity management tracks leads, sales owners, statuses, follow-ups, and upcoming renewals. Quotation tools create multi-product quotes, while an AI quotation engine compares insurer quotes side by side. Finance features include brokerage invoicing, commission tracking, payout files, and matching insurer statements with invoices. Dashboards cover pipeline, performance, partners, insurer turnaround time, and renewal rates, with IRDAI/BAP-formatted reports. Plans support different user, branch, and policy volumes, with Catalyze listing ONDC integration and Enterprise listing legacy software/API integration. Pricing is tailored and available on request. Vaatun says data is encrypted and stored on secure servers in India.
Good
- Extracts policy details from uploaded insurer documents
- Compares multiple insurer quotes side by side
- Tracks leads and upcoming renewals
- Provides brokerage invoicing and commission matching
- Includes pipeline and renewal dashboards
Watch out
- Pricing is available only on request
- Service providers may process data in other jurisdictions
- Plan limits vary by users, branches, and policies
Who it suits
Vantage suits insurance brokerages needing one system for sales, policy servicing, renewals, claims, finance, and reporting. It is intended for insurance intermediaries operating through web or API workflows.
Verdict
Vaatun Vantage brings brokerage sales, policy work, quotations, finance, and reporting into one insurance-focused platform. Its tailored pricing and plan-specific integrations require a conversation with Vaatun before selection.
Plans and prices
From Vaatun Vantage's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Catalyze | Priced on request | Up to 150 users · Up to 4 branches · 60,000 policies/year |
| Enterprise | Priced on request | Up to 320 users · Up to 8 branches · Unlimited policies and opportunities |
| Optimize | Priced on request | Up to 90 users · Up to 2 branches · 15,000 policies/year |
The facts
Each one read from Vaatun Vantage's own pages, with the date it was checked.
What it does
- 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.checked 30 Sep 2026
- Finance
- Vantage supports brokerage invoicing, commission tracking, payout files and automated matching of insurer statements to invoices.checked 30 Sep 2026
- Integrations
- The pricing page lists ONDC integration with four insurers in Catalyze and legacy software/API integration in Enterprise.checked 30 Sep 2026
- Intended users
- Vaatun describes Vantage as software for insurance brokers and says its wider platform is built for insurance intermediaries in global markets.checked 30 Sep 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.checked 30 Sep 2026
- Policy entry
- Vantage can extract policy details from uploaded insurer documents and fill them into the system.checked 30 Sep 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.checked 30 Sep 2026
- Quotations
- The quotation management system generates multi-product quotes, and its AI quotation engine compares multiple insurer quotes side by side.checked 30 Sep 2026
- Sales workflow
- Its opportunity management system can create opportunities for upcoming renewals and track leads, sales owners, status and follow-ups.checked 30 Sep 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.checked 30 Sep 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.checked 30 Sep 2026
The company
- Headquarters
- Gurugram, Haryana, Indiachecked 28 Sep 2026
Money
- Plan pricing
- Vaatun says plan pricing is tailored to the brokerage and does not publish fixed public rates; customers can request a quote.checked 30 Sep 2026
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