AmlerWise by Amlertech
Customer relationships. Recurring revenue. Intelligent automation.
The CRM that tells you what to do today — every renewal, follow-up and important date, organised and automated.
No card needed for the Free plan.
One platform, built for your industry
Choose the product that fits your business. Your workspace is configured with the right terminology, records, dashboard and automations.
AmlerWise Insurance
Insurance advisors, POSPs and agencies
Never miss a renewal again.
Use cases
- • Track every policy and its expiry date
- • Run a renewal pipeline with reminders
- • Follow up on leads and quotations
Key features
- Customer 360° profiles & family relationships
- Motor, health, life & commercial policies
- Renewal center with automated reminders
- Email & WhatsApp Business messaging
- AI copilot for summaries and drafts
AmlerWise Auto
Automotive dealers and service centres
Keep every vehicle owner coming back.
Use cases
- • Service schedule reminders
- • Warranty tracking
- • Vehicle insurance renewals
Key features
- Vehicle owner records
- Service reminders
- Warranty expiry tracking
- Dealer workflows
AmlerWise Business
Accountants, tax consultants and compliance firms
Every filing, every deadline, on time.
Use cases
- • Compliance deadlines
- • Tax filing reminders
- • Client document requests
Key features
- Business client records
- Compliance calendar
- Document requests
- Recurring engagements
AmlerWise Services
IT service providers and digital agencies
Recurring services, zero missed renewals.
Use cases
- • Domain & hosting renewals
- • Maintenance contracts
- • Support schedules
Key features
- Client accounts
- Contract renewals
- Service schedules
- Support requests
Everything an insurance advisor needs
AmlerWise Insurance is our first complete product — built around the question “what do I need to do today?”
Renewal center
See what's upcoming, due and overdue. Move renewals through a clear pipeline and record outcomes and loss reasons.
Customer 360°
Profiles with policies, family relationships, important dates, consent, documents and a full activity timeline.
Automations
Create tasks, send reminders and notify your team automatically — with execution logs, retries and stop conditions.
Email & WhatsApp
Templates, scheduled messages and delivery tracking through official providers only. Opt-outs are always respected.
AI copilot
Customer summaries, message drafts, renewal priorities and policy document extraction — always with your review.
Tasks & calendar
Personal and team tasks with due dates, priorities, reminders, recurrence and a calendar view.
Import from spreadsheets
Bring your existing book with column mapping, validation, preview and duplicate detection.
Private by design
Workspace-level isolation, role-based access, audit logs and private document storage.
Daily briefing
Start every day knowing exactly which renewals, tasks and follow-ups need you.
Built for advisors and agencies
- Individual advisors: keep your whole book in one place and never miss an expiry.
- Agencies: assign customers and renewals to your team, track advisor activity and conversion.
- Growing teams: roles and permissions, automations and reporting that scale with you.
Your morning, sorted
- ✓ Renewals due today and this week
- ✓ Overdue follow-ups, highlighted with reasons
- ✓ Birthdays and policy anniversaries
- ✓ Pending quotations and open tasks
Frequently asked questions
Who is AmlerWise Insurance for?
Individual insurance advisors, POSPs and small to mid-sized agencies who manage renewals and customer relationships across motor, health, life and commercial lines.
Is there a free plan?
Yes. The Free plan lets you try the product with limited customers and policies. Paid plans unlock higher limits, team seats, automation and AI usage.
Do you integrate directly with insurers?
Not yet. You maintain your own insurer directory. We do not claim any official insurer integrations or affiliations.
How does WhatsApp messaging work?
Through the official WhatsApp Business Platform (Cloud API) using your own approved business account and templates. We never automate personal WhatsApp accounts.
Is my customer data used to train AI models?
No. Customer data is not used to train external AI models. AI features only work on your own workspace data, and messages are never sent without your approval.
When will Auto, Business and Services be available?
They are in development. You can see them on the product selector, marked honestly as “Coming soon”.
Ready to stop missing renewals?
Set up your workspace in a few minutes.