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Cyepro Insurance CRM Platform

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Organization Details

Admin Setup

Location Upload

Review & Save

Organization Details

Fill in all the details about the organization you are onboarding.

A. Identity

Legal Business Name*

Trade / DBA Name

Business Type*

Date of Incorporation*

Industry Sector*

Motor InsuranceGeneral InsuranceLife InsuranceComposite Insurance

URL Slug*

auto

Used to generate employee login IDs, e.g. john@yourdomain.in. Employees sign in with their USER ID, not this email.

Website URL

Organization Logo

Upload logo (PNG, JPG, SVG — max 2 MB)

LinkedIn Page

Facebook Page

Instagram

Twitter / X

YouTube Channel

B. Legal & Regulatory

PAN Number*

GST Number

CIN (Company Identification No.)

Dealer Registration No.

IRDAI License Number

IRDAI License Type

IRDAI License Valid Until

Nature of Possession*

C. Principal Business Address

PIN Code*

City*

State*

Address Line 1*

Address Line 2

D. Primary Contact Person

Full Name*

Designation*

Email*

Phone*

Secondary Contact Name

Secondary Contact Email

Secondary Contact Phone

E. Platform Configuration

Subscription Plan*

Max Users / Seats*

Enabled Modules *

Modules are assigned automatically from the selected subscription plan.

Internal Notes

F. Consent & Compliance *

I accept the Terms of Service on behalf of this organization.

I accept the Data Processing Agreement.

I acknowledge the Privacy Notice and confirm the organization is aware of data collection purposes.