What is the best CRM for insurance agents in India?
- For an agent or a small agency the deciding features are narrow: the policy on screen when the customer rings, a renewal date that rings you before it lapses, and premium details that can go on WhatsApp in one tap. Large insurance CRMs do underwriting workflow that an agent never touches and dialing that an agent uses all day.
How do I stop policy renewals from lapsing?
- Attach the renewal date to the policy when you record it, and call ahead of the date rather than on it. A lapsed policy is almost never a decision; it is a call that happened too late or not at all. The reminder ringing two to four weeks early is what turns that around.
Can I manage both life and general insurance in one place?
- Yes. Each policy is a record with its own type, insurer, premium and renewal date, so an agent selling motor, health and term keeps them in one book and filters by whichever is due. Most agents find the motor renewals carry the calling volume and the term policies carry the value.
Can I see which customers have more than one policy?
- Yes, because the records attach to the person rather than sitting as separate rows. That view is where most agency growth comes from: a motor customer with no health cover is a warmer lead than anybody on a bought list.
Is there a free telecalling app for insurance agents?
- The calling half is free permanently: dialing your policy book, filters, call analysis, analytics and automatic WhatsApp when a call ends. What is paid is the record keeping, which for an insurance agent is usually the part worth having, since the renewal date is the whole business.
Can I send the policy document on WhatsApp?
- Yes, as an attachment on the message that goes out when the call ends, along with the premium and the due date filled in from the record. Sending it while the customer is still thinking about the conversation is measurably better than an email they open next week.
How do I handle a customer who wants to compare premiums?
- Record what they asked for and set a short callback, because a comparison conversation almost never closes on the first call. The note carries the competing quote into the next conversation, which is what stops you re-asking and starting the negotiation again from nothing.
Can it remind me of a renewal every year automatically?
- Yes. Set the renewal reminder once with a yearly repeat and it rings every year on that date, with the policy details in the note. Half-yearly, quarterly and monthly modes repeat the same way.
Does it show the policy details when the customer calls me?
- Yes. Policy number, plan, premium and renewal date are fields on the client record, and the call screen shows the record when that number rings, even over the lock screen.
Can I send the premium amount on WhatsApp in one tap?
- Yes. A saved template with the premium and the due date filled in from the record, sent from the call screen or the reminder. With a WhatsApp Business API it can be sent automatically before the due date.
Is call recording available for compliance?
- No. Android does not allow third-party apps to record calls on current phones, so Telecalling Software does not offer it. It records who was called, when, for how long, the stage and the note, which is what most agencies use for follow-up and disputes.
Can the agency head see each advisor's renewals?
- Yes. The dashboard shows renewals due, called, paid and lapsed per advisor for any date range, with the notes behind each number, and permissions decide who may export or edit.
Does it work for LIC agents with a single phone?
- Yes. One agent uses it alone: import the policy list, set renewal reminders, dial new leads, send premium reminders on WhatsApp. The price is the same ₹161 per user per month.
Can I import my existing policy book?
- Yes. Import an Excel or CSV with a mobile number column; every other column becomes a field, so policy number, plan, premium and renewal date come in with it.
Does the customer see a company number or mine?
- Yours. Calls go through the SIM in your phone, so the customer sees the number they have saved for you and picks up.
