Telecalling app for insurance agents

Telecalling App for Insurance Agents | Renewals, Leads and Follow-ups

Insurance sales is a long follow-up game: quotes, comparisons, renewals. Sukam Tele CRM keeps every client conversation on record, reminds agents of renewal dates and shows the agency owner what each team member did today.

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Android appWorks on your own SIM7-day free trialSetup done by us

Today’s calls

Next lead (sample)Rahul SharmaInterested · follow-up 4 PM

Auto dial next

Call recorded02:41 · saved to lead

AI Call SummaryWants site visit on Saturday

Follow-up reminder set

Lead auto-assigned

Where insurance telecalling goes wrong

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Renewals forgotten

Policy due dates live in notebooks and Excel files.

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Quotes never followed up

A quote sent on WhatsApp with no next call date rarely converts.

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Agents keep clients private

History sits on personal phones and leaves with the agent.

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Recording for trust and disputes

Every call recorded and stored with the client.

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No view of team activity

Owner cannot see calls, talk-time or conversions per agent.

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Sensitive data exposure

Number masking and export limits protect client details.

Follow-up built into every call

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All leads in one list

Ads, referrals, website and Excel lists with one owner each.

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Renewal reminders

Set renewal dates as follow-ups; agents are reminded before they lapse.

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SIM-based calling

Clients see a normal mobile number and call back easily.

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Auto dialer

Renewal and campaign calling without typing numbers.

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WhatsApp quotes

Send quotes and brochures right after the call.

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Owner reports

Daily calls, talk-time and conversions per agent.

How it works – live in 4 steps

Step 1Install the app on each telecaller’s Android phone (10 minutes).

Step 2Calls go through the SIM already in the phone. No new number, no headset.

Step 3Upload your lead list or let portal leads auto-assign to the team.

Step 4Watch calls, talk-time and recordings on the owner dashboard.

Works with tools you already use

Leads flow in on their own from IndiaMART, TradeIndia, JustDial, Facebook, Instagram, your website and WhatsApp. Sukam Tele CRM also connects with Google Workspace, Zapier, Pabbly, Tally, Sukam Apps CRM and Sukam Cloud IVR – 25+ integrations in all.

Trusted by 1,500+ businesses since 2011

Since 201115+ years, Jalandhar

1,500+Businesses

12,000+Users

1 personDedicated support, no IVR queue

On-siteTraining in Punjab, Chandigarh, Haryana

Why Sukam Apps

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In-person training

Our team comes to your office in Punjab, Chandigarh and Haryana to set up and train your telecallers. Online training everywhere else in India.

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One dedicated support person

You get a named person on WhatsApp and phone. No call-center queue, no IVR wait.

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Local company since 2011

Sukam Apps has run from Jalandhar for 15+ years. We will still be here next year.

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Free usage audit after go-live

30 days after setup we check who is using what and fix gaps – at no charge.

Simple pricing, everything included

Yearly plans start at ₹15,600 for 2 users (₹18,000 for 3, ₹25,000 for 5), implementation and training included; extra users ₹5,000 per year. GST extra. See all plans.

Frequently asked questions

Can I track policy renewal dates?

Yes. Add the renewal date as a follow-up on each client and agents are reminded before it arrives.

Do agents need new phones or numbers?

No. The app runs on Android phones with the SIM agents already use.

Is client data protected?

Roles, number masking, IP restriction and export controls limit access. Data is hosted on Tier 4 data centers.

Does it suit small agencies?

Yes. Plans start at ₹15,600 per year for 2 users with setup included.

Is there a free trial?

Yes, 7 days with full features.

Keep every client and renewal on record

15-minute free consultation. No commitment.

Start 7-Day Free Trial →WhatsApp Us Call 99142 49191