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.

Insurance agents ke liye telecalling app

Insurance Agents ke liye Telecalling App | Renewals, Leads aur Follow-ups

Insurance sales lambe follow-up ka khel hai: quotes, comparisons, renewals. Sukam Tele CRM har client conversation ka record rakhta hai, agents ko renewal dates yaad dilata hai aur agency owner ko dikhata hai har team member ne aaj kya kiya.

Free 15-min Demo Book Karein →Humein WhatsApp Karein Call karein 99142 49191

Android appAapki apni SIM par chalta hai7-day free trialSetup hum karte hain

Aaj ki calls

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

Agla auto dial

Call record hui02:41 · lead mein save

AI Call SummaryShanivar ko site visit chahte hain

Follow-up reminder set ho gaya

Lead auto-assign hua

Insurance telecalling kahan galat hoti hai

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Renewals bhool gaye

Policy due dates notebooks aur Excel files mein rehti hain.

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Quotes ka follow-up nahi

WhatsApp par bheja quote jiske saath agli call date nahi, shayad hi convert hota hai.

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Agents clients ko private rakhte hain

History personal phones par rehti hai aur agent ke saath chali jaati hai.

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Bharose aur disputes ke liye recording

Har call record hokar client ke saath store.

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Team activity ka view nahi

Owner har agent ki calls, talk-time ya conversions nahi dekh paata.

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Sensitive data ka khatra

Number masking aur export limits client details ki raksha karte hain.

Har call mein follow-up bana hua

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Sab leads ek list mein

Ads, referrals, website aur Excel lists, har ek ka ek owner.

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Renewal reminders

Renewal dates ko follow-ups ke roop mein set karein; lapse se pehle agents ko yaad dilaya jaata hai.

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SIM-based calling

Clients ko normal mobile number dikhta hai aur woh aasani se wapas call karte hain.

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Auto dialer

Number type kiye bina renewal aur campaign calling.

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WhatsApp quotes

Call ke turant baad quotes aur brochures bhejein.

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Owner reports

Har agent ki daily calls, talk-time aur conversions.

Yeh kaise kaam karta hai – 4 steps mein live

Step 1Har telecaller ke Android phone par app install karein (10 minute).

Step 2Calls phone mein pehle se maujood SIM se jaati hain. Na naya number, na headset.

Step 3Apni lead list upload karein ya portal leads ko team mein auto-assign hone dein.

Step 4Owner dashboard par calls, talk-time aur recordings dekhein.

Aapke maujooda tools ke saath kaam karta hai

Leads IndiaMART, TradeIndia, JustDial, Facebook, Instagram, aapki website aur WhatsApp se apne aap aate hain. Sukam Tele CRM Google Workspace, Zapier, Pabbly, Tally, Sukam Apps CRM aur Sukam Cloud IVR se bhi judta hai – kul 25+ integrations.

2011 se 1,500+ businesses ka bharosa

2011 se15+ saal, Jalandhar

1,500+Businesses

12,000+Users

1 insaanDedicated support, koi IVR queue nahi

On-sitePunjab, Chandigarh, Haryana mein training

Sukam Apps hi kyun

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In-person training

Hamari team Punjab, Chandigarh aur Haryana mein aapke office aakar telecallers ka setup aur training karti hai. Baaki India mein online training.

☎

Ek dedicated support person

WhatsApp aur phone par aapko ek naam wala insaan milta hai. Na call-center queue, na IVR ka intezaar.

📅

2011 se local company

Sukam Apps 15+ saal se Jalandhar se chal raha hai. Agle saal bhi hum yahin honge.

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Go-live ke baad free usage audit

Setup ke 30 din baad hum dekhte hain ki kaun kya use kar raha hai aur kami theek karte hain – bina kisi charge ke.

Simple pricing, sab kuch included

Yearly plans 2 users ke liye ₹15,600 se shuru (3 ke liye ₹18,000, 5 ke liye ₹25,000), implementation aur training included; extra users ₹5,000 per year. GST extra. Saare plans dekhein.

Aksar poochhe jaane wale sawaal

Kya main policy renewal dates track kar sakta hoon?

Haan. Har client par renewal date ko follow-up ke roop mein jodein aur date aane se pehle agents ko yaad dilaya jaata hai.

Kya agents ko naye phones ya numbers chahiye?

Nahi. App agents ki pehle se use hone wali SIM ke saath Android phones par chalta hai.

Kya client data protected hai?

Roles, number masking, IP restriction aur export controls access limit karte hain. Data Tier 4 data centers par hosted hai.

Kya yeh chhoti agencies ke liye theek hai?

Haan. Plans 2 users ke liye ₹15,600 per year se shuru, setup included.

Kya free trial milta hai?

Haan, 7 din full features ke saath.

Har client aur renewal ka record rakhein

15 minute ki free consultation. Koi commitment nahi.

7-Day Free Trial Shuru Karein →Humein WhatsApp Karein Call karein 99142 49191