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 layi telecalling app

Insurance Agents layi Telecalling App | Renewals, Leads te Follow-ups

Insurance sales lambe follow-up da khed hai: quotes, comparisons, renewals. Sukam Tele CRM har client conversation da record rakhda hai, agents nu renewal dates yaad karvanda hai te agency owner nu dikhanda hai har team member ne ajj ki kita.

Free 15-min Demo Book Karo →Sanu WhatsApp Karo Call karo 99142 49191

Android appTuhadi aapni SIM te chaldi hai7-day free trialSetup assi karde haan

Ajj di calls

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

Agla auto dial

Call record hoi02:41 · lead vich save

AI Call SummaryShanivaar nu site visit chahunda hai

Follow-up reminder set ho gaya

Lead auto-assign hoya

Insurance telecalling kithe galat hundi hai

📅

Renewals bhul gaye

Policy due dates notebooks te Excel files vich rehndiyan han.

🔁

Quotes da follow-up nahi

WhatsApp te bheja quote jisde naal agli call date nahi, shayad hi convert hunda hai.

👥

Agents clients nu private rakhde han

History personal phones te rehndi hai te agent naal chali jandi hai.

🎙

Bharose te disputes layi recording

Har call record ho ke client naal store.

📊

Team activity da view nahi

Owner har agent di calls, talk-time ja conversions nahi vekh pauda.

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Sensitive data da khatra

Number masking te export limits client details di raksha karde han.

Har call vich follow-up bania hoya

📥

Sab leads ikk list vich

Ads, referrals, website te Excel lists, har ikk da ikk owner.

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Renewal reminders

Renewal dates nu follow-ups de roop vich set karo; lapse ton pehlan agents nu yaad karvaya janda hai.

📱

SIM-based calling

Clients nu normal mobile number dikhda hai te oh aasani naal wapas call karde han.

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Auto dialer

Number type kite bina renewal te campaign calling.

💬

WhatsApp quotes

Call magron turant quotes te brochures bhejo.

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Owner reports

Har agent diyan daily calls, talk-time te conversions.

Eh kiven kamm karda hai – 4 steps vich live

Step 1Har telecaller de Android phone te app install karo (10 minute).

Step 2Calls phone vich pehlan ton maujood SIM ton jandiyan han. Na navan number, na headset.

Step 3Aapni lead list upload karo ja portal leads nu team vich auto-assign hon do.

Step 4Owner dashboard te calls, talk-time te recordings vekho.

Tuhade maujooda tools naal kamm karda hai

Leads IndiaMART, TradeIndia, JustDial, Facebook, Instagram, tuhadi website te WhatsApp ton aapne aap aunde han. Sukam Tele CRM Google Workspace, Zapier, Pabbly, Tally, Sukam Apps CRM te Sukam Cloud IVR naal vi judda hai – kul 25+ integrations.

2011 ton 1,500+ businesses da bharosa

2011 ton15+ saal, Jalandhar

1,500+Businesses

12,000+Users

1 bandaaDedicated support, koi IVR queue nahi

On-sitePunjab, Chandigarh, Haryana vich training

Sukam Apps kyun

🏢

In-person training

Sadi team Punjab, Chandigarh te Haryana vich tuhade office aake telecallers da setup te training karti hai. Baaki India vich online training.

☎

Ikk dedicated support person

WhatsApp te phone te tuhanu ikk naam wala bandaa milda hai. Na call-center queue, na IVR da intezaar.

📅

2011 ton local company

Sukam Apps 15+ saal ton Jalandhar ton chal reha hai. Agle saal vi assi ithe hi hange.

🔍

Go-live magron free usage audit

Setup ton 30 din magron assi vekhde haan ki kaun ki use kar reha hai te kami theek karde haan – bina kise charge de.

Simple pricing, sab kujh included

Yearly plans 2 users layi ₹15,600 ton shuru (3 layi ₹18,000, 5 layi ₹25,000), implementation te training included; extra users ₹5,000 per year. GST extra. Saare plans vekho.

Aksar puchhe jande sawaal

Ki main policy renewal dates track kar sakda haan?

Haan. Har client te renewal date nu follow-up de roop vich jodo te date aun ton pehlan agents nu yaad karvaya janda hai.

Ki agents nu navein phones ja numbers chahide han?

Nahi. App agents di pehlan ton use hundi SIM naal Android phones te chaldi hai.

Ki client data protected hai?

Roles, number masking, IP restriction te export controls access limit karde han. Data Tier 4 data centers te hosted hai.

Ki eh chhoti agencies layi theek hai?

Haan. Plans 2 users layi ₹15,600 per year ton shuru, setup included.

Ki free trial milda hai?

Haan, 7 din full features naal.

Har client te renewal da record rakho

15 minute di free consultation. Koi commitment nahi.

7-Day Free Trial Shuru Karo →Sanu WhatsApp Karo Call karo 99142 49191