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Guides for agents and brokers

Short, practical articles on CRM setup, renewals, WhatsApp follow-ups, and running a cleaner book — written for insurance agents in India.

Featured guide

Excel
↓ 7-day plan
✓
CRM
MigrationExcelGetting started

How to Replace Excel for Insurance Client Tracking (India)

Step-by-step guide for Indian agents: when Excel fails, what to migrate first, and how to switch to an insurance CRM without losing renewals.

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More guides

Anita ji, your policy is due 15 March. Shall I process renewal? 🙏

✓✓

A

Yes please! Go ahead 👍

Renewal confirmed ✓
WhatsAppRenewals

WhatsApp Policy Renewal Reminders for Insurance Agents

Timing, message templates, and a simple system so Indian agents send WhatsApp renewal reminders without copy-paste from spreadsheets.

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Scorecard

Insurance data model90/100
Mobile / PWA80/100
Renewal tracking95/100
INR pricing85/100
CRM selectionScorecard

How to Choose an Insurance CRM in India (2026 Checklist)

A practical checklist for brokers and agents comparing insurance CRM software in India — mobile use, renewals, WhatsApp, INR pricing, and team seats.

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AAnita Desai

Life

Health

Motor

One client → all policies → one renewal board

Multi-lineLife

Track Life, Health & Motor Policies in One CRM

How multi-line Indian agents keep life, health, and motor policies on one client record — with one renewal list and cleaner follow-ups.

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Browse by topic

Excel → CRM migrationWhatsApp renewal remindersChoosing an insurance CRMMulti-line policy tracking

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