Chandigarh agents who pretend Mohali and Panchkula are 'other markets' end up with three Excel files and one confused week. The tri-city is one book: sectors in Chandigarh, Mohali societies, Panchkula households, mixed life and health, motor across all three. Punjabi, Hindi, and English on the same day.
Tri-city is one catchment
A client who moved from Sector 22 to Mohali is not a new agency. Same person. If you also service Panchkula, same login.
Office-hour English and evening Punjabi/Hindi can be the same household. See both policies before you call.
The miss
A Chandigarh sheet and a Mohali sheet. You update one. The other lapses.
Trial
Dues across all three cities for the next 30 days. 7 days, 75 policies, ₹199/month after.
Questions from Chandigarh agents
Do I need three accounts?
No. That is the point of this page. One book for the tri-city.
Punjabi WhatsApp?
Type it from your number.
Ludhiana clients too?
Yes, if you service them. Still one login.
Nearby city pages
Same account. If you already look after clients in more than one of these cities, keep them on one book.
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Product page: insurance CRM for agents. Pricing. How it works. All cities: insurance CRM.