Coimbatore books lean SME: mill and engineering households, family cars, life covers. Agents travel industrial belts. A desktop list is a list you will update tomorrow. Tomorrow is how dates slip.
Belt visits
You are on the bike or in the car between units. Open overdue between gates. WhatsApp from your number. Tamil or English depending on the owner.
What fails
Insurer-wise Excel. The person in front of you holds two lines and you only remember the vehicle.
Trial
This month's SME dues. 7 days, 75 policies, then ₹199/month. Add to home screen on the phone.
Questions from Coimbatore agents
I am mostly POSP motor.
Use it for dates. Add life on the same client later.
Kochi or Chennai clients?
One login.
Need Play Store app?
No. Add the site to the home screen as a PWA.
Nearby city pages
Same account. If you already look after clients in more than one of these cities, keep them on one book.
- Insurance CRM in Chennai — Tamil Nadu
- Insurance CRM in Madurai — Tamil Nadu
- Insurance CRM in Bengaluru — Karnataka
- Insurance CRM in Kochi — Kerala
Product page: insurance CRM for agents. Pricing. How it works. All cities: insurance CRM.