Kanpur books mix industrial and trading SME motor with long life relationships. Hindi on the phone. Excel is the usual system until the overdue pile grows and filters become a ritual you skip. A morning board is the replacement for that ritual.
SME motor, long life
You visit shops and units. You also have families who have paid life premiums for years. Those two calendars need one list.
When the sheet fails
Mid-month overdue. You meant to filter yesterday. A board that opens on overdue does not need a speech.
Trial
This month's SME and life dues. 7 days, 75 policies, ₹199/month after.
Questions from Kanpur agents
Lucknow overlap?
One book.
Mostly motor SMEs.
Fine. Dates still need sorting.
CSV from my sheet?
Paid plans, after names and dates are clean.
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 Lucknow — Uttar Pradesh
- Insurance CRM in Varanasi — Uttar Pradesh
- Insurance CRM in Delhi — Delhi
- Insurance CRM in Prayagraj — Uttar Pradesh
Product page: insurance CRM for agents. Pricing. How it works. All cities: insurance CRM.