Kolkata books are still life-first. That is the strength and the trap. Health and motor are growing, and they do not live in the same insurer login as the endowment you sold fifteen years ago. North Kolkata relationship books and Salt Lake / Rajarhat households do not keep the same hours.
Life-first, mixed in practice
You may think of yourself as a life agent. The week is still eaten by a car due date and a floater the family bought after a hospital bill. If those are in a WhatsApp folder, persistency calls slip.
Bangla, Hindi, and English on the same day. Keep names searchable. Write the reminder like the call you already make.
Where it slips
A proud life diary and no view of overdue motor. Or the opposite: you chase cars and miss a premium that has paid you for a decade.
Desktop at home, day in traffic. Phone list.
Trial
Next 30 days across life, health, and motor. 7 days, 75 policies, ₹199/month after.
Questions from Kolkata agents
Bangla WhatsApp?
Type it. Draft from your number.
Clients in other East cities?
Same login if you still service them.
Is this for brokers only?
No. Solo agents and small desks. Portals remain for issuance.
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.