Pune agents often keep two mental books. One is IT-corridor health and term plans for people in Hinjewadi, Baner, Wakad, and Kharadi. The other is older life persistency and motor in Kothrud, Sadashiv Peth, and the old city. They are the same CRM problem: mixed lines, different meeting hours, one agent.
Hinjewadi by day, old city by evening
Corporate clients are English-heavy and unreachable until late. Family clients in the older neighbourhoods often want a Marathi or Hindi call and a visit. If those two groups live in different spreadsheets, you will only work whichever file you opened last.
Motor is the bridge. A lot of Pune households have a car plus a two-wheeler. Those dates do not follow the IT appraisal cycle.
Marathi, English, and Hindi all appear. Keep names searchable; write the reminder in the language of that call.
Where Pune books slip
Health sold in January around corporate renewals, then silence until next year — while a term premium and a car policy on the same family go untouched.
Commute between Hinjewadi and the old city. The list has to travel. A register at the office does not.
What to put on the trial
Next 30 days of dues across both 'books' — IT and old city. If seeing them on one board is useful, continue. 7 days, 75 policies, then ₹199/month.
Questions from Pune agents
I mostly sell in the IT belt. Still worth it?
If those clients also have motor or life with you, yes. The point is the household, not the office park.
Can I keep Mumbai clients I still service?
Yes. Same login.
Does WhatsApp go out in bulk?
No. One tap, your number, you send.
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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