Rajkot agents spend the day in shops and small factories. Motor and life for SME owners. The CRM that only works on a PC at home is the CRM you will not use. You need tomorrow's dues while you are still on the shop floor.
Shop-floor book
You are visiting, not sitting on inbound leads. A sorted overdue list on the phone is the difference between remembering the three shops in one area and discovering a lapse later.
Gujarati first. Keep the list tidy in English so search works.
What fails
A register at the office. A sheet sorted by insurer. Both hide the person you are standing in front of.
Trial
Add this week's shop-owner dues. Use it on the round. 7 days, 75 policies, then ₹199/month.
Questions from Rajkot agents
Mostly motor SMEs.
Fine. Add life on the same client when it happens. The board still sorts dates.
I cover nearby towns too.
Same account. Keep them on one book.
Documents?
Attach PDFs to the client if you have them. It is file storage on the record — not a replacement for insurer portals.
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.