Renewal dates missed
A policy lapses because the reminder lived in a diary you did not open that week.
CRM for insurance agents
A simple CRM for insurance agents: leads and renewals, never missed
Between new policy enquiries and renewal reminders, agents juggle dozens of dates by memory or a paper diary. Put every lead and client in one list with a follow-up date, and let the app remember instead.
Sound familiar?
New leads cool off
Someone asks about a policy, you promise to call back, and three other leads arrive before you do.
No single client history
Which policies a client holds, what was quoted and what they said last time is scattered across notebooks and messages.
How WTS CRM works for insurance agents
Log every enquiry
New policy leads and renewal-due clients go into one pipeline the moment you hear from them.
Set the follow-up
Give each lead or renewal a date and priority, so today’s calls are waiting for you every morning.
Keep the client record
Notes, policy details in custom fields and history stay against each client, ready before you dial.
Track what is due
Overdue follow-ups and renewals are flagged so nothing slips past the date it mattered.
What insurance agents use most
Renewal follow-ups
Book a follow-up for each renewal date; it appears on your list as due, then overdue if missed.
Policy details in custom fields
Keep policy type, insurer or renewal month in your own fields, and filter clients by them.
A WhatsApp nudge in a tap
Open a chat with a saved reminder template instead of typing the same message each month.
Import your existing list
Bring clients in from the spreadsheet you already keep, with duplicates flagged first.
Everything included
Most insurance agents start on the Solo plan at ₹999 a month, after a free trial. Compare plans.
- Lead management — Every enquiry in one pipeline, with its status, temperature and notes kept together.
- Follow-ups and tasks — The next call or message is scheduled, prioritised, and waiting for you each morning.
- Clients and projects — When a lead is won, the relationship carries on in the same place.
- GST invoices and payments — Bill the work you won and see exactly what is still owed.
- Teams and roles — Share one workspace, and give each person only the access their job needs.
- Reports and your data — See how the pipeline is doing, and keep full control of what is in it.
Guides for insurance agents
Lead follow-up software
Follow-up software that never lets a lead go quiet
Client management software
Client management software for small businesses
Excel alternative
Outgrown your lead spreadsheet? Move from Excel to a CRM
WhatsApp follow-up CRM
Follow up on WhatsApp without losing track of the lead
Guide
How to Follow Up With Leads Without Sounding Pushy
WTS CRM for other teams
Questions from insurance agents
Can it remind me before a policy renewal is due?
Yes. Give a renewal a follow-up date and it shows up on your daily list as due, then overdue if it is missed. Reminders are not created automatically from a policy end date, so you book each one.
Can I keep a client’s policy history in one place?
Yes. Notes and history stay against each client record, so past policies and conversations are there before you call.
Does it connect to insurer portals or issue policies?
No. It is a record of people, follow-ups and billing, not a policy-administration or insurer-portal tool.
Is it built for a single agent or a team?
Both. A single agent works fine on Solo, and an agency with several agents can move to Team to assign leads and renewals across people.