Renewal dates missed
A policy lapses because the reminder lived in a diary you did not open that week.
CRM for insurance agents
Every lead followed up, every renewal remembered — without a diary full of dates.
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 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.
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.
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.
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.
Is it built for a single agent or a team?
Both. A single agent works fine on Pro, and an agency with several agents can move to Business to assign leads and renewals across the team.