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One Day, One Business · #38 · 1:00

Insurance Advisor

Selling a policy is one thing — remembering every renewal each year, with new leads in a diary, is where business slips away.

What the film says

  1. Selling a policy is one thing — remembering every renewal each year, with new leads in a diary, is where business slips away.
  2. Your insurance website — term, health, motor, travel — a free-quote form, with the required disclaimer alongside.
  3. Customers fill in the details themselves — which insurance, age, city, number — so you know everything before you call.
  4. And on your phone — a new lead: family health insurance, Indore, age 34.
  5. The policy is sold — a renewal plan in the CRM: the Sharma family, ₹18,500, every year — with a reminder before it's due, automatically.
  6. Through the WhatsApp API — 'your policy renewal is coming up' — from your own number; the customer stays with you.
  7. The cost? Zero monthly fee to start, a one-time ₹500 recharge. On Free it's ₹25 per qualified lead; Pro is ₹999 a month — every lead free; the CRM is always free.
  8. Every policy, every renewal — with you. Start at lentlosites dot com.

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