Weo Dialer
Weo Dialer is a CRM for insurance agents that fits the way most agents in India actually work: on a mobile phone, between meetings, with a diary of renewals that decides next year’s income. Prospects from referrals, walk-ins and online forms become leads with a source tag. Agents call them from the phone’s dialer and record the needs analysis in custom fields, such as family size, existing cover or the vehicle to insure. Quotes go out on WhatsApp from saved templates with the brochure attached. When a policy is sold, the lead becomes a paid client and each policy is recorded as its own sale with the premium paid, any amount due and an end date. Clients whose policies expire today or in the next 7 days have their own filter, a renewal reminder fires before each expiry, and Renew carries the record forward from the current end date. Yearly or monthly follow-ups can repeat on their own for premium calls. Weo Dialer is a calling CRM app from Weomate.
CRM for insurance agents workflow
| Moment | What the agent does | What Weo Dialer does |
|---|---|---|
| New referral | Saves the number after the introduction | Creates a lead tagged Referral with the referrer in a remark |
| Needs call | Asks about family, cover and budget | Saves answers in custom fields, by voice if typing is slow |
| Quote | Shares plan options | Sends the brochure and quote from a WhatsApp template |
| Policy issued | Collects the premium | Turns the lead into a paid client; the policy becomes a sale with paid and due amounts |
| Second policy for the family | Sells health cover after term cover | Adds another sale under the same customer |
| Renewal due | Calls before the end date | Lists policies expiring in the next 7 days and reminds before expiry |
| Renewed | Confirms payment | Renew extends the record from the current end date |
| Customer goes quiet | Moves on | Keeps unreached numbers in the lost leads list for a later try |
CRM for insurance agents setup
- Add your products, for example term, health, motor and investment plans, so each sale says what was sold.
- Add packages for premium frequency, yearly or monthly, so end dates are calculated per policy.
- Create custom fields you always ask about: family members, existing cover, vehicle number, policy number.
- Build a pipeline such as New, Needs taken, Quote sent, Documents pending, Issued, Lost.
- Save WhatsApp templates for quotes, document checklists and renewal notices.
- Import your existing policyholders from Excel or CSV as leads, then turn each into a paid client with its policies, starting with the ones that renew soonest.
CRM for insurance agents renewals
Renewals are where an agent’s income compounds, and also where it leaks. A customer whose health policy lapses because nobody called is often lost for good, along with the family’s other policies.
Weo Dialer treats renewals as dated records, not memory. Each policy carries its end date, so the morning check is one filter: clients expiring today and in the next 7 days. Renewal reminders fire before expiry, and a renewal notice saved as a WhatsApp template goes out in one tap, or automatically on a follow-up reminder you set for that customer. When the customer pays, Renew extends the policy from its current end date, so a policy renewed a week early does not lose those days. For premiums collected monthly, a repeating follow-up with an end date keeps the calls on schedule. More on reminders is on the follow-up reminder app page, and the expiry filters and Renew button for any business that sells packages are covered under renewal reminder software.
CRM for insurance agents example
An illustration with round numbers, not a customer result.
A life and health insurance agent in Kolkata has about 400 policyholders and adds 8 to 10 new policies a month, mostly through referrals. Renewal dates used to live in a diary, and two or three policies a month lapsed simply because the call came too late.
The agent imports the policyholders from an Excel sheet and, over the first two weeks, records each policy as a sale with its end date, starting with the ones due soonest. Every Monday the expiring-in-7-days filter gives the week’s renewal list, and the renewal notice template goes out on WhatsApp before each call. New referrals are saved with the source tag Referral and the referrer’s name in a remark, so the agent can thank the referrer when a policy is issued. Over a few months, the diary is retired and lapses caused by missed calls stop.
CRM for insurance agents limits
Weo Dialer is not the right tool when you need:
- Commission tracking by insurer. Sales record the premium paid and due, not commission statements.
- Insurer portal integration. Policies are issued on the insurer’s systems; Weo Dialer records the sale, not the policy document.
- Claims management. Claim calls can be logged with remarks, but there is no claims workflow.
- Email campaigns. Weo Dialer works through calls and WhatsApp.
Try Weo Dialer
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CRM for insurance agents FAQ
Which CRM for insurance agents sends renewal reminders?
The best CRM for insurance agents who depend on renewals is one that reminds them before each policy's end date, and Weo Dialer does. Clients expiring today or in the next 7 days have their own filter, and Renew extends the policy record from its current end date.
Is Weo Dialer a CRM for insurance agents?
Weo Dialer is a CRM for insurance agents and other people who sell over the phone. Agents use it as their dialer, lead list, renewal diary and WhatsApp sender in one app.
What is a CRM for insurance agents?
It is a record of every prospect and policyholder, with the policies they hold, when each one renews, what was said on each call and when to call next, so renewals and referrals are not left to memory.
Is there a free CRM for insurance agents?
Some general CRMs have free tiers, usually built for email. Weo Dialer's price is shared on WhatsApp, and calls go out on the agent's existing SIM plan.
Can I keep all of a family's policies together?
Yes. Every sale is its own record under the customer, so a family's term, health and motor policies sit side by side, each with its own amount and end date. Custom fields can hold details such as family members or policy numbers.
Which number should insurance service calls come from?
TRAI requires service and transaction calls made by IRDAI-regulated entities to existing customers to come from 1600-series numbers. Agents who call from their own mobile numbers should ask their insurer how this applies to them.