Telecalling CRM for Insurance
Insurance CRM
Sell new policies and never miss a renewal all from one calling queue.
Workspace
Dashboard
Dashboard
Welcome back, Admin.
Here's what's happening across your Insurance team today.
Total Calls
1,284
12%Leads
342
8%Conversion
24%
3%Active Users
12
- New Lead
- Needs Assessment
- Quote Shared
- Follow-up
Trusted by Indian sales teams that sell to Indian customers
Sales teams
Lead integrations
Industries served
Starting / month
Why it matters
What insurance teams gain with TeleCallingCRM
Never lose a lead again
Every enquiry from ads, portals and your website lands in one place deduped and auto-assigned to a insurance agent.
Call in seconds, not hours
The auto dialer queues each new insurance lead instantly, so your team reaches them while interest is hot.
See real pipeline & revenue
A money value on every lead shows what's open, what's closed, and exactly who closed it.
Keep the team accountable
Live war room, leaderboard, attendance and utilization know who's performing, in real time.
Follow-ups that never slip
One-tap callbacks and reminders mean no insurance deal ever goes cold or forgotten.
Sell from anywhere
Android & iOS app with the dialer, outcome logging and follow-ups built for field agents.
How it works
Up and running for insurance in three steps
Insurance agents, POSPs and brokers live on follow-ups: quotes to share, prospects to nudge, and renewals that must be called before they lapse. TeleCallingCRM keeps quotes and renewal dates in front of agents, dials prospects automatically, and turns renewal reminders into a reliable revenue stream.
Connect your leads
Plug in your ad accounts, insurance portals and website or import a CSV in seconds.
Call & track
The auto dialer rings the next lead; agents log the outcome and move the stage in a tap.
Close & report
Pipeline, conversions and revenue update live across your whole team.
Hello, Rahul
Andheri Branch
Next Caller
Rahul Sharma
98765 21043
Andheri West, Mumbai
via Website formsToday Statistics
18
Pending Calls
42
Today's Calls
Tailored pipeline
A pipeline that matches how you sell
Out of the box, your insurance leads move through stages that make sense with deal value tracked at every step.
Leads & data
Capture the right data, from the right sources
What you capture
Lead fields for Insurance
So agents log what matters on every call and you can filter and report on it.
Where leads come from
Connected automatically
Connect once and enquiries flow straight in deduped and assigned to an agent in seconds.
- Website forms
- Facebook & Google Ads
- JustDial
- Referrals
The toolkit
Everything you need to sell, in one place
An auto dialer that keeps agents talking
Stop dialing by hand. Calls flow one after another, duration is captured automatically, and DNC numbers are skipped.
- Sequential auto-dialing through assigned lists
- One-tap outcome after every call
- Call duration from the phone log
- DNC numbers skipped automatically
97411 88210
Priya Menon
Acme Finance Pvt Ltd
Source: Website formsAuto-dial queue 42 waiting
Who to call
Up next
Pipeline & revenue you can actually see
Put a value on every insurance lead and watch it move from first call to closed with revenue attributed to the agent who won it.
- Deal value & expected close date per lead
- Drag leads across tailored stages
- Open vs. closed value at a glance
- Agents set value, admins approve
Workspace
Pipeline
₹38.6L
128 open
₹46.0L
32 won
27%
32 / 86
₹1.4L
204 valued
Pipeline by stage
Run the floor from a live war room
A full-screen, real-time command centre for your sales floor who's on a call, who's idle, and today's wins ticking up live.
- Live agent states & activity feed
- Today's pipeline and revenue won
- Talk-time & utilization per agent
- Built for a wall-mounted screen
Leads today
128
Won
32
Won value
₹6.4L
Conversion
27%
Talk time
37h
Ready to sell more in insurance?
Start a free trial today, or get a guided demo of TeleCallingCRM for Insurance.
In practice
Built for the way insurance teams work
Leads today
128
Agents & POSPs
Share quotes, follow up on the right cadence, and convert more prospects into issued policies.
Pipeline by stage
Renewal teams
Surface policies due for renewal and call clients before they lapse recurring revenue made systematic.
Top performers
Brokers
Manage prospects across multiple insurers and products with deal value tracked per policy.
Everything insurance teams need included on every plan
FAQ
Insurance CRM questions, answered
Can it remind me about renewals?
Yes. Store the renewal date on each policy and schedule follow-ups so clients are called well before the lapse date.
Can I track different policy types?
Yes. Tag each lead with the policy type, sum assured and premium, and filter your pipeline accordingly.
Can agents work leads from their phone?
Yes. The mobile app auto-dials assigned prospects and logs outcomes and follow-ups in one tap.
Ready to Supercharge Your Telecalling?
Join hundreds of businesses using TeleCallingCRM to automate calls, manage leads, and close more deals.
No credit card required · Setup in under 5 minutes