Insurance Advisors, Loan DSAs & Financial Services
CRM for insurance agents: every renewal reminded on time
SalesCord is a CRM for insurance agents, loan DSAs, mutual fund distributors and CA firms. Capture leads, collect details on WhatsApp, and set yearly renewal reminders so every policy and due date gets a follow-up.
- Yearly renewal reminders
- Details collected on WhatsApp
- Advisor reply-speed reports
New enquiry
ExampleHealth insurance renewal · Family floater
Vikram's policy renews next month and he wants a quote
Next step
Send renewal quote · Monday, 12:00 PM
In insurance and finance, repeat income comes from renewals and due dates. SalesCord puts each one on a reminder, so follow-up never depends on memory.
Sound familiar?
Where good enquiries slip away.
The same few gaps cost businesses in this industry sales every week.
- 01
Renewals slip through
Renewal dates sit in a diary or a spreadsheet. When one is missed, the customer renews somewhere else.
- 02
Documents chased one by one
Getting age, family details, vehicle number or income range takes twenty messages and several calls.
- 03
Leads shared without accountability
Leads are passed around among advisors, and nobody can see who called, who did not, and why a lead was lost.
Features that matter
Built for Insurance & Finance
Renewals, documents and advisor follow-ups, all on time
Load Balance assignment
New leads go to the advisor with the fewest open leads, so the work is shared fairly.
WhatsApp Forms
Up to 5 screens of questions inside WhatsApp. Answers are saved on the customer's record.
Yearly and monthly Reminders
Repeat reminders for policy renewals, EMIs, SIPs and tax-filing deadlines, sent on WhatsApp.
Reminder presets
One-tap Confirm documents, Follow up and Send payment link reminders for every case.
AI chat helper
Answers general product questions from your own material, then hands the customer to a licensed advisor.
Team activity report
Leads owned, first-contact speed, calls, notes and conversions for every advisor.
Insurance & Finance
How SalesCord helps
Your playbook, step by step.
From the first ad to the Google review, this is how businesses like yours use SalesCord.
- 1
Run lead ads that follow the rules
Create lead ads in Run ads. Insurance, loans and credit are a Meta special ad category, and the builder applies its rules. Ads stay paused until you approve them.
- 2
Share leads fairly
Load Balance or Source Based assignment spreads leads across your advisors. Each lead gets an owner and a reminder.
- 3
Collect details in the chat
WhatsApp Forms collect age, family members, existing policy, vehicle number or income range inside WhatsApp. Answers are saved on the customer.
- 4
Keep documents moving
The 'Confirm documents' reminder keeps pending paperwork visible to the advisor until it is done.
- 5
Remind every renewal and due date
Yearly Reminders for renewals, a renewal sequence at 30, 15 and 3 days, and monthly EMI or SIP reminders go out on WhatsApp.
- 6
See who follows up
The Team activity report shows each advisor's first-contact speed, calls and conversions. The AI chat helper hands product questions to a licensed advisor.
Your workflow
Keep enquiries and follow-ups together.
Connect your lead sources, set assignment rules and adapt your WhatsApp follow-up to the way your business works.
Where your enquiries come from
- Meta lead forms
- Google Search ads
- Website forms
- Referrals added manually
- Existing customers by CSV
Workflows for your business
- “Payment reminder” journey
- “Lead Qualification” bot
- “Agent Connect” bot
- “Confirm documents” reminder
- “Send payment link” reminder
- “Hot & Qualified” segment
FAQ
Questions we often hear.
Straight answers, including what SalesCord does not do.
Does SalesCord follow Meta's rules for insurance and loan ads?
Yes. Insurance, loans and credit fall under Meta's special ad category for financial products, so ads must target all ages and genders. The ad builder asks about this, applies the rules and saves the ad paused until you approve it.
Can SalesCord remind customers about renewals automatically?
Yes. Set a yearly WhatsApp Reminder for each renewal, or run a renewal sequence that sends messages 30, 15 and 3 days before the date. Customers can opt out at any time by replying STOP.
Is SalesCord a policy or loan management system?
No. SalesCord manages leads, follow-up, document reminders and customer messaging. Quotes, policy administration, loan processing and accounting stay in your existing tools.
Is SalesCord IRDAI, RBI or SEBI compliant?
SalesCord does not claim any regulatory certification. You remain responsible for following IRDAI, RBI or SEBI rules in your ads and messages. Collect payments on WhatsApp only where you are allowed to.
Can the AI answer product questions?
It answers general questions from the material you give it, in your tone and language. Set topics to avoid, and it hands the chat to a licensed advisor on keywords or when it is unsure.
