Guides for Insurance Agents
Practical, sourced guides for insurance agents: the problems owners ask us about most, and how to solve them. See what we build for insurance agents.
5 articles
How to Get Insurance Clients Without Mis-Selling
A practical plan for Indian insurance agents to find new clients without risky shortcuts: lead sources that work (existing clients, referrals, educational content, local search, events, partnerships), what TRAI and IRDAI rules put off-limits, a simple follow-up pipeline, how to measure conversion, and where a CRM and WhatsApp follow-up help.
Insurance Agent Website: What IRDAI Allows and What Clients Look For
What an insurance agent’s website in India should show, page by page: identity and appointment details clients check, the IRDAI code of conduct points that shape the copy, which content needs insurer approval, consent-ready lead forms under the DPDP Rules, speed on mobile, a Google Business Profile, and what never to publish.
Client Records for Insurance Agents: A Checklist That Survives Audits and Renewals
A field-by-field checklist for an insurance agent’s client database in India: what to record per client and per policy, how to structure families for cross-sell, how to keep it accurate, what insurers and IRDAI expect you to keep, DPDP Act 2023 and Rules 2025 duties, Excel vs CRM, team access, backups and a migration plan from diaries.
Stop Policy Lapses: A Renewal Reminder System for Insurance Agents
A step-by-step renewal reminder system for insurance agents, POSPs and agencies: why policies lapse, the grace periods for life and health from IRDAI’s 2024 master circulars, why motor has no real cushion, how to build the client-policy list, a 60/30/15/7-day schedule, WhatsApp, SMS and calling rules, payment links, renewal-rate tracking and what to automate first.
Can Insurance Agents Post on Social Media? What IRDAI and Insurers Allow
A practical guide for insurance agents, POSPs and agency owners who want to post on Instagram, Facebook, LinkedIn and WhatsApp Status without trouble: who regulates what, what the IRDAI 2024 master circular actually says, what needs your insurer’s approval, what you can safely post, what to avoid, a pre-post checklist and how to keep an approval record.
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