CRM for insurance and loan agents, from the first call to Issued
A policy or a loan is not sold in one call. There is the first talk, then the documents, then the wait. Cases slip in the middle, when nobody rings about the missing paper. CRM Bundals keeps a next call on every case until it is Issued or closed with a reason.
What the pack sets up
For agents and small teams selling policies and loans. One of the 7 starter packs, picked at sign-up.
Stages and visits
Sources and lost reasons
A source name is a label on the lead, not a connection. Everything on this page can be changed in Settings.
Pick Insurance and loans at sign-up. Leads ask about a product. The stages are Fresh, Not picking up, Interested, Documents pending and Logged in. A case is won at Issued and lost with a reason: Not eligible, Went to another agent, Premium too high, Not interested now or Could not reach. Document pickup and Meeting are the visit kinds. Excel list and Referral come first in the source list, and Old customer is there too.
A caller’s day
What changes for the agent or the caller working a list.
A list to call, in order.
- Import your Excel list. Numbers you already have are skipped.
- Make a calling list by stage, source or product and put your callers on it.
- Every call is one person tapping Call. Nothing is dialled for them.
- A lead marked Do not call is never put on a list.
Shown with the demo coaching academy.
Ask the same things every time.
- The fresh-lead script asks what cover or loan amount they need, then age, income and city.
- A short form for a stage can ask for those answers. Mark one as needed and the call cannot be saved without it.
- The answers stay in the lead’s history.
Shown with the demo coaching academy.
Documents pending, not forgotten.
- A lead in Documents pending still needs a next follow-up before the call saves.
- Each follow-up says what it is about, for example the paper that is missing.
- Book a Document pickup from the lead’s page. A reminder follow-up is made 2 hours before.
Shown with the demo coaching academy.
The owner’s view
What changes for the person whose agency it is.
Renewals on a date.
- A lead that reaches Issued becomes a customer by itself.
- Give the customer a renewal date. It can repeat every 12 months.
- Marking one done makes the next one.
Shown with the demo coaching academy.
Who is calling, who is closing.
- Calls, connected calls, talk time and won leads for each caller.
- Targets for calls and won leads, with an incentive per won lead if you use one.
- The same report downloads to Excel.
Shown with the demo coaching academy.
Said plainly
- Works through your lists one lead at a time, in order.
- Asks the same qualifying questions on every case, with needed answers.
- Keeps a next call on cases waiting for documents.
- Books document pickups and meetings.
- Keeps renewal dates for issued customers.
- It does not compare policies, work out premiums or EMIs, or check eligibility.
- It does not collect or keep documents. Documents pending is a stage, not a file upload.
- It is not connected to any insurer, bank or lender. Logged in and Issued are stages your team sets.
- No auto-dialler, no bulk calling, no call recording.
- It does not send WhatsApp messages by itself. Pay links are not connected.
Asked by this trade
Can I bring in my old customer list?
Yes, as an Excel or CSV file. Each phone number becomes one lead. Old customer and Excel list are ready as source names.
Is there an auto-dialler for cold lists?
No. A calling list puts leads in order for a caller. Each call is one tap on one lead, made from the caller’s own SIM.
How are renewals remembered?
An issued lead becomes a customer. Give the customer a renewal due date that repeats, and marking one done makes the next.
Someone asked us not to call again. What then?
Mark the lead Do not call. It cannot be called from the app and cannot be put on a calling list.
Does it know if a person is eligible?
No. Not eligible is a lost reason your caller picks. Nothing in CRM Bundals checks eligibility or decides for you.
What does it cost?
Prices are coming soon. Unlimited usage, no per user charge, no per client charge, no setup fee. Pricing is on the home page. Accounts open very soon.