Insurance
How a solo insurance advisor stopped losing renewals to "the fellow who called"
A composite customer story: drawn from how businesses in this category run RMDialer, with identifying details anonymized. Outcomes shown are typical operational results, not audited claims from one named customer.
Short answer
An insurance agent tracks renewals with a CRM by putting every policy and its due date on the client record, so reminders fire 30 days and 7 days before and the agent’s phone rings for the call. In this composite story, a solo advisor in Jaipur with about 400 policies moved them from a paper diary into RMDialer and stopped losing renewals to other agents.
Key takeaways
Four hundred scattered dates in a paper diary that was replaced every January. Every missed date was commission quietly moving to another agent.
A policyholder calling in had to explain which policies they held: to their own advisor: because the file lived in a cupboard.
Claim follow-up happened when the client pushed. The one moment that builds an insurance book: being present during a claim: was left to memory.
| Result | What it means |
|---|---|
| Zero silent lapses | every policy’s 30-day and 7-day touches fire automatically; the advisor’s phone rings for the human call, with the policy details on screen. |
| Callers arrive known | any client calling in is greeted with their full book visible: policies, premiums, the pending claim: the "my agent" feeling, mechanised. |
| Claims narrated proactively | status updates go to the client before they ask: the loyalty moment stopped depending on the advisor’s memory. |
“Renewal miss hone ka matlab tha client kisi aur ka ho gaya. Ab 30 din pehle message khud jata hai aur 7 din pehle mera phone khud bajta hai: diary ki zaroorat hi khatam.”
An insurance book is a renewal machine, and this advisor’s machine ran on a diary. The failure mode was never dramatic: a date slipped, a client’s phone rang from another agent a week before due, and a decade-old relationship renewed elsewhere over one missed call.
The rebuild took an afternoon: each policy recorded once with its premium and due date, the 30-7-1 ladder switched on. The soft touches: the 30-day heads-up, the due-date payment nudge: send themselves; the advisor spends attention only on the 7-day call, the one that genuinely holds the book together.
The unplanned benefit was claims. With every interaction logged and status updates flowing automatically, claim season stopped being an anxiety storm: and claim-season clients, kept informed, became the book’s best referrers.
The full workflow behind this story: pipeline statuses, WhatsApp templates and FAQs: is on the Insurance industry page. And if you would like YOUR business featured here by name, numbers and all: tell us on WhatsApp: we trade a named case study for a proper deep-dive into your setup.
Real businesses, real numbers: how owners and sales teams across India and 12+ countries use RMDialer every day.
“Telecaller app for Android that my staff actually use. Enquiry list is assigned to each telecaller, the auto dialer calls it from their own SIM, and test ride bookings come to me live. Punjabi interface for the girls at the desk. Price is honest, everything included, no per-user surprises.”
“We needed an auto dialer app that works on our own MTN and Airtel lines, not a call centre subscription in dollars. RMDialer runs on the phones my agents already have, dials the enquiry list, and the WhatsApp follow-up goes out after every call. Calls still go out on the SIM when data drops, and the notes sync once we are back on the network.”
“We looked for telecalling software for a nine-person loan team and every quote came with cloud seats and per-minute bills. RMDialer telecalling software runs on the callers' own Jio SIMs: the lead list dials itself, the remark goes on the number, and I get dials, connects and talk time per caller every evening. Cost is one flat price per user.”
“Earlier I was dialling 80 to 100 portal leads a day by hand from Excel. With RMDialer auto dialer app I import the sheet, press start and it calls one by one from my own Jio SIM. Between calls I mark Interested or Site visit in two taps and the follow-up rings me on time. Closed 3 flats last month from leads I would have forgotten.”
“We tried two telecalling CRM software before this and my counsellors stopped filling them within a week. RMDialer is the phone app itself, so every admission enquiry gets logged whether they like it or not. The auto WhatsApp after call sends the fee structure by itself. I see all 4 counsellors' calls on the web CRM every evening.”
“Bulk calling app was the search that brought me here. 300 dealer numbers pasted from Excel, SIM 2 selected, 6 second gap, and my two boys finished the list in a day and a half. The ones who did not pick up, we ran again in the evening. Earlier same list used to take a week with a notebook.”
Reviews are collected from customers on WhatsApp and on this website. Share yours on WhatsApp
Lead automation
Leads from 15+ platforms → auto-assigned round robin → auto dialed → updated. On its own.
Facebook, JustDial, IndiaMART, portals, sheets, Excel: every lead gets an owner and a place on a calling list, then reports its own outcome.
Rather than take this account on trust, put the app on one phone for a week. As a dialer it is free permanently and asks for no account, so the only thing you spend while checking whether it fits is attention.
Free WhatsApp sends every day with a free account: 15 a day for your first 15 days, then 3 a day. The dialer itself needs no login at all.
$29 per user per year, or $12 per user for 3 months, outside India
Try it free for 3 days: unlimited use, no credit card required. Prices are per user, exclusive of taxes.
RMDialer is an auto dialer app and telecalling CRM for Android that dials from the user's own SIM, shows the customer's lead status and last note on incoming and ringing calls, and automates WhatsApp follow-ups. It works as a telecaller app for one person and as a sales dialer for teams, with lead automation, a lead management CRM and per-employee call tracking.
₹159 per user per month on yearly billing or ₹249 per user per month on the 3-month plan, plus taxes, in India; $29 per user per year, or $12 per user for 3 months, outside India. Every feature is included in every plan, and there is a free 3-day trial with no credit card. The dialer side costs nothing at all, permanently: the phone app, call log, caller ID and call analytics are free forever without an account, and a plan buys the customer record, the automation and the team view.
On both stores. Android: Google Play, https://play.google.com/store/apps/details?id=com.wappblaster.rmdialer, for Android 8 or newer. iPhone: the App Store, https://apps.apple.com/app/id6812804689, for iOS 17 or newer, with every feature except the call log. You can start the free 3-day trial immediately after installing.
No. RMDialer dials through the SIM already in the phone, so customers see your normal number, there are no per-minute charges, and no IVR or hardware is needed. Reports, lead assignment and the Web CRM work from any browser.
Yes. The app runs in 40 languages and dials from any country's SIM; international numbers keep their own country code. Pricing outside India is $29 per user per year, or $12 per user for 3 months, outside India.
Yes. Each telecaller uses RMDialer on their own phone, leads are assigned round-robin or by hand, and the owner sees every call, connected call, talk time, status and follow-up per person per day without asking for reports.
The dialer is free forever. Install it, make it your phone app and you keep the keypad, contacts, call log, caller ID, spam screening and your call analytics with no account, no payment and no expiry date. Free WhatsApp sends are included every day once you make a free account. What you pay for is the memory around the call: the lead status, the remark and the follow-up reminder saved against every number, plus list auto dialing, team reports, backup and WhatsApp automation.
Both. The free plan has no end date and covers the dialer itself, so a business owner can run every call of the day through RMDialer for years without paying. The 3-day trial is separate: it opens the paid side as well, so you can test lead statuses, follow-up reminders, the auto dialer and WhatsApp automation on real customers before deciding. When a trial or a plan ends, nothing is deleted and the free dialer carries on.
A SIM-based dialer places calls from the SIM in the user's own phone, so the customer sees a normal mobile number and the call costs whatever the operator plan charges. Cloud telephony routes calls through a virtual number on a server and bills per user plus per minute, in return for features like IVR and recording. For outbound sales on mobile numbers, SIM calling gets answered more often and costs far less.
SIM-based auto dialer apps that publish their prices list about ₹159 to ₹176 per user per month on yearly plans (their own sites, checked 22 Oct 2026); cloud dialers with virtual numbers charge a seat price and add per-minute charges. RMDialer is ₹159 per user per month on the yearly plan, plus taxes, with the auto dialer, lead CRM, WhatsApp automation, team reports and the Web CRM all included in that one price.
Yes, 3 days with every feature unlocked for the whole team, and no card is needed. Install from the Play Store, sign in, and the trial starts. At the end you choose the 3-month or the yearly plan from inside the app or on the pricing page.
Yes. The yearly plan works out cheaper per month than the 3-month plan, and both include every feature: auto dialer, lead CRM, WhatsApp automation, follow-ups, analytics, team reports and the Web CRM. There are no add-on tiers, so the per-user price is the whole price.
Your phone app, with the numbers you call already organised: the call log with filters, missed calls in their own list to return, contacts, caller ID and spam screening, and call analytics that count your day by outcome and by person. Sending WhatsApp from any call is free every day too, with a free account: 15 sends a day for the first 15 days, then 3 a day. Saving a status, a remark or a follow-up against a call is the paid part.
Yes, every person can install it and use the free dialer on their own phone at no cost. The team layer is paid, because that is what needs our servers: assigned calling lists, per-person call reports, permissions, the Web CRM and backup that moves a user to a new phone. A common start is the whole team on the free dialer, with the owner opening a trial to see what the reports look like before buying seats.
A power dialer calls one number at a time for one agent and waits for that call to end, so every answered call has a person ready. A predictive dialer calls several numbers at once and connects the ones that answer to whichever agent is free, which needs a call-centre server and causes dropped "silent" calls. Mobile auto dialers like RMDialer are power dialers on a SIM.
Business karte ho? Business Dialer chahiye.
Set it as your phone app in one tap. Everything works like before, and then it starts working FOR you.
₹159/user/month on yearly in India, $29/user/year elsewhere · every feature included · Prices are per user, exclusive of taxes.
Free forever: the business dialer never expires, and needs no account
Call recording supported · our team sets it up with you during training
On iPhone and Android. The iPhone app has every feature except the native call log.
