Telecalling app for insurance agents: renewals, leads and follow-ups from one phone. With RMDialer, the telecalling app for insurance advisors, no renewal date lapses.
RMDialer is a telecalling app for insurance agents: every policy's due date becomes a reminder that rings at T-30, T-7 and T-1, and every new lead moves through quote, documents and medical without a diary.
- Renewal reminders T-30, T-7, T-1
- Insurance lead CRM
- Auto dialer for advisors
- Documents by WhatsApp
- Own SIM, own number
Policies on the client record · Renewal rings before it lapses · Claim updates by WhatsApp
Your own SIM, own Android phone, no virtual number · Mobile app + Web CRM in one plan · No card for the trial
Which is the best telecalling app for insurance agents?
A telecalling app for insurance agents earns its keep on renewals, not cold calls: every policy has a date, and the agent who calls before it wins the premium. RMDialer holds each client's policy and due date as a paid-client record, rings at T-30, T-7 and T-1, sends the renewal reminder by auto WhatsApp, and tracks new-business leads through quote, documents and medical with follow-ups that ring. Calls go from the agent's own SIM. ₹159 per user per month on yearly billing, 3-day free trial.
- Renewal reminders at T-30, T-7 and T-1 that ring
- Quote, documents and medical pipeline with follow-ups
- Renewal notice and quote by auto WhatsApp
- Every call from the advisor's own SIM, logged
What businesses say about RMDialer
Real businesses, real numbers: how owners and sales teams across India and 12+ countries use RMDialer every day.
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“Renewal reminder is the reason I pay for it. Every policy due date rings me 30 days, 7 days and 1 day before, with the client's number right there. Earlier 3 to 4 renewals a year quietly went to other agents. Small app, big difference for a single agent like me.”
Sunita Verma LIC advisor · Insurance agency Indore -
“Renewal reminders and call tracking for 5 agents on Safaricom lines. Every policy renewal rings the right agent before it lapses, and I see the calls each agent made without asking. The app worked offline during a network outage upcountry and synced when we were back. Priced for a small business, which most CRMs are not.”
James Mwangi Founder · Insurance brokerage Nairobi, Kenya -
“I am a one-person business. RMDialer is the business dialer app on my own phone: every customer call becomes a record, the wedding date is the reminder, and the new collection goes out as a WhatsApp broadcast to my 600 customers from the call log. Paid clients tab shows who has paid and who has balance due.”
Pooja Rathore Owner · Boutique and bridal wear Jodhpur -
“Membership renewals were slipping. Now every member's expiry date rings the front desk 7 days before and a WhatsApp offer goes out automatically. Trial visitors who did not join are in the lost leads list and get a call at month end. Renewals up about 25% since we started.”
Shalini Joshi Franchise owner · Gym and fitness studio Bhopal -
“Hindi mein app chalta hai, yeh sabse badi baat. Season shuru hone se pehle 400 kisaan ki list auto dial ho jaati hai, aur jo bole "baad mein call karna" uska reminder set. Excel se auto call kaise kare, yeh Google pe dhoondh ke yahan aaya tha. Ab do saal se use kar raha hoon.”
Mahesh Bishnoi Proprietor · Agri-input dealership Bikaner -
“GST and ITR deadlines mean 200 client calls in a fortnight. The auto dialer runs the list, the remark goes on the client's number, and the ones who said "documents by Friday" ring the assistant on Friday. A follow up reminder app that lives inside the phone dialer is the only kind my staff will keep using.”
Sanjay Shah Partner · Chartered accountancy firm Ahmedabad
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New business: six statuses from enquiry to issued policy
Set in two taps when the call ends. Each status tells the app what to remind and what to send.
| Status | What happens next |
|---|---|
| New | Call within 5 minutes; need-analysis questions on the call screen |
| Need Analysis | Quote by auto WhatsApp; follow-up in 2 days |
| Quote Sent | Call: objections; reminder rings on day 2 and day 5 |
| Documents | Document checklist by WhatsApp; follow-up until received |
| Medical | Reminder for the test date; call the day after |
| Issued / Lost | Issued moves to Paid clients with the due date; Lost sits in the win-back list |
Renewals: the calendar the app keeps for you
Each policy's due date drives these. The reminders ring; the WhatsApp goes out by itself.
| When | The call | Auto WhatsApp |
|---|---|---|
| T-30 | Call: renewal due next month, any changes? | Renewal notice with premium and due date |
| T-15 | Call if unpaid: payment options | Payment link or steps |
| T-7 | Reminder rings: call | Due in 7 days reminder |
| T-1 | Final call | Due tomorrow reminder |
| T+3 | Lapsed: call for revival | Revival window and grace period |
Custom field
Policy type
Term, health, motor, ULIP: the pitch and the renewal cycle differ
Custom field
Insurer
Which company issued it
Custom field
Sum assured / premium
On the call screen before you pick up
Custom field
Due date
Drives the renewal calendar and the reminders
Custom field
Source
Reference, walk-in, portal, ad: month-end shows which one produces policies
The WhatsApp messages that send themselves
Save these as Meta templates or plain messages; the name and the policy fill from the client at send time.
Quote after need analysis
Hi {name}, thanks for your time today. Here is the quote for the {interest} plan we discussed, with the premium and cover. Call me if any part needs explaining.
Renewal due (T-30)
Hi {name}, your {interest} policy is due for renewal on the date in this message. Reply or call me to renew without a break in cover.
Document checklist
Hi {name}, to issue your policy we need the documents listed here. Send them on this number and I will confirm receipt.
Compliance, kept simple
Call your own clients and the people who enquired with you, from your own number; honour do-not-call requests; do not buy lists. RMDialer dials one call at a time from your SIM and logs every call with its outcome, which is exactly the record an agency wants when a client or a regulator asks what was said and when.
Telecalling app for insurance agents: common questions
Updated on
Which telecalling app is best for insurance agents in India?
One built around renewal dates as much as new leads. RMDialer holds each client's policy and due date as a paid-client record, rings at T-30, T-7 and T-1, sends the renewal reminder by auto WhatsApp, and runs the new-business pipeline from the same phone, at ₹159 per user per month on yearly billing.
How do I get renewal reminders before a policy is due?
Record each policy as a paid client in RMDialer with its due date. The app reminds you before the date with one-tap Call and WhatsApp, and the renewal list shows every policy due this month, so nothing depends on a diary.
Can the app send the renewal notice on WhatsApp automatically?
Yes. A renewal reminder template goes out automatically from the reminder, with the client's name and policy filled in, through the WhatsApp Business API or by opening WhatsApp for you to tap send. The same works for quotes and document checklists after a call.
What statuses should an insurance telecaller use?
Two short pipelines: New, Need Analysis, Quote Sent, Documents, Medical, Issued or Lost for new business; and Due, Reminded, Paid, Lapsed for renewals. RMDialer lets you create both sets, and each status is set in two taps when a call ends.
Does it work for an agency with 20 advisors?
Yes. Each advisor runs RMDialer on their own phone with their own leads and renewals; the agency owner assigns leads, sees calls, quotes sent and renewals collected per advisor per day, and keeps the client list when an advisor leaves.
Is auto dialing allowed for insurance calls in India?
Calling your own clients and people who enquired with you, from your own number, is normal business calling. Promotional calls to strangers and DND numbers are restricted by TRAI, and IRDAI expects advisors to respect do-not-call requests. RMDialer dials one call at a time from your SIM and logs every call, which is the record you want either way.
How much does an insurance telecalling app cost?
RMDialer is ₹159 per user per month on yearly billing or ₹249 on the 3-month plan, plus taxes ($29 per user per year, or $12 per user for 3 months, outside India), with renewals, reminders, the auto dialer, WhatsApp automation and team reports included and no call charges. Free 3-day trial, no card.
Where does an insurance advisor download the app?
RMDialer is on Google Play: https://play.google.com/store/apps/details?id=com.wappblaster.rmdialer. Install it, sign in with your number, add your policies as paid clients with their due dates, and the renewal reminders start during the free 3-day trial.
How do I remind clients about renewals automatically?
Record each paying client once with the product, package, amount paid, amount due and expiry date. The app then rings the right person before expiry (for example 30, 7 and 1 days before) and can send a WhatsApp reminder automatically at each step, so renewals stop depending on a diary.
Which CRM is best for real estate agents in India?
One that runs on the phone, because property selling is calling: portal leads from 99acres, MagicBricks and Housing imported and called within minutes, the buyer's budget and location on the call screen, site-visit reminders that ring, and the brochure sent on WhatsApp after the call. A desktop CRM that brokers stop opening does not help.
How to send a WhatsApp message automatically after a call?
Use a dialer with auto WhatsApp: set a message once per call type (missed, incoming, outgoing) and per lead status, and the app sends it the moment the call ends, personalised with the customer's name. From the user's own number it opens WhatsApp with the message ready; through the WhatsApp Business API it sends with zero taps.
How do I stop forgetting sales follow-ups?
Set the follow-up at the moment you promise it, from the after-call screen, in one tap ("tomorrow", "Sunday 11 am"), and use an app that rings like an alarm at that time with the call-back button and the customer's history on it. A follow-up that lives in a diary or a spreadsheet depends on someone remembering to look; one that rings does not.
What is the best follow-up reminder app for sales calls?
The best one is the one inside the dialer you already call from, because the reminder is set at the end of the call and rings with the customer's record attached. Standalone reminder apps and calendar alerts work for one person but lose the link to the call and cannot report follow-ups per employee to a manager.
Can leads from JustDial and IndiaMART be called automatically?
Yes. Export or connect the portal's lead list (most portals email or expose leads by sheet or API), let the app import new enquiries on a schedule, and set the fresh leads to auto dial first. Speed to lead is what wins portal enquiries: the first supplier to call usually gets the order.
Every renewal date becomes a call that happens
Add your policies as paid clients with their due dates, and the reminders start during the trial.
₹159/user/month on yearly · every feature included · Prices are per user, exclusive of taxes.