An insurance telecalling app keeps an advisor's renewals and new proposals on the phone that makes the calls. In RMDialer every policy's due date becomes a reminder that rings, and every new lead moves through quote, documents and medical without a diary.
Policies on the client record · Renewal rings before it lapses · Claim updates by WhatsApp
Your own SIM, no virtual number · Android and iPhone apps + Web CRM in one plan · No card for the trial
Updated
Short answer
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.
Key takeaways
What an advisor or agency gets once renewals and new proposals run from the dialer.
Each policy's due date rings at T-30, T-7 and T-1, so the premium is not lost to a busy week.
Quote, documents and medical each carry a follow-up that rings, so no proposal goes quiet.
Policy type, insurer, premium and due date show while it rings.
The renewal notice, quote and document checklist go on WhatsApp with the client's name filled in.
A lapsed policy gets a revival call with the grace period sent on WhatsApp.
Quotes sent and renewals collected per advisor per day, and the client list stays when an advisor leaves.
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 |
Real businesses, real numbers: how owners and sales teams across India and 12+ countries use RMDialer every day.
“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.”
“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. During a data outage upcountry the calls still went through on the SIM, and the notes reached the account when the network came back. Priced for a small business, which most CRMs are not.”
“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.”
“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.”
“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.”
“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.”
Reviews are collected from customers on WhatsApp and on this website. Share yours on WhatsApp
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
Term, health, motor, ULIP: the pitch and the renewal cycle differ
Custom field
Which company issued it
Custom field
On the call screen before you pick up
Custom field
Drives the renewal calendar and the reminders
Custom field
Reference, walk-in, portal, ad: month-end shows which one produces policies
Save these as Meta templates or plain messages; the name and the policy fill from the client at send time.
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.
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.
Hi {name}, to issue your policy we need the documents listed here. Send them on this number and I will confirm receipt.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
The business dialer is free forever with no account and no expiry: the keypad, contacts, caller ID, the call log and your call analytics, plus free WhatsApp sends every day. A plan adds the customer record after every call, follow-up reminders, list auto dialing, your team and WhatsApp automation.
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.
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 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.
