Sound Familiar?
50 Prospects a Month. Half the Follow-ups Slip
An agent meets a prospect, discusses term plans and health cover, promises to send a comparison by evening. Next day, 5 new referrals come in. The original prospect is forgotten — and they bought a policy from another agent who called first
Renewals in Diaries and Excel. 30% Get Missed
Renewal dates live in personal diaries, Excel sheets, or the agent's memory. Every missed renewal is lost premium — and a policyholder who questions your reliability. Multiply this across 500+ policies and you see the scale of leakage
Agency Manager Has No Idea Who's Actually Meeting Clients
Agents report 15 meetings a week. Reality might be 8. Without verified field data, managers coach from guesswork — not facts. Persistency ratios drop, and nobody knows why until it's too late
SmartBDM gives your agency one platform — so every meeting, every policy follow-up, and every renewal is tracked and verified
Every Agent and Agency Manager Gets Their Own AI Assistant
Agents speak a voice note after every client meeting. AI handles data entry, renewal reminders, and follow-ups. Managers see verified field activity and real persistency data — without chasing anyone
For Agents
Speak after every client meeting — AI logs the discussion, policy interest, premium range, family details, objections, and next steps
Get automatic renewal reminders, follow-up priorities, cross-sell suggestions, and persistency alerts for your entire book of business
Never manually update a spreadsheet, diary, insurer portal, or daily activity report again
For Agency Managers
Trust every update — each one is backed by a voice note from the field, not self-reported activity numbers
AI flags missed renewals, lapsed policies, prospects going cold, and agents with low field activity — before premium is lost
Know which products sell, which agents convert, persistency ratios by agent, and which lead sources bring quality prospects
Your Prospects Don't Wait for Business Hours.
Neither Does SmartBDM
From first enquiry to policy sale to renewal — AI ensures nothing slips between the cracks
Enquiry or Referral Comes In
WhatsApp, referral, website, walk-in, bancassurance partner — AI captures details and qualifies interest instantly
Right Agent Assigned
AI routes by product expertise (life, health, motor, general), location, and capacity. Agent gets a full briefing — family situation, existing coverage, budget range
Every Meeting Logged by Voice
Agent speaks a voice note after every meeting. AI updates everything — policy interest, premium discussed, objections, documents pending, follow-up date
Prospect Delays? AI Nurtures
Tax-saving deadlines, claim ratio comparisons, premium due reminders — AI sends contextual nudges based on what was actually discussed, not generic messages
Policy Sold — Renewals Tracked Automatically
AI sets renewal reminders, cross-sell triggers, and policy anniversary follow-ups. No premium is lost because someone forgot a date in their diary
Every automation is fully customizable to your agency's workflow — product-wise pipelines, renewal calendars, and agent assignment rules. We configure it all during onboarding
Unlimited Agents. One Price. Replace Your Entire Stack
Stop paying per agent. Put your entire agency — captive agents, independent agents, and managers — on one platform
What You're Using Now
Insurer's CRM / agency portal
Clunky, limited, and siloed per insurer
WhatsApp Business + broadcast tools
₹15,000/month
Excel / diary for renewals and pipeline
Free but costs you premiums
Call tracking and recording tools
₹10,000/month
Lead management tool (LeadSquared etc)
₹25,000/month
Daily activity reporting (manual)
Hours of agent and manager time
₹50,000+/month
= ₹6+ lakhs/year
And your team still ignores most of them
SmartBDM — The Growth Super App
Complete CRM with custom pipelines
Native WhatsApp, Email & SMS
WhatsApp marketing campaigns
Free lead sync from all ad platforms
AI lead capture & qualification
Smart lead routing
Conversation intelligence & coaching
Automated follow-ups & nurturing
Voice-verified sales updates
Analytics & performance tracking
Web + iOS + Android
Starting at
₹30,000/month
(unlimited users)
Pricing based on leads:
Up to 5,000 leads₹30,000/month
Up to 50,000 leads₹1,00,000/month
50,000+ leadsCustom pricing
30-day free trial · No credit card required · Go live in 7-10 days
Frequently asked questions
Talk to our sales
See SmartBDM in Action
A 30-minute walkthrough — we'll show you how SmartBDM automates your pipeline end-to-end and gives your team the one platform they'll actually use
