AgentXConnect
Leads, follow-ups, targets, new-business figures and an AI sales coach, in Hindi and English. Made for Development Officers and the agents who work with them.
No card needed for the trial. Plans start at ₹499 a month plus GST for up to 5 agents.
Screens show a sample agency.
For Development Officers
For agents
Real screens from the app, with a sample agency's numbers.
DOs and agents
Move a lead from New to Policy issued, with a follow-up date, documents and a suggested plan attached. The Today button in the top bar lists what is due.
DOs and agents
Set premium or policy targets for the whole team or one agent, daily, monthly or yearly. Recording a sale moves the bar at once, and it can go past 100%.
DOs and agents
Bronze at 60% of the monthly premium target, Silver at 80%, Gold at 100%. A live ranking all month, and badges awarded on the 1st.
DOs and agents
DOs message agents and agents reply. A reminder about a lead lands in the same thread with the lead tagged. Messages arrive live, with Sent and Seen.
DOs
Track people from the first call to the exam to appointed agent, with a ten-item document checklist. One tap turns a recruit who passed into an agent account.
DOs and agents
Objection replies, WhatsApp follow-ups, selling tips, and a plain-Hindi explanation of any insurance plan.
Follow-ups in a notebook, reminders on WhatsApp and targets in Excel become one list, one chat and one scoreboard.
Every agent gets the leads to call today, without opening a notebook.
The lead moves to Policy issued and the personal and team target bars fill straight away.
An agent who missed the day's target is asked why, and you read the answers in one place. Sundays are skipped.
Last month's Bronze, Silver and Gold are worked out from the numbers, and the winners are told.
New business by day, month or year, split by plan and by agent.
Ask before the meeting, in Hindi or English. Free for everyone during the 14-day trial.
A sample reply. The real coach answers your exact question and never guesses a premium.
Start with a question, not a plan: “If your income stopped for six months, how would your family manage?” Then listen. Do not quote a premium until they answer.
Hello Mr. Sharma, this is Rohit. I was thinking about our chat on Tuesday. Would 6 pm tomorrow suit you for a short call to go through the plan? Happy to move it if not.
Pick your five warmest leads and call them before noon. Ask each one for a family member who may also need cover. Record every sale on the same day.
यह बचत और सुरक्षा वाली योजना है। आप तय समय तक प्रीमियम भरते हैं, आगे चलकर तय रकम मिलती है, और बीच में कुछ होने पर परिवार को सुरक्षा मिलती है। सही रकम के लिए आधिकारिक ब्रोशर देखें।
The same account works in any browser, which is handy for the heavier jobs.
One monthly price for the whole agency, set by how many agents you have.
Plus GST. Rates as of launch and shown again at signup. Your first 14 days are free and need no payment. Pay online through Razorpay.
Only Development Officers. Agents are added by their DO and sign in with their own mobile number.
No. The agency pays one monthly price based on how many agents it has.
The app pauses until you subscribe. Nothing is deleted. Subscribe from the banner or the lock screen and it opens again straight away.
Yes. Every screen is in Hindi and English, and each person picks their own language.
No. An agent sees only their own leads and targets. The DO sees the whole team.
No. AgentXConnect is an independent product for Development Officers and agents. It is not affiliated with, endorsed by or sponsored by any insurance company.
Sign up with your mobile number, add your agents, and see your first follow-up list tomorrow at 09:00.