CRM Dashboard
Total Clients
245
Active Policies
198
New Leads
36
Pending Follow-ups
14
Clients & Account Status
| Name | Policy Type | Renewal Date | Status | Actions |
|---|---|---|---|---|
| John Doe | Health Insurance | 12-Dec-2025 | Active | |
| Mary Smith | Motor Insurance | 05-Jan-2025 | Pending |
Leads Management
| Name | Product Interested | Source | Contact |
|---|---|---|---|
| Rahul Verma | Term Life | Website | +91 9876543210 |
| Anita Kumar | Health | Referral | +91 9123456780 |
Upcoming Follow-ups
- Call John Doe – 10 Dec
- Email Mary Smith – 11 Dec
- WhatsApp Rahul Verma – 12 Dec
Communication History
- SMS sent to John Doe
- Email sent to Anita Kumar
- WhatsApp message to Rahul Verma
Integrations
Integrations can be connected using APIs (Twilio, WhatsApp Business API, SMTP, etc.)
Policy Renewal Alerts (Next 30 Days)
| Client | Policy | Renewal Date | Auto Follow-up |
|---|---|---|---|
| John Doe | Health | 12-Dec-2025 | Scheduled |
| Mary Smith | Motor | 05-Jan-2025 | Pending |
Agent Quick Actions
Real-time Follow-up Automation
Automated reminders triggered based on renewal date & lead activity.
- ⏱ WhatsApp reminder scheduled for John Doe