Agent and POSP Lead Nurturing Automation

• Head of Agency or POSP Channel
• Channel Manager
• Distribution Marketing Lead
• Head of Broking Operations

Insurers and broking firms recruit agents and POSPs through campaigns, referrals and partner networks, but many prospects stall between sign-up and their first policy. They have to submit documents, complete the mandated training, pass the examination and then actually start selling, often with little support from an overstretched channel manager.

We build a lead nurturing system on top of your CRM and WhatsApp Business account. It captures prospects from campaigns, referrals and your website, removes duplicates and scores them on likely completion. Conversational WhatsApp journeys in Hindi and regional languages guide each prospect through document upload, training modules and exam booking, with reminders timed to where they stopped. Channel managers get a daily list of prospects who are close to certification or stuck, with context. Once certified, POSPs receive renewal reminders for their customers, approved product content limited to what they are certified to sell, and simple follow-up prompts.

• Captures and de-duplicates prospects from campaigns, referrals, partners and web forms
• Scores prospects on likely completion using onboarding behaviour and profile data
• Runs WhatsApp journeys for document upload, training progress and exam booking in Hindi and regional languages
• Gives channel managers a prioritised daily call list with the reason for each call
• Sends certified POSPs renewal reminders for their own customers and compliance-approved product content
• Tracks the funnel from sign-up to first sale by source, region and channel manager

1. 01Capture and de-duplicateProspects from all sources are captured into the CRM with consent, and duplicates are merged.
2. 02Score and segmentEach prospect is scored and placed in a journey based on where they are in onboarding.
3. 03Nudge through onboardingWhatsApp and SMS journeys prompt document upload, training modules and exam booking.
4. 04Escalate to a channel managerProspects who are close to certification or stuck are added to the channel manager's call list.
5. 05Support after certificationOnce the insurer or broker certifies them, POSPs receive approved content, customer renewal reminders and follow-up prompts.
6. 06Review the funnelConversion by step, source and manager is reported weekly to refine the journeys.

1. Lead capture
   • Campaign, referral and web form connectors
   • Consent capture
   • De-duplication and CRM sync
2. Scoring and orchestration
   • Completion likelihood model
   • Journey orchestrator with step triggers
3. Messaging
   • WhatsApp Business API templates
   • DLT-registered SMS
   • Approved content library with product-scope tags
4. Field enablement
   • Channel manager daily call list
   • POSP customer renewal reminder feed
5. Reporting
   • Funnel dashboard by source and region
   • Opt-out and complaint log

Channel managers decide whom to call and handle every conversation about earnings, products or concerns. Compliance approves every template and content item before it enters the library, and certification stays with the insurer's or broker's authorised process.

• CRM such as LeadSquared, Salesforce or Zoho
• WhatsApp Business API and DLT-registered SMS gateway
• POSP onboarding portal and learning management system
• Insurer or broker sales platform for policy and renewal data
• Marketing analytics or data warehouse

• Only compliance-approved templates and creatives can be sent
• Product content filtered to the categories a POSP is certified to sell
• Consent captured and opt-outs honoured on every channel
• Customer data shared only with the POSP who owns that customer
• Message frequency caps per prospect and per POSP

• IRDAI's framework for POSPs sets training, examination and product-scope requirements; the system tracks these steps but does not certify anyone.
• Messages follow TRAI commercial-communication rules through DLT-registered templates and consent checks, and applicant documents are handled under the DPDP Act 2023.

• Insurance

  Policy Renewal Voice Agent

  A multilingual voice agent that calls policyholders before renewal, explains premium and cover from approved content, sends a UPI payment link and hands complex requests to licensed staff.

• Insurance

  Mis-Selling and Disclosure Testing for Insurance Bots

  Test insurance sales and service bots for mis-selling, missing disclosures, prompt injection and data leakage, in English, Hindi and Hinglish, with transcript evidence for every finding.

• NBFCs & Lending

  Loan Lead Qualification Agent for DSA and Web Leads

  Contact new loan leads from DSAs, aggregators and your website within minutes by voice or WhatsApp, check serviceability and basic fit with consent, and route ready applicants to sales.

• Real Estate & Construction

  Broker and Channel Partner Lead Automation

  Register broker leads from WhatsApp and email, check them against the CRM for ownership, acknowledge partners instantly and track each lead through visit, booking and brokerage.