Smart Agent · loss calculator for insurance agents

1

How many types of insurance do you manage?

Only one type 2–3 types (motor + health/life) 3+ types — motor, health, life, general

2

How many renewals do you miss or delay each year?

Almost zero — i have a system 5–10 renewals 10–30 renewals 30–50+ renewals

3

Where do you store client data?

Dedicated CRM / software Excel / Google sheets WhatsApp / diary Mixed — some here, some there

4

How much time daily to remind renewals?

Zero — automatic 20–30 min daily 1+ hour daily Don't send — no time

5

How easy is commission tracking?

Very easy — auto Manual in Excel Difficult — not sure I don't track

6

Time to find an old client policy?

less than 1 min 5–10 min 15+ min (files/folders) Sometimes can't find

7

Did any agent steal client because you didn't contact first?

No — system tight 1–2 times Many times

8

Mobile work possible while travelling?

Fully mobile Some work Must go to office

9

How easy is sub‑agent / staff mgmt?

Work alone Have staff & easy Staff but hard mgmt

10

How fast do you get business reports?

Instant — one click Manual 1–2 hrs Don't make (too hard)

11

Client docs (Aadhaar, RC) saved digitally?

Yes, linked to client Some scattered No, hard copies/WhatsApp

12

Send Renewal alert?

Yes, auto Manually No, forget

13

Premium collection easily tracked?

Yes, real‑time Manual effort Not tracked

14

Follow‑up schedule for new clients?

System auto reminder Manually set Often forget

15

Overall, professionally managed?

Yes, organised Okay, needs work Honestly, very messy

Is your agency leaving ₹50,000+ on the table?