Smart Agent — Free Loss Calculator for Insurance Agents

1

Aap kitne types ka insurance business manage karte hain?

Sirf ek type 2–3 types (Motor + Health/Life) 3+ types — Motor, Health, Life, General sab

2

Ek saal mein kitne renewals miss ho jaate hain ya late ho jaate hain?

Almost zero — mere paas system hai 5–10 renewals 10–30 renewals 30–50+ renewals

3

Aap client ka data kahan rakhte hain?

Dedicated CRM / software mein Excel ya Google Sheets WhatsApp messages / diary Mixed — kuch yahan, kuch wahan

4

Renewal remind karne ke liye roz kitna time lagta hai?

Zero — automatic hai 20–30 minutes daily 1+ hour daily Bhejta hi nahi — time nahi milta

5

Commission aur income track karna kitna easy hai?

Bahut easy — sab auto-calculate hota hai Manually Excel mein karta hoon Mushkil hai — exactly pata nahi hota Track karta hi nahi

6

Kisi client ka purana policy dhundhne mein kitna time lagta hai?

1 minute se bhi kam 5–10 minutes 15+ minutes (files/folders mein dhundhna padta hai) Milta hi nahi kabhi kabhi

7

Kya kisi agent ne aapka client le liya kyunki aapne pehle contact nahi kiya?

Nahi — mera system tight hai 1–2 baar hua hai Kaafi baar hua hai

8

Mobile se kaam — travel mein ya ghar se — kitna possible hai?

Poora kaam mobile se ho jaata hai Kuch kaam hi hota hai Office jaana padta hai har baar

9

Sub-agents ya staff manage karna kitna easy hai?

Akele kaam karta hoon Staff hai aur manage easy hai Staff hai par manage karna mushkil hai

10

Business reports — monthly income, renewal status, pending follow-ups — kitni jaldi milti hain?

Instantly — ek click mein Manually 1–2 ghante lagte hain Banata hi nahi — bahut mushkil lagta hai

11

Client ke documents — Aadhaar, RC, old policy copy — digitally save hain?

Haan — sab digital aur linked hai client se Kuch hain, kuch nahi — scattered hai Nahi — hard copies ya WhatsApp mein hain

12

Renewal alert bhejte hain?

Haan — automatic jaata hai Manually yaad rakh ke bhejta hoon Nahi bhejta — yaad nahi rehta

13

Premium collection — kaun ne diya, kaun ne nahi — easily track hota hai?

Haan — real-time dikhta hai Bahut mehnat lagti hai — manually check karna padta hai Nahi track hota — kuch miss ho jaata hai

14

Naye clients add karne ke baad follow-up schedule karna?

System hai — auto reminder set ho jaata hai Manually karta hoon — thoda complicated hai Bahut baar bhool jaata hoon

15

Overall — aapka insurance business professionally manage ho raha hai?

Haan — sab organized hai Theek hai — par kaafi improvements chahiye Honest answer — kaafi messy hai, stress rehta hai

Kya aap bhi har saal₹50,000+ gawa rahe hain?