CRM for insurance agents who want to stay organised
Insurance selling runs on follow-ups: first calls, quotes, documents, and renewals months or years later. Telemantix helps insurance agents and advisory firms track every prospect and client, schedule each follow-up, and reach people on WhatsApp.
It works for individual advisors and for teams of agents with a manager.
What insurance agents get with Telemantix
Prospects from every source
Referrals, website forms, WhatsApp, lead ads and imports in one list (connectors depend on your plan).
Policy sales pipeline
Stages like needs analysis, quote shared, documents pending and policy issued.
Renewal follow-ups
Schedule a follow-up for each renewal date so it appears in My Day when it is due.
WhatsApp with clients
Share quotes and document checklists from a shared business number.
Tasks for paperwork
Create tasks for KYC and document collection with due dates.
Manager visibility
Team leaders see every agent’s pipeline and overdue follow-ups.
Track prospects, renewals and follow-ups
Every prospect in Telemantix has a record with their details, notes, the policies they are interested in (using custom fields), the full conversation history and the next follow-up. When a policy is issued, schedule a follow-up for the renewal date so it appears in the agent’s My Day at the right time.
Missed follow-ups rise to the top of the list, and automation can alert a manager when one is overdue.
Reach clients on WhatsApp and close more policies
Clients often prefer to share documents and ask questions on WhatsApp. With the shared inbox, messages come to the agency’s business number, are assigned to the right agent and are saved on the client’s record. Approved templates let you send reminders to a selected group of clients.
Telemantix keeps the sales side organised. It is not a policy administration system; policy issuance and claims stay with your insurer portals.
- Custom fields for policy type and renewal date
- Notes with @mentions
- Export your data any time
How insurance agents use Telemantix
Import your prospects and clients
Bring in your existing list from a CSV file and connect your lead sources.
Set up your sales stages
Create stages from first contact to policy issued, and custom fields for policy details.
Schedule every follow-up
Log calls and set the next follow-up, including renewal dates.
Stay on top of renewals
Renewal follow-ups appear in My Day when they are due.
Frequently asked questions
Can Telemantix remind me about policy renewals?
Yes. Schedule a follow-up for each renewal date and it appears in your My Day list when it is due.
Can I message clients on WhatsApp?
Yes. WhatsApp is built in: use a shared business number and send approved templates to selected clients. Meta bills its message charges directly.
Does Telemantix issue policies or handle claims?
No. Telemantix is a sales CRM for prospects and follow-ups; policy issuance and claims stay in your insurer systems.
Is it suitable for a single advisor?
Yes. The free plan covers one user, and paid plans add more users as your team grows.
Can a team leader see every agent’s pipeline?
Yes. Managers see the whole team’s leads, stages and overdue follow-ups, while agents can be limited to their own clients. When an agent leaves, their prospects, follow-ups and tasks can be handed to a colleague in one step, so renewals and pending quotes are not lost.
Explore more
Never miss a follow-up or renewal
Keep every prospect, client and reminder in one CRM.