Store Insurance Agent Recruitment Software

Insurance Agent Recruitment Software

CRM & Sales Recruit insurance advisors from every lead source, follow up on WhatsApp automatically, and walk each one to a licence.
NewNo reviews yet v1.0.14Updated 2026-11-03 23Features 9Screens Live demo Installs like an app
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About this app

For the development officer whose job is recruiting insurance advisors. Every lead — from an Excel list, a Google Sheet, Facebook and Instagram lead ads, a WhatsApp message, your own career page, an agent's referral link or your website — lands in one place, is checked against the numbers you already have, given to the right person and put on today's call list. Today is the daily driver: everyone who needs you by tonight, in order — overdue first, then new leads, replies and documents to check. One tap to call, one tap to WhatsApp, one tap to log what happened; the next follow-up is set for you. Three unanswered calls hand over to WhatsApp, and a reply brings the person straight back to the top. WhatsApp works through Meta's official Cloud API on your own business number: a ready library of recruitment messages in English, Hindi and Tamil to submit for approval, drip campaigns for each stage that stop the moment someone replies, broadcasts with sending hours and a daily limit, an inbox that respects WhatsApp's 24-hour rule, read ticks, and STOP opt-outs that are always honoured. Each candidate is walked through the real recruitment steps — interested, application form, KYC documents (checklist with uploads), submission, training hours, the licensing exam with retries, and the licence and agency code — on a pipeline board. Reports show which source and which ad campaign brings licensed advisors and at what cost, against monthly targets; licensed advisors export to your onboarding. Recruiters see only their own candidates, and agents who refer people get a simple page on their phone. Your name, logo and colours are on every screen.

Why buyers pick it

Every lead source in one listExcel, Google Sheets, Facebook and Instagram lead ads, WhatsApp, your career page, referrals — with duplicates caught by mobile number.
A call list that orders itselfoverdue first, then new leads and replies. Logging a call sets the next follow-up, so nobody falls silent.
WhatsApp on the official Cloud APIready recruitment messages in three languages, drips per stage that stop on a reply, broadcasts and an inbox.
The real path to a licenceform, KYC documents, training hours, the exam with retries, licence and agency code.
Know which source and which ad brings licensed advisors, and what each one costs, against your monthly target.
For recruiting advisors. To run an existing agency's policies, renewals and commissions, it is Insurance Agency Management Software. For a telecalling team in any business, it is Telecalling CRM Software.

Everything included 23

  1. Today listoverdue, new leads, replies, reviews and meetings, with one-tap call, WhatsApp, outcome and snooze
  2. Call outcomes that set the next follow-up (no answer, busy, switched off, call back, meeting, asking family, interested, not interested)
  3. Hard-to-reach rulethree unanswered calls start a WhatsApp follow-up
  4. Recruitment stagesnew, interested, form pending, form received, KYC pending, KYC received, submitted, training, exam, licensed, on hold, not interested — renameable, with follow-up timing per stage
  5. Pipeline board with drag-and-drop on a computer and stage tabs on a phone
  6. Candidate profiletimeline, notes, temperature, eligibility check, KYC checklist with file uploads, licensing exam attempts and results, application, fees, training hours, licence and agency code
  7. Excel / CSV import with column matching and duplicate handling
  8. Google Sheets sync every 15 minutes (new rows only)
  9. Facebook and Instagram lead ads by webhook and by a 15-minute fetch
  10. Career page with apply form, bot protection, consent and campaign tracking
  11. Agent referrer phone portal with a personal referral link
  12. Leads API with a per-instance key
  13. WhatsApp Cloud APIinbox, 24-hour rule, delivery and read status, STOP opt-out
  14. Recruitment message library in English, Hindi and Tamil; submit to Meta and sync approvals
  15. Drip campaigns per stage, stop on reply, re-engage when a drip ends unanswered
  16. Broadcasts with filters, sending hours and a daily limit
  17. Exam reminders the day before
  18. Reports: funnel, sources, ad campaigns with cost per licensed advisor, team, drop-out reasons, WhatsApp, 6-month trend; CSV export
  19. Monthly targets for the team and each recruiter
  20. Licensed agents list and export for onboarding
  21. Roles: Development Officer, team lead, recruiter (own candidates only), agent referrer
  22. Candidate data download and erasure on request
  23. Your own name, logo, colours and web address

What you get

Your own domain, free HTTPSYour app, at your own web address
Updates and backups, automaticNothing to install or maintain
Support includedHelp from our team
Installs like an appOn phones and computers

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What's new

Version 1.0.142026-11-03

Fair use limits

  • Where your plan includes a set number of staff logins, Users & Roles shows how many are in use once 80% are taken. When all are in use, a new staff login asks you to switch one off or ask your provider for more. Customer and portal logins are never counted, and nobody is ever switched off.
  • Where your plan limits imports, one import file can carry up to 5,000 rows. A bigger file is refused before anything is imported, with a note to split it.
  • Where your plan limits photo size, uploaded photos are saved at up to 1600 pixels on the longest side, turned the right way up, so pages load faster and use less storage. Smaller photos are kept exactly as sent.