CRM for insurance agents who follow up every prospect on time
DigiPix Flow is a CRM for insurance agents and advisor teams whose health, motor and term cover enquiries come from Meta ads, Google Ads lead forms, quote-request forms on their website and years of client lists kept in Excel. It keeps one record per prospect, sends each enquiry to the right advisor, books the callback when a call goes unanswered, and only messages people who have said yes to that channel.
- Ads, website forms and your Excel book in one list
- One record per prospect, with duplicates flagged
- WhatsApp and SMS sent only with consent
- field types for details like the date cover is due
- 9
- until a callback when a prospect is busy
- 3 hours
- automated messages hold until 08:00
- 21:00
Where insurance enquiries come from
- Meta lead adsHealth and term cover campaigns
- Google Ads lead formsSearch campaigns for quotes
- Website formsGet-a-quote forms with a consent box
- CSV importYour existing client book from Excel
- Lead APIEnquiries from your own site or app
- ContactsClients kept as contacts with consent
The same prospect, three leads, three calls
Someone asks for a health quote on your Instagram ad, fills in the website form two days later and was already in last year's Excel list. Three advisors call the same person in one week, and the prospect decides your agency is disorganised before anyone has quoted a premium.
Callbacks promised and never made
Half the calls go unanswered and the other half end with 'call me after salary day'. Those callbacks sit in a notebook or a phone reminder, and the day an advisor is out, every prospect they promised to ring back quietly goes to another agent.
Messages to people who never agreed
A bulk WhatsApp or SMS goes to the whole list, including the people who asked to be left alone. The complaints arrive, the sender ID gets flagged, and nobody can show who agreed to hear from you on which channel.
Insurance lead management: ad, form and Excel leads in one list
Meta lead forms arrive by webhook with a lead source per form, Google Ads lead forms post straight in, and a quote-request form works on a hosted page or embedded on your site, with a consent box that is never pre-ticked. Bring your existing book in with a CSV import, with a column for each lead's source and columns for the consent people already gave you.
- A lead source per Meta form, such as Health or Term
- Quote-request forms with a consent box and its notice
- CSV import with source and consent columns
- Rows whose email is already a lead skipped on import
One record per prospect, however many times they enquire
Every new lead's email and phone are checked against the leads you already have. A match is flagged as a possible duplicate for someone to review, so the person who clicked your ad and then filled in your website form is called once, by one advisor. Nothing is merged automatically, and when you merge, the calls, follow-ups and messages from both records are kept.
- Exact email and phone checks on arrival
- Possible duplicates flagged, never merged on their own
- Calls, follow-ups and threads kept after a merge
- A duplicates desk for leads, contacts and deals
Send health, motor and term enquiries to the advisor who sells them
Assignment rules run in the order you set and check a lead's source, tags, score and segment. Give your health, motor and term forms their own sources, then send each line to the advisors who handle it, shared round robin or to whoever has the fewest open leads, only within their working hours. A fallback owner catches anything no rule matches, and every assignment creates a follow-up task.
- Rules on source, tags, score and segment
- Round robin, weighted, fixed or least-loaded sharing
- Assignment only inside each advisor's working hours
- A fallback owner, so no enquiry sits unassigned
Callbacks booked for you, and follow-ups on the date cover is due
Log a call and pick one of nine results: not picked up or busy books a callback in three hours, call back later books one for the next day, and waiting for a decision books one in seven days. Add a date field such as 'cover due on' to your leads or contacts, and schedule a follow-up for that day with a reminder from fifteen minutes to a day before.
- Nine call results, four that book the next step
- Date, number and select fields on leads and contacts
- Follow-ups with a type, priority and reminder
- Overdue follow-ups escalated to a team lead
Kavya Iyer WhatsApp and SMS only to prospects who said yes
Consent is kept per channel for sales and marketing messages, and it is checked again at the moment a message is sent. A prospect who replies STOP, or one of the other opt-out words, is added to do-not-contact. Every SMS to an Indian number is checked against your registered DLT templates, and automated messages wait between 21:00 and 08:00.
- Consent per channel, checked again at send time
- STOP and other opt-out replies honoured
- SMS wording checked against your DLT templates
- Automated messages held overnight
Reach the right group of prospects without a bulk blast
Build a dynamic segment on lead source, status, score, owner, created date or last activity, such as every term cover enquiry from the last 90 days that is still open, or pick members by hand for a static list. The preview shows how many members have consent before you send, and a message by email, WhatsApp or SMS goes only to those who do.
- Dynamic segments that keep their own membership
- Static lists of the people you pick
- Consented counts shown before anything is sent
- Email, WhatsApp or SMS to consented members only
Track every proposal from quote shared to closed
Shape your stages the way you sell, such as Qualified, Quote shared, Documents pending, Won and Lost, and set rules a deal must meet before it moves, like a next step booked. A won deal needs a close date and a lost one a reason, so you learn why prospects walk away. Reports show leads by source and open pipeline value by stage.
- Custom stages in one pipeline
- Stage rules, such as a next step booked
- Lost reasons captured on every lost deal
- Leads by source and pipeline by stage
Each advisor sees their own book, managers see the team
Data scopes decide what each role can see across lists, search and reports: an advisor sees their own leads and deals, a team lead sees the team's, and the owner sees everyone's. The same report shows each person only the totals they are allowed to see, and every plan includes multi-factor sign-in to keep client details behind more than a password.
- Own, team, team hierarchy or everyone
- Scopes applied to lists, search and reports
- The same report, scoped to each viewer
- Multi-factor sign-in on every plan
From an enquiry to a closed sale, in five steps
- STEP 01
Capture and import
Ad and form enquiries arrive, and your Excel book comes in by CSV.
- STEP 02
Check for duplicates
Email and phone matches are flagged before two advisors call.
- STEP 03
Route to an advisor
Rules on source send health, motor and term leads to the right person.
- STEP 04
Call and follow up
Call results book callbacks, and dated follow-ups carry reminders.
- STEP 05
Message with consent
WhatsApp and SMS go only to people who agreed, with DLT checks.
DigiPix Flow vs spreadsheets and WhatsApp only
| What it covers | Spreadsheets and WhatsApp only |  DigiPix Flow |
|---|---|---|
| Where enquiries land | Ads Manager, email and a shared Excel file | One lead list, each lead tagged with its source |
| A prospect who enquires twice | Two advisors call the same person | Flagged as a possible duplicate for review |
| Unanswered calls | A note in someone's diary | A callback booked from the call result |
| The date cover is due | A column nobody sorts | A date field and a follow-up with a reminder |
| Who agreed to WhatsApp or SMS | Nobody can say | Consent per channel, checked at send time |
| Opt-outs | Forgotten by the next broadcast | A STOP reply adds the number to do-not-contact |
| Who sees which clients | Everyone sees the whole file | Data scopes by role on lists, search and reports |
The sources and channels an insurance team connects
Insurance enquiries arrive from Meta lead ads, Google Ads lead forms and quote-request forms on your website, your existing book comes in by CSV, and SMS goes out checked against your DLT templates.
Insurance agent CRM questions, answered
What should a CRM for insurance agents in India do?
One that keeps every enquiry in one list, stops two advisors calling the same prospect and remembers every callback for you. DigiPix Flow brings Meta ads, Google Ads lead forms, website forms and CSV lists together, flags duplicates on email and phone, routes leads by source and books callbacks from call results, with WhatsApp and SMS sent only with consent.
Does DigiPix Flow manage policies or calculate premiums?
No. DigiPix Flow does not hold your policies, work out or compare premiums, connect to insurers or track commission. It manages the sales work around an enquiry: capture, follow-up, messaging and the pipeline. You keep issuing cover through the insurer's own systems.
Can I import my existing clients from Excel?
Yes. Save the sheet as a CSV file and import it as leads or contacts. Map your columns, add a lead source column so you know where each list came from, and include consent columns if people already agreed to hear from you. Rows whose email already belongs to a lead are skipped.
Can DigiPix Flow remind me when a client's cover is due?
You can add a date field such as 'cover due on' to leads or contacts, and schedule a follow-up for that date with a reminder up to a day before. DigiPix Flow does not create those follow-ups from the date field by itself, so the advisor schedules each one.
Is WhatsApp and SMS messaging to prospects compliant?
DigiPix Flow gives you the controls: consent is recorded per channel and checked again at send time, STOP and other opt-out replies add the number to do-not-contact, every SMS to an Indian number is checked against your registered DLT templates, and automated messages wait overnight. Following the rules that apply to your business remains your responsibility.
Can each advisor see only their own leads?
Yes. Roles carry a data scope of own, team, team hierarchy or everyone, and it applies to lists, search and reports. Advisors see their own book, team leads see their team's, and the owner sees the whole agency.
How do I stop two advisors calling the same prospect?
Every new lead is checked for an exact email or phone match with the leads you already have, and a match is flagged as a possible duplicate for review. Each lead also has one owner, chosen by your assignment rules, so the prospect is called once by the advisor who owns them.
Is client data secure in DigiPix Flow?
Every plan includes multi-factor sign-in, and role-based data scopes limit who can see which clients. Consent and opt-out history is kept on each record, so you can show who agreed to hear from you and when.
Something we haven't covered? Talk to an expert
Keep exploring
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Call every insurance prospect back on time
Talk to an expert — bring a real enquiry and a sample of your Excel book, and see them in one list.
- A real person, not a bot
- Bring your Excel book
- See consent handled for you