Drive New Insurance Sales & Maximize Renewals – Automatically
Qualify leads, Do Instant Follow-Ups & Trigger Smart Reminders.
ASSURE Sherpa powers your digital + human channels with AI automation for Motor, Health, Life, and more.
Optimize leads for all your channels – Agencies, Call Centers, Direct Sales, Brokers, Bancassurance, Field teams.
YOCOYA Insure
Capture Leads from Every Channel – Online to Offline
Connect your CRM to wherever customers are – Google Ads, Meta Ads, websites, walk-ins, call centers, WhatsApp bots, email, DSA/DST, and social platforms.
📡 Plug in via API or bulk upload. We’ll take care of the sync.
YOCOYA Insure
Smart Lead Distribution based on Custom Logics
Digital leads → Telecallers CRM
Verified leads → Field Agent app
Priority rules → Based on region, policy, team availability
YOCOYA Insure
MISP Insurance Renewals In FY 2024
Tele-Callers and Field Agents
Cities in India
Premium Collected
Onboard New Customers Easily
- Manually Add a lead.
- Import leads through Excel Sheets.
- Creating web forms on your website.
- API Driven Cross-Platform Integration.
YOCOYA Insure
Automated Forecast & Lead Distribution
- Active Insurance Renewal.
- Rollover Insurance Policies.
- Break-in-Insurance.
Auto & Manual Allocation of leads to Tele-Calling team or Fields Agents
Turbocharge Cross-Selling Opportunities
Easily sell complementary products. E.g.
- Life Insurance for a customer who took health Insurance.
- A customer who recently had a child may benefit from Life Insurance.
- Dental or vision coverage for a customer with health insurance.
Mobile Responsive Insurance Renewals CRM
Intuitive interface that provides seamless experience on smartphones, tablets, and other internet-enabled devices.
Optimize cost with Work from Home (WFH) or Work from Anywhere environment.
White Labelling and Customization
Option to get, custom Logo, Product Name, Links and Footer, Home Screen, Favicon, custom Domain Name etc.
Other Product Features
These unique product features help your business get the maximum efficiency and productivity from debt collection process
Role based Accessibility
Give role-based authorization to different users like agents, supervisors, managers for accessing customer data.
100% Auto Reminders
Get Notifications and Pop-up Reminders for all Follow-up Calls, Appointments, Customer Visits and Planned events.
Work from Anywhere
Mobile Responsive app that can be accessed on Desktop, Laptop, Tablets and Smart Phones.
100% Call Recordings
For Users on Cloud-Phone or On-Premise telecom set-up with SIP trunk or GSM Gateway devices.
Flexible Installation
On-Premise or Cloud Installation with options to White label with LOGO, Domain Names, DNS Records, Workflows etc.
FREE Document Manager
Upload, Save and Share hundreds of PDFs, JPEG images, Customer documents and refer anytime on desktop or mobile.
Flexible Pricing Model That Suits Your Business
Add or reduce CRM licenses based on the number of active users.
Pay as you go with 30 days notice period. One-Time Set-up Fee Apply.
Accounts
Free Trial
Projects
SSL
Storage
Domains
Sub-domains
Sub-domains
BASIC PLAN
₹ 499
Every Month Minimum 10 Users Billed
Upload & Allocate Module.
Custom 5 Fields.
Click-2-Call Dialer on Android Phone.
Follow-Up Reminders.
WhatsApp-P Custom Messages.
File Sharing.
Simple Report Download.
STANDARD PLAN
₹ 1200
Every Month Minimum 10 Users Billed
Lead Management Workflow.
API for Email, SMS & Call.
API for WhatsApp Business.
Advanced Lead Distribution.
Escalation & Lead Transfer.
Role Based Access.
LIVE Customer Support.
LIVE Sales Reports.
ENTERPRISE PLAN
Cloud-Phone Integrated for Calls.
Dedicated Virtual Numbers.
Unlimited Outgoing & Incoming Calls.
100% Call Recording.
Business WhatsApp With 1000 Conversation Credits.
Advanced BI With Custom Templates at License Cost.
