Every renewal and follow-up, on time.
One voice note, in Hindi, Hinglish or English.
Your agency runs on WhatsApp follow-ups and renewals, and every missed one costs money. KlayPod's AI Agent reads your renewals and leads in Google Spreadsheets, tells you what is due, assigns it to the right agent and follows up till it's done.
- Google Spreadsheets
- Google Docs
- PDF reports
- Charts
- Reminders
“Renewals sheet ke base pe batao is mahine kitni policies renew honi hain aur kitni pending hain. Jo 7 din mein expire ho rahi hain, unke agents ko aaj hi call karne ka task do.”
- Due this month: 142 policies, ₹38.6 lakh premium
- Renewed: 81 · Pending: 61
- Expiring in 7 days: 23 clients
- Tasks sent to Ravi, Pooja, Imran and Sneha: call today
- Reminder to all four at 5 PM
From the owner to every agent, one WhatsApp number.
Each person asks in their own words, by voice or text. KlayPod answers from your Google Spreadsheets and Google Docs, sends back charts, PDF reports and Google Docs, and turns every follow-up into a task with an owner and a reminder.
Agency owner
Monthly business review, as a PDF
Pulls the month from your premium register and sends back a ready PDF report, with charts.
“Premium Register sheet se is mahine ka business review PDF bana do: new premium, renewals, lapse rate aur top 5 agents.”
- New premium: ₹22.4 lakh, up 12%
- Renewal rate: 87%
- Lapse rate: 4.1%, down from 5.6%
- Top agent: Ravi, ₹6.1 lakh
✓ 6 pages: summary, new business, renewals, lapses, agents, next month.
Sales manager
Every agent's follow-ups, tracked
Shows which agents are behind on follow-ups and nudges them, so no client is left waiting.
“Aaj kaunse agents ke follow-ups pending hain? Jinke 3 ya usse zyada overdue follow-ups hain, unko yaad dila do.”
27 follow-ups pending today, 10 overdue.
✓ Reminders sent to Pooja and Imran
Advisor / Agent
A client meeting becomes a lead and a reminder
Say what the client needs after the meeting. KlayPod adds the lead to your Google Spreadsheet and reminds you to send the quote.
“Abhi Mehta ji se mila, family floater 10 lakh ka chahiye, budget 25 hazaar. Leads sheet mein daal do aur Friday ko quote bhejne ka reminder lagao.”
Done ✅ Added to Leads 2026:
| Client | Need | Cover | Budget |
|---|---|---|---|
| Mehta family | Family floater | ₹10 L | ₹25,000 |
✓ Reminder set: send quote to Mehta family, Friday 11 AM
Claims desk
Claim status without the calls
Finds claims stuck for too long, shows why, and chases the missing documents.
“Claims tracker se batao kaunse claims 15 din se zyada pending hain aur kis wajah se. Sneha ko documents follow up karne ko bolo.”
4 claims pending for 15+ days:
| Client | Type | Days | Waiting for |
|---|---|---|---|
| Dr. Nair | Health | 24 | Discharge summary |
| Kapoor family | Health | 19 | Bills (original) |
| Singh Traders | Shop | 17 | Surveyor report |
| Bhatia ji | Motor | 16 | Repair invoice |
✓ Task sent to Sneha: collect 4 documents by Thursday
Relationship manager
Client policy review, as a Google Doc
Writes a full policy review for a family, with coverage gaps, as a Google Doc you can share.
“Sharma family ke liye policy review Google Doc bana do: saari policies, premiums, renewal dates aur coverage gaps.”
- 5 policies, ₹1.42 lakh premium a year
- Next renewal: Car, 12 Dec
- Gap: no critical illness cover
- Gap: term cover is 4x income, advise 10x
Operations & compliance
KYC and paperwork, chased for you
Checks pending KYC and documents against your checklist and gives each agent a deadline.
“Compliance checklist doc ke base pe batao kitne clients ka KYC pending hai, aur unke agents ko is hafte tak documents lene ka task do.”
11 clients have KYC pending:
| Agent | Clients | Oldest |
|---|---|---|
| Ravi | 4 | 21 days |
| Pooja | 3 | 14 days |
| Imran | 3 | 9 days |
| Sneha | 1 | 5 days |
✓ Tasks sent to all 4 agents: collect KYC by Saturday
Care for a demo?
We'd be happy to walk you through it with your team, in person or over a call, whichever works for you.