Improving Policy Follow-Ups and Lead Discipline for Insurance Advisors

SecureLife Insurance Advisors managed multiple agents handling policy enquiries, renewals, and client follow-ups across different locations. While leads were being captured, follow-up execution depended heavily on individual advisors.

Key operational challenges included:
• Policy follow-ups being marked “done” without confirmation of client interaction
• Lead ageing not visible until conversion was already lost
• Advisors prioritizing new leads over renewals and pending follow-ups
• Managers relying on verbal updates to understand pipeline health

As a result, policy renewals were missed, lead drop-offs increased, and management had limited confidence in reported sales activity.

Karyalay was implemented to enforce follow-up discipline inside the CRM. Every enquiry, renewal, and callback was converted into a structured task with defined timelines and ownership.

GPS-based attendance and activity logging ensured that follow-ups were linked to actual advisor activity, not just CRM status changes. Advisors updated outcomes directly after client interactions, creating a reliable engagement trail.

Management dashboards and follow-up reports highlighted overdue tasks, ageing leads, and advisor-wise performance—allowing proactive intervention before opportunities were lost.

📌 Structured follow-up discipline across insurance advisors
⏱️ Reduced lead and renewal leakage due to missed callbacks
📊 Clear visibility into lead ageing and pending follow-ups
👥 Better performance monitoring of individual advisors
🤝 Improved policy renewal rates with timely client engagement
🚀 Higher pipeline reliability for management decision-making