A lead and renewal CRM for insurance agents
Insurance is sold on trust and timing. A prospect who asks about a health or term plan today may decide in a month, and only if you are still in touch. OakDeal answers their first message on WhatsApp in seconds, collects age, family size, existing cover and budget, and passes a ready brief to you or your team. Follow-ups run on schedule, so every proposal gets a nudge and every lead keeps moving.
Where insurance agents and advisors leads come from
OakDeal keeps every lead in one place, tagged with its source, so you can see which channel brings buyers.
- Facebook and Instagram ads
- Click-to-WhatsApp ads
- Referrals from existing clients
- Website forms
- Phone calls
- Events and societies
What goes wrong without a system
Too many leads, too few calls
Agents call every lead the same way and spend hours on people who are not ready.
Proposals that stall
You send a quote and the prospect says they will discuss it at home.
Forgetting to follow up
Your follow-up list lives in a diary or your head.
No record when a sub-agent leaves
Leads and conversations go with them.
How OakDeal works for insurance agents and advisors
- 1
Every lead lands in one inbox
WhatsApp chats, website enquiries and direct leads such as calls and walk-ins, each tagged with its source.
- 2
AI replies in seconds
From your own facts only, in the languages you choose, at any hour.
- 3
Leads are scored with a reason
Hot, Warm or Cold from what actually happened, so your team calls the right people first.
- 4
A person takes over at the right time
When the lead asks for a human, wants to book, or the AI is not sure. One tap to take over.
Facts to give the AI
Write these once. The AI answers only from them and hands anything else to your team.
- Types of policies and insurers you work with
- Typical premium ranges
- Documents needed
- Claims help you provide
- Your licence details
- Never promise claim approval or returns
A follow-up plan that runs itself
Follow-ups go out within business hours and stop when the lead replies, buys or opts out.
- Same dayAsk for missing details for a quote
- 2 days after quoteAnswer questions, compare plans
- WeeklyGentle check-in until decided
- Before renewalRenewal reminder conversation
Questions from insurance agents and advisors
Is OakDeal suitable for a single insurance agent?
Yes. One person can run it from a phone. As you add sub-agents, leads can be shared out in turn and each person sees their own list.
Can the AI recommend a policy?
No. It explains general information you provide and collects details. The recommendation and the quote come from you, the licensed advisor.
Can I import my existing client list?
Yes. Upload a CSV, and OakDeal checks for duplicates before adding them.
Also built for
Loan agents and financial advisors
OakDeal answers home loan, personal loan and investment enquiries on WhatsApp in seconds, collects eligibility basics and follows up on documents until disbursal.
Finance and autoCar and bike dealerships
OakDeal answers car and bike enquiries on WhatsApp in seconds, shares variants, prices and offers, books test drives and follows up until the sale, for new and used dealers.
Property and homeReal estate
Answer property enquiries from portals, ads and WhatsApp in seconds. OakDeal qualifies buyers by budget and location, books site visits and follows up.
See all industries · Read our guides on WhatsApp sales and lead follow-up