Built for automobile dealerships
Turn Insurance Renewals Into a Revenue Engine.
The smarter CRM to manage every lead, follow-up and renewal.
Insurance renewals are a goldmine. Most dealerships are leaving it on the table.
The customers, the data and the renewal dates are yours. What is missing is a system that organises the work, runs the follow-ups and shows what is happening.
Renewals slip through the cracks
No central tracker. Dates live in binder files, WhatsApp chats and one person's memory.
No one owns the follow-up
Telecallers juggle personal logs and group chats. Days pass before someone picks up a lead.
Customers are hard to reach
Buyers renew with a bank or a broker because nobody called, or nobody called at the right time.
The work is invisible
Management cannot see what happened on a lead, who acted, or where follow-ups stalled.
And the renewal list already sits in your dealership. It is just not working for you.
Six jobs your renewal desk needs done. One system.
Every step of the renewal journey, in one connected platform.
Lead import, done once
Import renewals by CSV or Excel, or add a lead manually. Everything lands in a central CRM.
A prioritised queue
Telecallers work leads by priority score, not by memory.
Automated WhatsApp qualification
Approved templates with configurable reminders; follow-ups pause automatically on reply.
Customer self-scheduling
Customers pick a callback slot based on your working hours, days and holidays.
Discount approvals
Role-based limits with request, approve or reject and a recorded reason.
AI call intelligence
Recording, transcript, sentiment, intent, objection analysis and an AI call score with coaching.
Every module configured around your dealership - roles, limits, calendar and reminders cadence.
Built to be measured, not just used.
>80%
average dealership retention when renewals run on a structured workflow
24h
WhatsApp reminders cadence scheduler - reminders pause the moment a customer replies
100%
of discount decisions made through role-based workflows
0
expiry windows left to memory or missed by accident
One connected flow, from import to recorded outcome.
Seven stages - the flow auto-plays; hover to pause it, or click through each stage yourself.
Stage 01 of 07 · Continuous Renewal Workflow
Lead Ingestion
Stage preview
RENEWALS_2026.csv
312 rows · drop to import · or add manually
Lead Ingestion
Upload a CSV or Excel renewal list once - or type a lead in - and the CRM deduplicates, attaches vehicle and policy details, and tags the source of every row. Nothing is re-typed twice.
Your telecallers stop guessing. The system hands them the next best action.
Insurance Khareedo does the remembering. Your team focuses on the call that matters, right now.
No more sticky notes
Every lead, call, outcome and follow-up logged automatically.
Callbacks that surface on time
Due calls, scheduled callbacks and follow-ups appear in the queue and on a personal calendar.
Context before every call
The full WhatsApp conversation and CRM history are visible before the telecaller dials.
New leads
Fire & special - expires 22 Sep
Comprehensive - expires 27 Sep
Two wheeler - expires 30 Sep
Callback / follow-up
Callback booked 4:00 PM - Kapoor Hyundai
Follow-up due - asked for quote
Outcome recorded
Renewed - confirmation sent
Lost - reason: price
Automated Whatsapp-Based Lead Qualification
Approved templates, configurable reminders and customer-selected callbacks - all logged back on the lead.
Approved templates & reminders cadence
Set the reminder frequency and timing to match your renewal process.
Customers book their callback
Slots follow your working hours, working days and holidays.
Stops when they reply
Automated follow-ups pause on reply so the conversation moves to the right stage.
Insurance Khareedo
Renewal reminders · approved template
Pick a time for our renewal team to call you:
One system. Each role opens exactly what they need.
Tap a role to see the view that person opens every morning - with the numbers and the next actions.
Dealer Principal view
sample dataTotal premium
₹2.84 Cr
Retention
72.6%
Conversion
69.1%
Revenue, retention, conversion, pipeline and lost-lead reasons - one business view.
Lead Lost Analysis
129
lost leads
- Customer Booked Elsewhere 44%
- Customer Sold Vehicle 28%
- Customer Not Interested 16%
- Customer Unreachable / No Response 12%
Short videos about the renewal problems every dealership recognises.
Five short, humorous videos - each one a different renewal problem caused by Pappu. Flip the card under each video to see how Insurance Khareedo fixes the underlying chaos. The full collection lives in the resource library.
Ready to Grow Your Renewal Business?
Turn more renewal opportunities into completed policies.
Bring your entire renewal operation into one smarter system. Automate follow-ups, prioritise the right leads, empower your telecallers and track every step from lead to policy.
Insurance Khareedo is brought to you by Digital Vridhi.
Teams running renewals on one connected system.
Early words from dealership teams who moved their renewal desk onto Insurance Khareedo.
“InsuranceKhareedo gives me a much clearer view of what is happening with our renewal business. I can see the team's activity, pending follow-ups and where leads are getting lost.”
Rajinder Singh
Dealer Principal, Automobile Dealership
“Earlier, managing follow-ups across the team was difficult. InsuranceKhareedo brings everything into one place and makes it much easier to track performance and customer conversations.”
Meena Pillai
Insurance Head, Automobile Dealership
“I know exactly which leads I need to work on and what follow-up is due next. The reminders and organised workflow make my day much easier.”
Suraj Malhotra
Telecaller, Automobile Dealership