Insurance Agent Recruitment Software

About this app

For the development officer whose job is recruiting insurance advisors. Every lead — from an Excel list, a Google Sheet, Facebook and Instagram lead ads, a WhatsApp message, your own career page, an agent's referral link or your website — lands in one place, is checked against the numbers you already have, given to the right person and put on today's call list. Today is the daily driver: everyone who needs you by tonight, in order — overdue first, then new leads, replies and documents to check. One tap to call, one tap to WhatsApp, one tap to log what happened; the next follow-up is set for you. Three unanswered calls hand over to WhatsApp, and a reply brings the person straight back to the top. WhatsApp works through Meta's official Cloud API on your own business number: a ready library of recruitment messages in English, Hindi and Tamil to submit for approval, drip campaigns for each stage that stop the moment someone replies, broadcasts with sending hours and a daily limit, an inbox that respects WhatsApp's 24-hour rule, read ticks, and STOP opt-outs that are always honoured. Each candidate is walked through the real recruitment steps — interested, application form, KYC documents (checklist with uploads), submission, training hours, the licensing exam with retries, and the licence and agency code — on a pipeline board. Reports show which source and which ad campaign brings licensed advisors and at what cost, against monthly targets; licensed advisors export to your onboarding. Recruiters see only their own candidates, and agents who refer people get a simple page on their phone. Your name, logo and colours are on every screen.

Why buyers pick it

Everything included 23

1. Today listoverdue, new leads, replies, reviews and meetings, with one-tap call, WhatsApp, outcome and snooze
2. Call outcomes that set the next follow-up (no answer, busy, switched off, call back, meeting, asking family, interested, not interested)
3. Hard-to-reach rulethree unanswered calls start a WhatsApp follow-up
4. Recruitment stagesnew, interested, form pending, form received, KYC pending, KYC received, submitted, training, exam, licensed, on hold, not interested — renameable, with follow-up timing per stage
5. Pipeline board with drag-and-drop on a computer and stage tabs on a phone
6. Candidate profiletimeline, notes, temperature, eligibility check, KYC checklist with file uploads, licensing exam attempts and results, application, fees, training hours, licence and agency code
7. Excel / CSV import with column matching and duplicate handling
8. Google Sheets sync every 15 minutes (new rows only)
9. Facebook and Instagram lead ads by webhook and by a 15-minute fetch
10. Career page with apply form, bot protection, consent and campaign tracking
11. Agent referrer phone portal with a personal referral link
12. Leads API with a per-instance key
13. WhatsApp Cloud APIinbox, 24-hour rule, delivery and read status, STOP opt-out
14. Recruitment message library in English, Hindi and Tamil; submit to Meta and sync approvals
15. Drip campaigns per stage, stop on reply, re-engage when a drip ends unanswered
16. Broadcasts with filters, sending hours and a daily limit
17. Exam reminders the day before
18. Reports: funnel, sources, ad campaigns with cost per licensed advisor, team, drop-out reasons, WhatsApp, 6-month trend; CSV export
19. Monthly targets for the team and each recruiter
20. Licensed agents list and export for onboarding
21. Roles: Development Officer, team lead, recruiter (own candidates only), agent referrer
22. Candidate data download and erasure on request
23. Your own name, logo, colours and web address

What you get

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