Three numbers on WhatsApp decide whether you are still in it.

1. A first reply carrying the indicative numbers

   A short message giving the range on rate, tenure and processing charge as your principal permits, sent while the customer is still comparing.

   Result: You stay on her list past the first hour.

2. Qualifying questions written for each product

   Income proof and existing obligations for a loan, age and medical history for health cover, asked in the order that decides the case.

   Result: You stop working files that cannot pass.

3. One log for calls, missed calls and WhatsApp

   Every enquiry in a single list with the product, the source and who replied, including the ones arriving while you had a walk-in.

   Result: An enquiry stops depending on who was free.

4. A document chase with dates on it

   A reminder schedule for the papers a customer promised, running through the week instead of stopping after one message.

   Result: Agreed cases turn into logged-in files.

5. Source tagged down to the sub-agent

   Each enquiry marked with the branch, sub-agent, DSA or referrer it came from, recorded at the first contact rather than later.

   Result: You can see which source actually produces files.

6. Reporting by product line every month

   Enquiries, proposals, logins and issued policies split by product, set against the figures taken before any of this was in place.

   Result: You know which line is worth your time.

1. 01 · Day 1

   Free audit call

   45 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.

2. 02 · Within a few working days

   Written, scored report

   Six areas scored, fixes ranked by return and cost. If you want our help, the scope and fee come with it, in writing.

3. 03 · Before work starts

   Baseline recorded

   Enquiries by source, reply time, conversion and cost per order, written down so every later month has an honest comparison.

4. 04 · Month 1

   The first fix goes live

   Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.

5. 05 · Every month

   Report against the baseline

   What moved, what did not, and what changes next, in plain words.

6. 06 · Month 3 to 6

   Renew on the numbers

   The term ends and you decide whether to continue from the results. No twelve-month lock.

• Marketing and sales, as one job

  Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

• The person on the first call does the work

  No account managers in between. You are never handed to someone you have not met.

• A baseline before anything starts

  Your numbers are written down on day one, so every monthly report compares against something honest.

• The fee in writing, split three ways

  Our time, your media spend and production on separate lines. You always see what goes to us.

• No lock-in, no guarantees we cannot keep

  Three to six months at a time. We never promise a ranking or a lead count, because nobody controls those.

• One office, and we say so

  Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.