Insurance brokers and agents

Never miss a renewal and keep every lead moving.

BookKaro builds administrative flows for lead qualification, renewal reminders, document checklists and agent alerts. A licensed agent reviews anything that matters.

6 workflows for this business

Pick one to start. We build it, test it and hand it over.

CRMPolicy expiry recordsSecure forms

Workflows we build for insurance brokers

Each one is a connected flow, not a standalone message. Band shows the indicative setup range.

  1. 01

    Lead qualification

    Captures product interest and routes to the right agent.

    Band B
  2. 02

    Renewal reminders

    Uses verified expiry dates to help prevent accidental lapses.

    Band B
  3. 03

    Document checklist

    Sends secure links and tracks missing items.

    Band B
  4. 04

    Claim-status relay

    Passes on verified insurer status. No approval promises.

    Band B
  5. 05

    Agent escalation alerts

    Flags unattended requests for accountability.

    Band A
  6. 06

    Approved-quote follow-up

    Sends consented reminders to keep interested leads active.

    Band A

Indicative pricing: setup and monthly support

Indicative one-time setup ranges plus optional monthly support, quoted after the free audit. WhatsApp platform, hosting and AI usage fees are charged by those providers. Bundled steps are priced together, not one by one.

Band A

Rs 10,000 to Rs 20,000

+ Rs 2,000 to Rs 4,000 per month optional support

A small, single-purpose workflow with clear rules.

Band B

Rs 20,000 to Rs 40,000

+ Rs 3,000 to Rs 7,000 per month optional support

A connected workflow across a few apps (calendar, CRM, payments).

Band C

Rs 40,000 to Rs 75,000+

+ Rs 5,000 to Rs 12,000+ per month optional support

A larger document or multi-team workflow with review steps.

Highlighted bands are the ones used on this page. Administrative use only, with a licensed agent reviewing advice and quotes.

Good to know

Consent first

WhatsApp messages go only to people who opted in, through the official WhatsApp Business platform, with approved templates outside the 24-hour window, easy opt-out and a human to take over. Meta opt-in guidance

No promised results

We agree what to measure in a pilot and report it. We do not guarantee sales or bookings. What can be built depends on your tools, plans and data.

Do you give insurance advice?

No. Flows are administrative and an agent handles advice.

Can you promise claim outcomes?

No.

Start with a free 30-minute audit.

We look at one process, check what your tools allow and tell you honestly what is worth automating.

Book a free audit
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