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  1. JustSell
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  3. Insurance Agencies

JustSell for insurance

Keep every policy lead and renewal on track

See how teams in insurance use JustSell: leads reach the right advisor, renewals are never forgotten, and every quote and invoice is clear and GST-ready.

Talk to usSee how it works
  • 50,000rows in one lead import
  • 0–100score on every lead
  • 7ready-made roles
  • 450+features in one workspace

Why it matters

Why insurance agenciesneed one system.

Insurance sales depend on speed and memory. Leads arrive from websites, partners, calls and referrals, and the first advisor to respond usually wins. Then comes the longer job: following up on quotes, and remembering each renewal date before a policy lapses. Clients hold more than one policy, and notes live in personal phones. Without one system, leads cool, renewals slip and managers cannot see who followed up.

Challenges, answered

Where sales slip,and how JustSell holds them.

Common ways insurance agencies lose a sale, each matched to what JustSell does about it today.

  • The problemLeads come from many channels at once
    With JustSellWebsite forms, Custom Forms, chat, imports and any portal or tool that can send a webhook feed one lead list.
  • The problemAdvisors respond at different speeds
    With JustSellA response-time rule warns the advisor and alerts the manager. Auto-assignment shares leads equally, by percentage or with a daily cap.
  • The problemRenewal dates are tracked in notebooks
    With JustSellSet a task with a priority and due date for each renewal. The month calendar and the daily worklist keep it in view.
  • The problemQuotes go out and nobody chases them
    With JustSellThe deal board shows each deal's value and win %, adds up a weighted forecast, and the worklist flags who to call now.
  • The problemTelecallers need a fast way to work old lists
    With JustSellPipelines turn any list or sheet into a calling drive shared fairly, with pipeline reports on worked %, success rate and per caller.
  • The problemClient details need care
    With JustSellMask emails and phone numbers, set roles by manager, and keep an audit log. GDPR export and erase are built in.

What you use every day

What your teamuses every day.

  • Lead capture from any source

    Forms, chat, webhooks, scheduled pull, CSV or Excel import and pasted rows all create leads in one list.

  • Rules for who gets which lead

    Share by source: equally, by percentage, fewest open leads or a daily cap. The Rotation log records every hand-off.

  • Call and WhatsApp in one tap

    Advisors call or message from their own phone. Each attempt is logged on the lead, and Call Manager shows every call started from JustSell.

  • Scores and suggested next steps

    Every lead has a 0–100 score and a suggested next step, so advisors know where to start.

  • Deal board with forecast

    A column per status with deal value and win %, added up into a weighted forecast for managers.

  • Quotes and invoices with GST

    Add catalogue items with CGST, SGST or IGST and HSN/SAC codes. Clients accept online, and one click makes the invoice.

How it runs

Moments that matter,handled the same way every time.

  • When a new policy lead comes in

    1. The lead is created and assigned by your source rules.
    2. The advisor sees the score and a suggested next step.
    3. They call or message in one tap and it is logged.

  • When a renewal is coming up

    1. The advisor adds a task with a due date and priority.
    2. It appears on the calendar and the daily worklist.
    3. A journey can email the client, with opted-out people left out.

  • When a client asks for a quote

    1. Send a GST quotation from your catalogue.
    2. The client accepts, asks for changes or declines online.
    3. On acceptance, one click makes the invoice.

Built for

Built forinsurance agencies of every size.

  • Life insurance advisors
  • Health insurance
  • Motor insurance
  • General insurance
  • Corporate and group cover
  • Renewal desks
  • Brokerages
  • Telecalling teams

What changes

  • Leads reach advisors faster
  • Renewals stay visible
  • Follow-ups with proof
  • Fair lead sharing
  • Clear pipeline forecast
  • Managers see calls by rep

FAQ

Straight answersfor insurance agencies.

  • Does JustSell connect to insurance portals?

    JustSell does not have named portal integrations. It can take leads from any portal or tool that can send a webhook, and you can import sheets of up to 50,000 rows.

  • Can it automatically renew policies?

    No. JustSell does not manage policies. You can set tasks with due dates and run email journeys so each renewal stays in front of your team.

  • Does JustSell record calls?

    JustSell does not record calls. Calls are logged on the lead, and Call Manager shows every call started from JustSell. There is no auto-dialer.

  • Is it accounting software?

    No. It handles GST on quotes and invoices but does not file returns or generate IRNs. Your books stay with your accountant's tools.

Keep every renewal close

Leave your details and the JustSell team will set up your workspace with you, website and forms included.

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