Use case · BFSI & Insurance
Audit trail. Assignment.
Accountability in ₹.
Branch managers, NBFC sales heads and wealth RMs run regulated sales with compliance pressure and agent-network complexity. Leadkaun grades every lead, stamps first-contact ownership, keeps a timestamped trail, and puts a ₹ figure on the premium about to slip, all the same day.
RM queue · today
call firstHighest-premium, highest-intent buyers on top, with first contact stamped the moment it happens.
Premium / disbursement
₹8k – ₹25L
Sales cycle
1 – 60 days
Where leads come from
PolicyBazaar · BankBazaar · DSA
01The platform, live
This is the actual sales console.
Not a video, the real product. Open a lead and every call, WhatsApp and status change is stamped on it, the trail an inspection or a payout dispute actually needs.
Lead3Priya Sharma
Sunrise RealtyWebsite formQualified
₹42L
Expected
Lead Score
Fit
33/40
Intent
22/30
Quality
26/30
Total 81/100 · Grade A needs Fit 65, Intent 60, Quality 60
Inquiry / Notes
Asked for pricing on WhatsApp
Lead imported and graded
on arrival
Details
Phone
+91 981000 100021
priya@sunriserealty.in
Source
Website form
Assigned to
Aditya Rane
Added
14 Apr
First contact
not yet
Score Evolution
Quick answer
How does Leadkaun help BFSI and insurance sales teams in India?
It grades every lead A–F on per-product ICP (term, health, motor, disbursement), builds an RM Priority Queue, and stamps first-contact ownership to settle attribution. Every contact is timestamp-logged and exportable for inspection prep, and renewals resurface with ₹ premium at risk before they lapse. It runs alongside your CRM and policy-admin system, not instead of them.
02Why regulated sales teams leak
Three patterns we see in every branch.
Compliance trail gaps at audit.
A rep saying “I called them last week” doesn't exist anywhere in the system. At renewal, claim, or an IRDAI inspection there's no timestamped record of what was promised on the call, and mis-selling complaints hinge on exactly that: who said what, and when. With DND and consent rules tightening, every contact needs to be logged, not remembered.
Same lead, two agents, one dispute.
Aggregator leads get assigned twice across product lines, the same buyer lands in a term agent's list and a health agent's list the same afternoon. When both claim the conversion, commission conflicts eat the month and poison morale. Without first-contact ownership, payout day is spent refereeing disputes.
Renewals slip unnoticed.
Policyholders due for renewal or cross-sell aren't flagged until after they've lapsed or bought elsewhere. Every lapsed policy is ₹8k–₹1L of premium walking out, and a lapsed customer is far harder to win back than to retain. Persistency bleeds exactly here, in quiet renewal slippage.
03Logged, not remembered
“I called them last week” isn't evidence.
Every call, WhatsApp and status change is timestamp-logged on the lead in three taps, so what was said and when sits one click from an export. It won't make you compliant on its own, that rests on your processes, but it turns inspection prep and mis-selling questions into a lookup instead of an argument.
Meera Iyer · lead #4821
ATermDiscussed ₹1Cr term cover · RM Aditya
Sent quote comparison · High intent
Owner: Aditya · disputes settled
04The whole platform, for BFSI
Eight modules. Every one tuned to regulated, multi-product sales.
Leadkaun isn't a lighter CRM, it's the lead-intelligence layer on top of your CRM and policy-admin system. Here's what each part does in a branch.
Lead Scoring
Graded A–F on per-product ICP, term, health, motor, disbursement, so a motor enquiry scores on motor criteria, not a generic checklist.
See how it worksPriority Queue
Each RM's day ranked so the highest-premium, highest-intent buyers get called first, not whoever pinged most recently.
See how it worksWhatsApp Tracking
Every call, WhatsApp and email timestamp-logged in 3 taps, the evidence a dispute or an inspection actually needs.
See how it worksMissed Opportunity Engine
Renewal and cross-sell dates resurface with ₹ premium at risk before the policy lapses, so retention is a queue item, not an afterthought.
See how it worksMorning Brief
Branch-manager brief each day: “12 Grade A leads untouched, ₹4L premium at risk today”, the whole branch sees it before 10 AM.
See how it worksIntake Intelligence
Check an aggregator export, valid phones, duplicates, before an agent burns a day on a dead file.
See how it worksScore Evolution
An append-only timeline of every score change per lead, so a grade movement traces to the event that caused it.
See how it worksRep Tracking
Per-RM ₹ premium written, Grade A response time, renewals saved, follow-ups kept, outcomes, not call-counts.
See how it works05One lead, one owner
Settle payout day with evidence, not argument.
The same aggregator buyer lands in a term list and a health list the same afternoon. Leadkaun stamps first-contact ownership the moment a lead is worked, with an optional assisted-credit split for DSA and bancassurance, so commission disputes are decided by a timestamp, not by who argues loudest.
06One score, tuned per product
A term lead and a motor renewal aren't scored the same.
Per-product ICP templates mean a motor enquiry is graded on motor criteria, not a generic checklist, so grades stay comparable across the branch while the signals that matter change by line.
Term Life
Income, age and cover-need drive fit. Fast, comparison-led decisions.
Health
Family size, pre-existing conditions and city tier shape the right plan.
Motor
Renewal-date driven, price-sensitive. Timing beats everything.
Life / Investment
ULIP and endowment, longer trust cycle. RM relationship weighs heaviest.
NBFC / Loans
Disbursement size, eligibility and urgency signal a serious borrower.
Wealth / HNI
Few leads, high value, each worth a senior RM's personal follow-up.
07From lead to persistency
See the book narrow, and where premium leaks.
Every lead is graded, so you can watch it move from aggregator list to issued policy to renewed, and see where Grade A/B premium is slipping between quoted and issued.
Policy funnel · illustrative
Lead grades
77 leads
Grade A and B are the premium to protect. The Missed Opportunity Engine flags renewals before they lapse.
08What a cold enquiry costs
Put a rupee figure on the premium you're missing.
Assumes ~6% of those cold-but-serious leads would have converted. Illustrative estimate to size the leak, not a promise of recovered revenue.
See this on your own leads
Leadkaun grades your real leads A to F the same day and prices what is going cold. Free forever on 1 user and 100 active leads.
Industry benchmark
3.7% penetration,
huge headroom.
India's insurance penetration sits at roughly 3.7% against a ~7% global average, with health premiums growing strongly in recent years.
Source · IRDAI / IBEFHeavy enquiry volume chases every agent, and buyers compare quotes instantly across aggregators. The first responder who follows up consistently usually wins the policy, while the rest of the funnel quietly lapses.
First responder
Usually wins the policy
Persistency
Renewal discipline compounds the book
Audit-ready
Trail decides mis-selling questions
Leadkaun is the lead-intelligence layer that grades, queues, and puts a ₹ figure on the premium your team is about to lose track of, alongside your CRM and policy-admin system, not instead of them.
09In their words
The dispute wasn't about effort. It was about who had the timestamp.
Before
Forty portal enquiries a day, and the one we called first was whoever had messaged most recently.
“We were never short of leads. We were short of an order to work them in. The first morning the queue told us to call a site visit from nine days ago before any of the fresh ones, and that settled an argument we had been having for two years.”
Mandar Deshpande
Director of Sales, Vaastavik Realty
Pune · Real estate
10FAQ
BFSI sales questions.
11BFSI by city
Localised pages for top BFSI markets.
City-level guides with local channel mix, premium bands, and the aggregators and DSA networks that convert in each market.
Keep reading
12Pricing
Flat per account, not per agent.
Add the whole branch and DSA desk without the bill climbing seat by seat. Priced by team size and active-lead volume, free forever tier, no card, ~17% off on annual.
Starter
₹2,999/month
Up to 10 users · 5,000 leads
Adds the Missed Opportunity Engine — the ₹ going cold, priced.
Start StarterGrowth
₹7,999/month
Up to 30 users · 25,000 leads
Adds rep tracking, AI Learning and advanced analytics.
Start GrowthEnterprise, more than 75 users
Unlimited users, workspaces and leads on dedicated infrastructure, with SSO, private cloud and a success manager.
Ready when you are
Grade, queue, and stamp every lead.
Import your aggregator and DSA leads. Leadkaun grades every one, ranks the RM's day, and keeps the timestamped trail, the same day you start.
Free ₹0 · no card · same-day setup · runs alongside your CRM