Sharpsell for Insurance

Activate more sellers. Convert more leads into policies.

Sharpsell helps insurance teams activate the frontline, prioritise the right leads, prepare sellers for customer conversations and drive every next action from need discovery to policy issuance.

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Sharpsell

Priority lead

Kavya Iyer

Illustration shared

Why this lead matters

●Young parent

●Protection need established

●Term plan illustration shared

●Premium objection unresolved

●No response for four days

Address the premium objection and schedule the proposal-completion call today

Schedule call View brief

Customer brief, Kavya Iyer

Conversation story

Start with the protection gap. Explain why the recommended cover and riders fit her current life stage.

Likely objection

“The premium is higher than the plan I saw online.”

Approved response ready

Practise this conversation3 min

Personalised customer follow-through

Revised benefit illustration for

Kavya Iyer

Approved illustration and comparison, personalised for this customer

Revised illustrationShared

KYC documentsRequested

Follow-upTomorrow

Up next today

Sneha MenonIllustration due

Anil KumarBranch meet 3 PM

Meera JoshiRenewal in 7 days

Rohit NairCoaching today

Deepak MishraCallback 4 PM

Shield Brokers4 open cases

Home

Leads

Capture

Pitch

Learn

Proven impact on frontline activation and policy conversion

2X+

case rates for early-tenure sellers in their first 12 months

56%

more policies sold by agents using Sharpsell

prospecting visibility

3 crore insurance benefit illustrations created on the platform each year

Trusted across BFSI, auto, consumer goods, building materials and 7 other industries

2.2M+ sellers across India’s largest sales teams.

The execution problem

Leadership sets the strategy. What gets executed on the frontline is far less predictable.

The current stack

The information exists. The execution context does not.

The customer lead Every system holds a piece. None brings them together.

No existing system answers the complete execution question: Which seller or lead needs attention, what should happen in the next conversation, what must move next, and where should the manager intervene?

How Sharpsell works

Bring the complete customer and lead context together. Turn it into frontline action.

Sharpsell combines customer need, life stage, lead and policy journey, conversations, next steps, products, riders and business rules so every capability works from the same context.

Insurer and channel priorities

Customer need, life stage and coverage gap

Lead, proposal, requirement, issuance and policy status

Products, riders, illustrations, calculators and approved content

Customer questions, objections, commitments and next steps

Sharpsell execution intelligence

Governance, security, compliance and guardrails on every action

Frontline actionUpdated now

Meet Kavya Iyer

Why this lead matters

Protection need establishedTerm illustration sharedPremium objection unresolvedDocuments not started

Recommended action

Use the approved premium comparisonConfirm the rider choiceStart KYCSchedule the medical follow-up

Schedule call View customer brief Share revised illustration Record customer response

Agents doing the work

Customer Brief

Illustration and Pitch Assembly

Activity Cadence

AI Manager

AI agents

Give every insurance frontline an AI team that drives execution.

Every agent works from the same customer, lead, policy, conversation and business context. Deploy ready Sharpsell agents or build your own around each channel and journey.

20+ agents live

Build your own agents

Build agents for your products, channels, journeys and business rules, with the same governance and audit trail.

Medical follow-up KYC document chase Rider recommendation Early-tenure agent activation Policy revival

Execution models

Built for every insurance execution model.

Lead sources, seller roles, ownership, journeys and next actions change by execution model. Sharpsell configures each one on the same execution system.

Relevant agents

Agency manager viewLive view

Rohit Nair

Agent, 4 months in

Early tenure

Active days this week

AgentEarly tenure

Active days2/7

Warm leads3

Manager actionToday

Coaching: premium objectionAssigned

Banca opportunityLive view

Anil Kumar

Bank customer, recent home loan

Joint conversation

Relationship trigger

Home loan disbursed

Recommended cover

Term plan

TriggerHome loan

BranchIndiranagar

OwnerRM + partner

Follow-upTomorrow

Direct leadLive view

Sneha Menon

Website enquiry, protection

Respond in 12 min

Source

Website

Life stage

New parent

Product fit

Term plan

Website enquiryHigh intent

NeedProtection

SLA12 min

IllustrationDue

Telesales queueLive view

Deepak Mishra

Campaign record, consent on file

High propensity

Call attempts

CampaignProtection month

PropensityHigh

Attempts2

Callback4 PM

Partner viewLive view

Shield Insurance Brokers

Broker, multi-insurer

High potential

Your share of their businessLow

PotentialHigh

Current shareLow

Open cases4

RequirementPending

Group opportunity planLive view

Northwind Technologies

Employer, group health and term

8,500 lives

Decision group

HRFinanceProcurementBroker

Data

Underwrite

Proposal

Negotiate

Approve

Onboard

Stage 1 of 6: Data

Lives8,500

Renewal60 days

BrokerConfirmed

DataPending

Renewal viewLive view

Policy ending 7732

Term plan, Meera Joshi

Lapse risk: high

Due

In 7 days

Last contact

3 days ago

Payment

Auto-debit failed

Due7 days

Premium₹48,000

PromiseFriday

RiskHigh

Sharpsell One

Fast to go live. Faster to change.

Insurers launch products and riders, change campaigns, scripts, journeys, rules and requirements. With Sharpsell One, one team owns implementation and outcomes from requirement to adoption.

A business change today

A small change becomes a technology project.

Week

Hand-offs so far of 7

Seven hand-offs before the field sees the change. Every team owns a part of it, nobody owns the outcome.

Illustrative timeline

With Sharpsell One

New protection product and rider launch

90%

configured from admin

No IT queue No system integrator No release cycle

Business changes without a release

A new product, rider, field, stage, nudge or approval can be changed from admin, without waiting in an IT queue.

Product and engineering work from inside your business

Our teams work with your distribution, sales operations, product, persistency and IT teams.

Integrate faster. Change without rebuilding.

Convergence absorbs mappings, transformations and policies between your systems and Sharpsell.

What breaks across the frontline gets fixed in the product

We observe real usage after go-live, find what gets in the way of agent, partner and seller adoption, and keep solving until it works in practice.

Weeks to production, even at enterprise scale

5 weeks

Launched 17 products to 5 lakh users in multiple languages at LIC.

6 weeks

Migrated 30,000 users and 60 lakh leads from a legacy system at Bharti AXA.

Enterprise ready

Deploy on your existing stack or replace the frontline system.

Run Sharpsell on top of your CRM and lead systems, or make it the frontline system for sellers and managers. Sharpsell writes permitted updates back to the CRM or lead system, so it does not need to become a second source of truth. Deploy on a dedicated single tenant hosted in India, or within your own cloud environment, subject to your architecture, security and integration requirements.

Agent governance

Agents inherit role permissions. Control what each agent can read, which tools it can use, which fields it can change, which validations must pass and when a person must approve the action.

Security and compliance →

Integrates with

CRM and lead managementIllustration platformsPolicy administration and core insuranceUnderwritingKYCPaymentsMedical and verification systems

Enterprise-grade by default

MeitY empanelledSAML 2.0 and OAuth 2.0Role-based accessEncryption in transit and at restTenant segregationIndia hosting (AWS Mumbai, Hyderabad DR)Audit and observability

Frequently asked questions

Does Sharpsell replace our CRM or lead system?

Sharpsell can run on top of your CRM and lead systems, or replace selected frontline workflows used by sellers and managers, depending on what you need.

Can Sharpsell run in the insurer’s cloud?

Yes. Sharpsell can be deployed within the insurer’s cloud environment, subject to its architecture, security and integration requirements.

Can Sharpsell use customer, lead, proposal and policy data?

Yes, within what the insurer permits. Sharpsell uses this data through controlled integrations, with role-based access and a complete audit trail.

Can different insurance channels have different workflows?

Yes. Sharpsell configures the context, workflows, content and agents separately for agency, bancassurance, direct and direct marketing, brokers, group business and persistency.

Can we control product, rider, illustration, content and action recommendations?

Yes. Recommendations and actions follow insurer-defined rules, permissions and, where required, approvals.

Can we build agents for our own insurance processes?

Yes. You can build agents with the same shared context, governance and audit trail as Sharpsell’s ready agents.

Can managers understand what happened in customer conversations?

Yes. Sharpsell captures customer needs, objections, commitments, next actions and the points where a manager should intervene.

How quickly can a new product, rider, campaign, stage or rule go live?

Most business changes are configured from admin and go live without a release. Deeper product, migration or integration work is owned by the same Sharpsell team through launch and adoption.