TurtlemintPro - Sell Insurance

Start and grow your online business by selling insurance through TurtlemintPro.

Looking for the right technology partner for your Financial Advisory Business? TurtlemintPro works as the best insurance app and could be the answer to your needs! It is a one-stop solution that could do wonders for your insurance business.

From a large bouquet of insurance products across multiple insurers to customised bundles of Mutual Funds that could be offered to your customers based on their needs/requirements; there is a lot more that TurtlemintPro has to offer! It provides a personalised dashboard that provides an MIS of all your leads, the commission earned, etc. for you to track your growing insurance business

So, if you are thinking of growing your network to help you to build your career in insurance, TurtlemintPro could help you manage all your leads. In fact, you can track your progress across multiple insurers and scale up your insurance business as well.

There is a specialised section called the Turtlemint Academy section on the app which provides free training and PoSP (Point of Sale Person) certification for both life as well as general insurance.

To assist you with your growth and support your learning, it has a variety of product-related as well as sales-related courses for different levels of learners. You can choose to complete it at your own pace and build your career in insurance.

Specialised Sales Features of the TurtlemintPro app:

- Obtain quotes from multiple insurers in motor, health, and life for every customer

- Share quotes, reminders and documents with your customers

- Issue insurance policies online instantly without lengthy paperwork

- Follow up on your prospective leads & renewals online and proactively track your insurance business.

- Share lead generation forms, posters and videos with your customers to increase sales

- A personalised dashboard with a complete snapshot of your financial performance, insurance commission earned, etc.

Turtlemint Academy - Free training courses platform

- Training courses to upskill and increase earnings as a financial or an insurance advisor

- Product-related training from multiple insurers

- Masterclasses from celebrities and veterans across various industries to scale your insurance business

- Live webinars from industry experts

- Sales motivation and soft skills training

- Daily news related to insurance and investment

With over 45+ insurance partners, TurtlemintPro is one of the leading apps for the insurance advisor community in India.

With the TurtlemintPro App, you have the advantage of:

- Start your insurance business right from scratch without prior knowledge.

- It provides you with backward as well as forward integration wherein you have products from multiple insurers to sell to your clients.

- The entire service aspect is handheld by the backend team without you having to worry about it.

- The Turtlemint Academy integration within the app provides you with a learning platform to scale your business as an insurance advisor and also helps you with the certifications needed for the same.

- A personalised dashboard to track your business and manage the leads effectively.

TurtlemintPro provides a whole lot of services from registration to onboarding other than online PoSP training. There is no pre-requisite of prior insurance knowledge to build your career in insurance as a PoSP.

As a certified PoSP, you have a license to sell life insurance, health insurance, and motor insurance policies. With TurtlemintPro, there is no worry about the protection of your personal information and data. We ensure 100% safety and data protection for you and your clients and help you scale your insurance business.

So what are you waiting for?

Download TurtlemintPro which is specially designed to cater to your needs as an insurance advisor to get started right away! The world of unlimited income is awaiting you!

On downloading the app, you trust that the brand will support your business.

What's New in the Latest Version 7.23.0

Last updated on Jun 10, 2024

With this version of Turtlemint Pro app, we’ve made significant improvements to enhance app experience and introduce a more intuitive user interface. We have also fixed various bugs to ensure a smoother, more reliable experience. Happy Selling !!

Overview

TurtlemintPro is a comprehensive mobile platform designed to empower insurance sales professionals with cutting-edge technology and unparalleled support. It streamlines the insurance selling process, enabling agents to efficiently acquire and service customers, maximize productivity, and grow their business.

Features and Benefits

* Comprehensive Product Portfolio: TurtlemintPro offers a wide range of insurance products from leading insurers, catering to various customer needs. Agents can access and compare policies from multiple providers, ensuring they offer the best options to their clients.

* Instant Quoting and Issuance: The platform enables agents to generate instant quotes and issue policies seamlessly. With integrated underwriting capabilities, agents can complete the entire sales process in minutes, saving time and effort.

* Customer Relationship Management (CRM): TurtlemintPro provides robust CRM functionality, allowing agents to manage their customer relationships effectively. They can track interactions, set reminders, and nurture leads to build strong relationships and drive sales.

* Automated Workflow: The platform automates repetitive tasks such as policy issuance, renewal reminders, and claims processing. This frees up agents' time, allowing them to focus on high-value activities like customer acquisition and relationship building.

* Training and Support: TurtlemintPro offers extensive training and support to help agents succeed. Through online courses, webinars, and dedicated support teams, agents can stay updated on industry trends, best practices, and product knowledge.

Advantages for Insurance Sales Professionals

* Increased Productivity: By automating tasks and providing instant quoting capabilities, TurtlemintPro helps agents close deals faster and increase their productivity.

* Enhanced Customer Experience: The platform's seamless quoting and issuance process ensures a positive customer experience, building trust and loyalty.

* Access to a Wide Product Portfolio: Agents can offer a comprehensive range of insurance products, enabling them to meet the diverse needs of their clients.

* Improved Compliance: TurtlemintPro provides guidance and tools to help agents comply with industry regulations, ensuring ethical and professional practices.

* Business Growth: The platform's advanced features and support empower agents to expand their business, acquire new customers, and build long-term relationships.

Conclusion

TurtlemintPro is an indispensable tool for insurance sales professionals seeking to streamline their operations, enhance customer service, and grow their business. Its comprehensive product portfolio, instant quoting capabilities, CRM functionality, automated workflow, and extensive support make it the ultimate platform for success in the insurance industry.