A 5-Stage Enquiry-to-Policy Pipeline
From the first enquiry to a policy that is issued, a clear process helps Advisors respond quickly, remember every conversation and not lose track of a customer.
Enquiry Intake
Enquiries arrive through Distroo's website, campaigns and referrals, along with the customer's contact details and the type of cover they asked about.
Allocation to an Advisor
Enquiries are shared with an Advisor, keeping in mind the customer's city, language and the product they need.
Pipeline Tracking
Track each prospect's stage, such as new, contacted, proposal shared, medical underwriting and payment complete.
Timely Follow-Up
Plan follow-up calls, messages and meeting links in time, before the customer's interest cools.
Policy Issued & Renewal Tracking
Once the insurer issues the policy, the customer moves into renewal and servicing tracking.
Respond Quickly. Remember Everything.
Every enquiry should get a prompt, respectful reply. A clear process helps Advisors do that.
Spend your time on conversations, not on lists.
Advisors often lose time on scattered notes, missed follow-ups and unclear next steps. The Growth Desk helps you organise enquiries and prospects in one place so that you can focus on helping customers.
Key Advantages
- Customer Consent for Contact
- Matched by City and Language
- Follow-Up Reminders
- Simple Stage Tracking
From intake and allocation to tracking, follow-up and renewal, every stage has a clear owner and a next step.
Respond to Enquiries in Your Area
Get matched with customers who asked for help with health, life, motor or SME insurance in your city.
Organise Your Pipeline
See how Growth Desk tools help you track prospects, plan follow-ups and keep notes in one place.
How Enquiries Are Handled
How an enquiry is checked, matched with an Advisor and followed up, from first interest to policy issuance.
Customer Consent
Customers share their details voluntarily and agree to be contacted by a Distroo Advisor.
Contact Details Check
Mobile number and email are checked so that Advisors can reach the customer.
Clear Need
The customer indicates the line of cover (Health, Life, Motor or SME) and their requirement.
City or Region
Enquiries are matched with Advisors in or near the customer's location where possible.
Basic Profile
Family size, age group and expected purchase timeline are noted where the customer shares them.
Advisor Alert
The Advisor is notified of a new enquiry, so that the customer is not kept waiting.
Needs Discovery Call
A first conversation to understand the customer's situation before recommending anything.
Options Summary
A simple comparison of suitable options from partner insurers, shared with the customer.
Underwriting Support
Help with disclosures and medical requirements the insurer may ask for.
Proposal & Policy Issuance
The customer pays the insurer through its official channel, and the insurer issues the policy.
Appointments and verification are governed by the applicable IRDAI regulations.
Where do enquiries come from?
Channels:
Website Enquiries
People who search for guidance on health, term or motor cover and ask for help.
Employees Leaving Group Cover
People changing jobs who want personal health cover.
Wealth Clients
Families who want to add protection to their financial plan.
Small Businesses
Owners looking for group health, property and liability cover.
Lead Support for Different Stages of Growth
Whether you want regular retail enquiries or business accounts, choose the kind of support that fits your practice.
Retail Health & Term
Enquiries from local families who want health and term insurance guidance.
- Enquiries shared on a regular basis, subject to availability
- Basic family profile and budget where shared
- Message templates for sharing options
SME & Business Risk
Enquiries from small manufacturers, startups and traders.
- Group health, property and liability opportunities
- Business profile gathered at first contact
- Senior colleague support on larger cases
Renewals & Existing Clients
Reminders to re-engage clients whose policies are due and to review gaps in cover.
- Reminders ahead of policy expiry
- Gap review across Life, Health, Motor and SME
- Bonus and continuity reminders
Grow your advisory practice with the Distroo ecosystem
Training, tools, sales support, claims and renewal support, working together so that you can focus on your customers.
Frequently Asked Questions on Lead Management
Understand how enquiries are handled and tracked in the Distroo ecosystem.