Never miss a renewal. Follow up with every lead.
RevenuePilot keeps every policy renewal date, lead and follow-up in one place, reminds you before each renewal is due, and gives you ready WhatsApp messages in English, Tamil and Hindi.
No card needed · Import your Excel client list in minutes · Export your data anytime
Upcoming renewals
Sample dataDue today
4
Overdue
1
Next 30 days
18
- Lakshmi N.Family Health Optima6 days
- Mohammed I.Car Comprehensive2 days overdue
- Priya V.Term Plan 1 Cr24 days
- Suresh B.SIP annual review13 days
Renewals live in diaries, Excel and WhatsApp chats
When the book grows past a few hundred clients, it becomes hard to see what is due this month, who was called last week and which lead went quiet. A missed renewal reminder can mean a lapsed policy for your client and a lost renewal commission for you.
Scattered records
Policy dates in one sheet, leads in another, conversations in WhatsApp — nothing tells you what to do today.
Forgotten follow-ups
Interested prospects go cold because nobody set a reminder after the first call.
No team visibility
When staff handle calls, you cannot see who contacted whom, or what was promised.
How it works
1. Import your clients
Upload your existing Excel/CSV of clients and policies. Duplicates are detected; nothing is overwritten.
2. Get reminder tasks
RevenuePilot creates a follow-up task 30, 15, 7 and 1 day before each renewal (your choice of days) — and flags anything overdue.
3. Contact and record
Open a pre-filled WhatsApp message in one click, call, then log the outcome. Mark renewed when the client has paid.
Everything an advisory practice needs — nothing it doesn't
Renewal calendar
Policies, SIP reviews, FD maturities and AMCs in one list: overdue, next 7/30/60/90 days, with premium totals.
Automatic reminders
One open reminder per renewal that escalates as the date approaches. No duplicate tasks, ever.
Lead pipeline
New → Contacted → Qualified → Proposal → Won/Lost, with sources, expected value and next follow-up dates.
WhatsApp templates in 3 languages
English, Tamil and Hindi templates that fill in name, policy, date and premium. Edit freely.
Dashboard that adds up
Follow-ups due, renewals coming, leads won and conversion — calculated from your actual records.
Consent & opt-out tracking
Record WhatsApp consent, honour opt-outs, and keep a full activity history for every client.
Private by design
Each business's data is isolated. Encrypted connections, audit logs and CSV export whenever you want.
Optional WhatsApp Business API
Send approved templates from your own business number with delivery status (Professional and Agency).
Team ready
Invite staff with roles, assign leads and renewals, and see who did what.
Simple annual pricing
All plans include every core feature. Prices are per year, plus 18% GST. No auto-debit — you renew when you choose.
Starter
For an individual advisor
₹24,999/year
≈ ₹2,083/month, billed yearly, + GST
- 1 user
- Up to 1,500 leads + customers
- Renewal calendar with automatic reminder tasks
- Follow-up tasks, pipeline and dashboard
- WhatsApp templates (English, Tamil, Hindi) with one-click open
- CSV import and export
Professional
Most chosen for teamsFor a growing practice with staff
₹49,999/year
≈ ₹4,167/month, billed yearly, + GST
- Up to 5 users with roles
- Up to 7,500 leads + customers
- Everything in Starter
- Lead assignment and team task view
- WhatsApp Business Cloud API sending (your own Meta account)
Agency
For agencies and multi-branch teams
₹99,999/year
≈ ₹8,333/month, billed yearly, + GST
- Up to 15 users
- Up to 30,000 leads + customers
- Up to 5 separate workspaces (branches or client businesses)
- Everything in Professional
- Priority onboarding support
Founding customer offer — first 25 businesses
- • We import your existing client and policy list for you (you share the Excel file; we clean and upload it).
- • A 30-minute setup call for you and your staff.
- • Your first-year price is locked for your second year as well.
- • Direct WhatsApp support from the founding team.
Same listed prices — no hidden fees. Offer details are confirmed in writing before payment.
Frequently asked questions
Does RevenuePilot send WhatsApp messages automatically?+
Not by default. In manual mode it opens your own WhatsApp with the message ready and you press Send — RevenuePilot never pretends a message was delivered. On Professional and Agency plans you can connect the official WhatsApp Business Platform with your own Meta account to send approved templates from RevenuePilot and see delivery status. Meta's messaging charges are billed by Meta to you.
Will it tell me if a client has actually renewed?+
No. RevenuePilot reminds you and records what your team marks. It does not connect to insurers or AMCs, so a renewal is marked renewed only when you confirm it.
Can I import my existing data?+
Yes. Upload a CSV (save your Excel sheet as CSV). Common column names like Mobile, Policy No and Renewal Date are recognised, dates in DD/MM/YYYY are understood, and duplicates are skipped — existing records are never overwritten.
Where is my data stored, and who can see it?+
On our servers in a PostgreSQL database. Each business's records are separated so other customers can never see them. Only people you invite to your workspace can access your data. You can export everything as CSV at any time.
What happens when the trial ends?+
Your data stays safe. The workspace becomes read-only (you can still view and export) until you choose a plan.
Do you guarantee more sales?+
No. RevenuePilot helps you stay on top of renewals and follow-ups; results depend on your clients and your work. We never promise guaranteed revenue.
Is it only for insurance?+
It is built for insurance agents and mutual fund distributors, and also works for any business with recurring renewals — for example SIP reviews, AMCs or annual service contracts.
See it with your own data in 15 minutes
Tell us a little about your practice. We'll show you how your renewals and follow-ups would look in RevenuePilot — and answer every question honestly, including whether it is not the right fit.
- • Live walkthrough on Google Meet or phone
- • English or Tamil
- • No obligation, no pressure