Health Insurance Sales Collaboration

I’m Kajal from Delhi with a solid 5–6 years of frontline experience in health-insurance sales and after-sales service. Now that my individual book of business is growing, I’m looking for a freelancer who can work alongside me to push conversions higher, keep existing policyholders happy, and create a smoother overall customer journey.

Here’s what I have in mind. You might fine-tune my current sales funnel, automate follow-ups and renewals, craft clear product explainers for digital outreach, or introduce a lightweight CRM workflow that fits the Indian health-insurance market and stays compliant with IRDAI norms. I’m open to your suggestions as long as they move the needle on client acquisition and retention.

We’ll coordinate primarily through a messaging app so we can exchange ideas quickly and keep implementation nimble. If your past projects include boosting sales or service metrics for insurance—or any regulated financial product—share a concise example of the results you delivered and the tools you used (HubSpot, WhatsApp Business API, Zapier, etc.).

The end goal is straightforward: more qualified prospects, happier existing customers, and less manual leg-work for me. Outline the milestones you propose and the timeframe you’d need, and let’s get started.