TurtlemintPro - Sell Insurance

Fintech Blue Solutions Pvt. Ltd.

About this app

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.

Ratings and reviews

Love the concept and platform still giving 4 stars instead of 5, just to give feedback that turtlemint really can be an amazing platform for us. **Only improve your hiring, staff please. Customer/agent treatment must be your top priority. Not everyone but most of your staff has attitude issues.** But the turtlemint concept and platform is really good.

TurtlemintPro is a fantastic application designed for insurance agents! It is easy to use and comes with impressive features such as straightforward policy comparisons and effortless management. The tools available are extremely useful for enhancing sales abilities. I highly suggest it for agents seeking a dependable and effective solution to boost their productivity!

The app most of the time dosn't show makers name in drop-down list and because of this I couldn't make policy and is forcefully compel to get my work done by the agent in in turtlemint. imean what's the point of this wonderful app if I can not make the policies on my own.

What’s new

The latest update brings a smarter universal search—find any customer on CRM and an improved UI showing all lead and policy details. We’ve also made navigation smoother for a better overall experience. Plus, phone book sync on CRM is now faster. Update to explore the changes.