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Get the expertise you need, while you do the work.
You have the trust. SureLM brings the expertise.
Good morning, Ananya
You have 1 meeting today
I'm meeting Priya tomorrow. Can you help me prepare?
Sure. Priya's health plan renews in 6 weeks. A family floater could cover her, her husband and their son — for less than the two separate plans they would otherwise need.
Family Floater · Health
Covers Priya + 2
You don't need to know everything to get started.
SureLM gives you the expertise as you work — so you can learn as you go.
Know your customer. Know what to sell.
Customer
Rahul Sharma
34 · runs a small textile shop
ABOUT RAHUL
ALREADY COVERED
Term plan
WHAT HE NEEDS
Copilot
What should I recommend for Rahul?
Rahul's income varies with his shop's season, so predictable costs matter more than maximum cover. He already has term cover — the real gap is health cover for his family. Here's a comparison suited to his situation:
Health First
Family health · covers 3
Term Plus
Extra life cover · low premium
WHY THIS FITS RAHUL
- Covers his wife and daughter in one plan
- Fits his monthly budget
- Be careful to explain waiting periods and cover limits in plain words
The sale isn't the end.
SureLM keeps every customer organised — so you never lose track.
My customers
Priya Iyer
Health plan · renews in 6 weeks
Rahul Sharma
Health First · issued
Amit Verma
Health quote · sent
Meera Nair
Endowment · renewal due
Up next
Renew Priya's health plan
In 6 weeks
Call Amit about the quote
Friday
Birthday greeting for Meera
Next month
Amit's family changed — reconsider his cover
This week