Leads Instant WhatsApp filtration Documents IC38 Fast-Track Agency Code App-based Welcome Training.
JoinSmart digitizes your end-to-end recruitment, onboarding, retention growth.
Feature : Recurit Smarter : QR @ Recruitment Kendra + Click-to-WhatsApp Ads + 12 lead strategies in our Wednesday Masterclass. Instant filtration in WhatsApp.Retain Better : Auto Welcome Course, recognition posters, skill capsules, policy servicing tools gamified progress to keep advisors active.Grow Faster : DO-led joint calls group prospect webinars, growth challenges, cross-sell playbooks, MDRT fast-track blueprint.Who We Are ? JoinSmart is a complete digital solution designed exclusively for Development Officers, SBAs, CLIAs, and Agency Managers who want to build a powerful, performing team without chasing people, cold calling, or manual follow-ups.We help you recruit smarter, retain better, and grow faster all through automation.What we Do? We automate the entire agent recruitment and retention journeyIdeal For : DOs building their own recruitment ecosystem
SBAs/CLIAs managing multiple agent codes
Agency Managers to recruit multiple agents on auto pilot mode
Private insurance or MF recruiters wanting a smart edge
Key Feature : 24x7 WhatsAppRecruitmentBot
SmartDocument +IC38 Flow
Agent Training App Access
LMS withCourses, Tests,Rewards
Centralised Lead AgentDashboard
Weekly Zoom-3Auto Follow-up System
Affiliate Program to multiply leads Video Making Skills Facebook/Instagram Ads Funnel Ready
Online Meeting Skills
What makes it different ?
QR + Ads lead engine with instant filtration
Auto emails, docs, approvals onboarding
IC38 training + welcome course productive faster
Retention growth playbooks (12 + 12)
Elite Track for professionals HNIs