Recruit Smarter. Retain Better.
Grow Faster.
Leads → Instant WhatsApp filtration → Documents → IC38 Fast-Track → Agency Code → App-based Welcome Training.
JoinSmart digitizes your end-to-end recruitment, onboarding, retention & growth.
3 Pillars of JoinSmart Success
A single platform to acquire advisors, get them licensed & productive, and keep them growing with minimal manual effort.
Recruit 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.
India's 1st Recruitment + Retention Automation Platform
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 journey:
RECRUITMENT AUTOMATION
RETENTION ECOSYSTEM
JoinSmart is ideal 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
If you’re tired of manual chasing and want a 24x7 system that works for you — JoinSmart is made for you.
Simple Pricing • Launch Offer
Everything you need to recruit, license, train, retain & grow—end to end.
JoinSmart Annual
Includes: QR toolkit, WhatsApp API filtration, Docs workflow, IC38 Fast-Track, Welcome training, Recognition assets, DO-assisted webinar framework.
No income guarantees. IRDAI exam & licensing are mandatory. Use ethically & compliantly.
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
Frequently Asked Questions
It provides an end-to-end system that empowers leaders to digitally manage and scale their recruitment, training, and retention efforts with revenue enhancement with ease and automation.
- Development Officers (DOs)
- Senior Business Associates (SBAs)
- Club Member Agents (CLIAs)
- Agency Managers
- Agency Development Manager (ADMs)
- Relationship Manager (RMs)
- Auto Lead Generation Methods
- Genuine recruitment Process
- IC38 Exam admission & status Tracking
- Automated WhatsApp & Email follow-ups
- Objection handling & marketing training for Agents
- Team Performance Dashboard
- Retention and Motivation Tools