Insurance advisors: online meeting software for insurance advisors and agencies
Advisors explain products clearly and build trust. KEZAYO lets them present options on screen, answer questions and meet clients without travel.
KEZAYO Meet is made in India by BIDUA Industries and is priced in rupees, so you can try it free and pay only when you need more.
What makes insurance advisors hard online
Explaining complex products
Use screen share and the whiteboard to illustrate.
Client convenience
Meetings from anywhere.
Trust
Professional meeting links and clear audio.
Follow-up
Share documents and next steps in chat.
How to run insurance advisors on KEZAYO, step by step
- Schedule the meeting.
- Present options on screen.
- Answer questions and note concerns.
- Share documents in chat.
- Follow up with a summary.
KEZAYO features that help
Screen sharing
Share your whole screen, a window or a tab, so slides, spreadsheets, code or a recorded lesson are visible to everyone.
Collaborative whiteboard
Draw, write and explain on a shared whiteboard — with palm rejection for Apple Pencil — and save the board as PNG or PDF.
HD video meetings
Clear HD video and audio in the browser or the apps, with gallery, speaker and list views and a self-view you can move anywhere.
In-meeting chat
Share links, answers and files in chat without interrupting the speaker.
Join from a browser
Guests join from a link in their browser — no install and no account needed — on a laptop or a phone.
Scheduling and calendar
Schedule meetings in advance, share the link and keep upcoming sessions in one calendar.
Tips from teams who do this every day
- Use simple examples.
- Keep sessions short.
- Share policy documents after the call.
Before you start: a quick checklist
Professional meetings are judged on punctuality, clarity and follow-up. A tidy setup and a short written summary do more for your reputation than any feature.
- Send the link with an agenda and time zone
- Use the waiting room and admit by name
- Share only the window you need, not your whole desktop
- Assign a note-taker and a time-keeper
- Agree owners and dates for every action
- Send a summary the same day
Mistakes to avoid
- Starting without an agenda
- Sharing the wrong window or private notifications
- Letting the call run over without a decision
- Skipping the follow-up message
Which KEZAYO plan fits?
Free for one-to-one; paid for group sessions.
| Plan | Price | Participants | Meeting length |
|---|---|---|---|
| Free | ₹0 | up to 100 | 50 minutes |
| Starter | ₹499 / month | up to 100 | up to 4 hours |
| Pro | ₹1,499 / month | up to 150 | up to 12 hours |
| Business | ₹2,499 / month | up to 300 | up to 24 hours |
Need a one-off big session? A Day Pass costs ₹2 per seat for 24 hours, paid from your wallet. See the full pricing.
Frequently asked questions
Yes. There is a free plan, and paid plans or a pay-per-seat Day Pass are available when you need longer meetings or larger audiences. All prices are in rupees.
No. Guests join from a link in their browser. The Android, Windows, macOS and Linux apps are optional.
Chrome, Edge, Safari and Firefox on laptops and phones, plus apps for Android, Windows, macOS and Linux.
Insurance advisors in your city
Guides that help
Terms explained
More in Business & professional services
Run insurance advisors on KEZAYO Meet
Create a free account in under a minute — no card needed. Join from your browser, or get the apps.
🇮🇳 Made in India by BIDUA Industries Pvt Ltd