For insurance agents
Digital Visiting Card for Insurance Agents
A digital visiting card for insurance agents is one link with your name, the insurer you represent, your agency code, the plans you handle and buttons to call, WhatsApp or save your number. Customers open it from a WhatsApp message after your first call, or by scanning your QR, and every enquiry lands in your Leads list.
Start free for 30 days, no payment details. Your link and QR stay the same when you upgrade.
Updated · By the DigitalCarda team
Sample card · fictional details
DSDeepak Sharma
Insurance & Loan Advisor
SecureLife Advisors
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About
Insurance & Loan Advisor · SecureLife Advisors
Services
Life & health insurance
Term plans
Claims help
Gallery
Send an enquiry
Your namePhone number Send enquiryScan to saveSecureLife Advisors Share
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Paper vs digital
What changes for insurance agents
Paper card
Customers save you as "insurance agent" and cannot find you when a claim comes.
Digital card
Save Contact puts your full name, agency, number and email in their phonebook in one tap, so they find you by name.
Save contactPaper card
A happy customer wants to refer you, but all they can forward is a bare phone number.
Digital card
They forward your digitalcarda.in link instead. It opens with your name and a preview, and the new customer can call or WhatsApp.
Short link & share menuPaper card
Enquiries pile up across chats, and the follow-up after the first meeting slips.
Digital card
Enquiries from your card land in your Leads list, where you mark the stage, add a note and set a follow-up date.
Leads pipelineChecklist
What to put on a visiting card for insurance agents
Each item names the part of the card it lives on.
- Profile
Customers buy from a person they remember. A clear face and the insurer's name in plain text do that job.
- Profile
A plain fact a customer can check with the insurer. Write it exactly as it appears on your appointment letter.
- Profile
AMFI registers distributors and issues the ARN. Show it as issued and check AMFI's current guidance on display.
- Buttons
Customers reply on WhatsApp after the first call, so put that number on the WhatsApp button, not the landline.
- Services
Term, health, motor or a home loan, each as a service with a button, so a customer asks about the right one.
- About
Say that you help with claim paperwork and premium due dates. Families stay with an agent who is there after the sale.
- Buttons
Customers who prefer to meet tap the address for directions instead of calling you for the route.
- Enquiry form
They send their name, number and the cover they need, and it lands in your Leads list.
IRDAI and your insurer set the rules on agent advertising, and rebates or gifts for buying a policy are not allowed. Keep the card to facts: name, agency code, insurer, plans and contact details. Mutual fund distributors show their ARN and follow AMFI guidance. Check the current rules before you publish. This is general information, not legal advice.
From hello to saved
How a customer reaches you
What happens after you share your card.
Sample card · fictional details
You send your link. After the first call, share your card link in the WhatsApp chat.
It opens with a preview. The link shows your name and opens your card.
They tap WhatsApp. A service button opens a chat with "Life & health insurance" already typed.
You see what they tapped. Analytics shows opens, WhatsApp taps and where visitors came from.
Features that matter
What your card does for insurance agents
| What you need | How your card does it | Plan |
|---|---|---|
| Customers asking about a plan | WhatsApp chat One tap opens a WhatsApp chat with you. A plan's service button opens the chat with that plan's name already typed in. | All plans |
| Showing the plans you handle | Services with prices List term plans, health cover, motor policies and loans as services, each with a note and a button to call or WhatsApp you. | All plans |
| Cover requests from customers who won't call | Enquiry form Customers send their name, number, email and the cover they need from your card; those who leave an email get an automatic reply. | All plans |
| Following up before the interest fades | Leads pipeline Every enquiry lands in your Leads list. Mark its stage, add notes, set a follow-up date and reply by call or WhatsApp. | All plans |
| Referrals from existing customers | Short link & share menu Customers forward your digitalcarda.in link on WhatsApp. It shows your name with a proper preview and opens your card. | All plans |
| Being found when a claim comes | Save contact Save Contact puts your name, number, email, website and office address into the customer's phonebook in one tap. | All plans |
Designs
Designs shown with sample details for insurance agents
Every design works for any business. Open a live demo, then start free on the one you like.
Share it everywhere
One link, handed over any way you like
The same card opens from a QR code, an NFC tap, a WhatsApp message or your email signature. Change your details once and every copy is up to date.
All plans
Short link & share menu
A digitalcarda.in/yourname link with a share menu for WhatsApp, Telegram, LinkedIn, Facebook, X, SMS and email, and a proper preview when it is pasted.
See how it worksAll plans
QR code
Your QR as PNG or SVG in your colours, plus a printable counter standee. The link behind it never changes.
See how it works₹499Add-on
NFC card
A PVC card with an NFC chip. Tap it on a phone, or scan the printed QR on the back, and your card opens.
See pricing₹1,499Add-on
NFC standee
A counter standee for a counter, desk or reception. Customers tap their phone on it, or scan the printed QR, to open your card.
See pricingFree tool
Email signature
Make a free email signature that links to your card, for Gmail, Outlook and Apple Mail.
Open the free toolFree tool
WhatsApp message templates
Ready-to-copy WhatsApp Business messages that include your card link.
Open the free toolStart free for 30 days, no payment details. Then Gold from ₹99/month or ₹999/year, or Platinum from ₹199/month or ₹1,999/year. Your link and QR stay the same when you upgrade.
FAQ
Questions insurance agents ask
What should an insurance agent put on a visiting card?
Your name and photo, the insurer you represent written in plain text, your agency code, the plans you handle, the number you answer on WhatsApp, your office address and an email. On a digital card, add buttons to call, WhatsApp and save your number, and an enquiry form for customers who prefer to write. Leave out discounts, gifts and promises about returns; keep it to facts.
How do I make an LIC agent visiting card?
Sign up free, choose a design and write LIC agent and your agency code in plain text under your name, then add the plans you handle as services, your WhatsApp number and office address. Use your own photo and colours rather than the insurer's logo, which belongs to the insurer. Share the link on WhatsApp after every first call. You can write the details in Hindi or any language; the buttons stay in English.
What should a mutual fund distributor show on a visiting card?
Your name, your ARN as issued by AMFI, the name you are registered under and your contact details. AMFI has guidance on how distributors present themselves, including the ARN, and it changes from time to time, so check AMFI's current guidance before you publish. Keep the card to facts, with no promised returns or comparisons. This is general information, not legal advice.
Can customers WhatsApp me about a policy from the card?
Yes. The WhatsApp button opens a chat with you in one tap, and each plan you list as a service has its own button that opens WhatsApp with that plan's name already typed in, so you know which policy they mean. Enquiries sent through the form land in your Leads list instead, where you set a follow-up date. The card does not send messages by itself; every reply comes from you.
Can customers pay their premium from my card?
No. Your card does not take payments, and premiums go to the insurer, not to you. What you can do is add a service button that opens a link, such as the insurer's official premium payment page, so customers pay in the right place. Claims help and renewal dates are best handled in the WhatsApp chat the card opens.
How much does a digital visiting card for an insurance agent cost?
Free for 30 days with no payment details, which covers a full month of first calls before you decide. After that, Gold is ₹99 a month or ₹999 a year, and Platinum is ₹199 a month or ₹1,999 a year. Gold covers what an agent uses day to day: the plans you handle as services, WhatsApp, the enquiry form and your Leads list are on every plan. Your link and QR stay the same when you upgrade, so a QR printed on your paper card keeps working.
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