Leads from your ads
Facebook and Instagram lead forms arrive in BimaLink as soon as Meta sends them, and lead routing hands each one to the right agent on your team.
Run your insurance agency from your phone.
BimaLink is the client relationship and operations platform built for insurance agents in Kenya. It turns WhatsApp chats into leads and collects your clients' IDs and logbooks. It reminds you before every renewal and works out your commission.
14-day free trial. No card needed.
Kamau & Co. Insurance Agency
BO
Brian Otieno
+254 712 448 109 · WhatsApp
Hi, I need comprehensive cover for my Probox, KDJ 517X. How much would it be?
logbook.jpg
Drafted by AI, edited by you Hi Brian, happy to help. Send me a photo of your ID and your KRA PIN and I'll have quotes for you today.
New lead · Motor
Brian Otieno
- Phone
- +254 712 448 109
- Vehicle
- Toyota Probox · KDJ 517X
- Source
- Agent
- Mary Kamau
Activity
- Lead created from WhatsApp
- logbook.jpg saved to his documents
- Follow-up set for tomorrow, 10:00
Brian Otieno · Documents
Request for motor cover, sent on WhatsApp at 09:20
- National ID national-id.jpg · received 09:31 Checked
- KRA PIN certificate kra-pin.pdf · received 09:33 Review
- Logbook logbook.jpg · saved from WhatsApp 09:14 Checked
- Valuation report Waiting for Brian Remind
Brian opened the link on his phone, confirmed it with a code sent to +254 712 ••• 109, and uploaded without an app or a password. Each file he sends waits for your check before it joins his record.
Renewals due in the next 60 days
4 policies · KES 295,300 in premium| Client | Cover | Premium (KES) | Renews in | Reminders sent |
|---|---|---|---|---|
| Achieng Odhiambo Britam | Domestic package | 12,800 | 7 days | 60, 30, 14 days |
| Wanjiru Kamau CIC General | Motor comprehensive | 40,000 | 14 days | 60, 30 days |
| John Mwangi Jubilee | Family medical | 86,500 | 30 days | 60 days |
| Ruiru Hardware Ltd APA | Fire and perils | 156,000 | 58 days | First reminder at 60 days |
Reminders come to you at 60, 30, 14, 7 and 1 day. Turn on the WhatsApp reminder and your client hears from you too.
Most agents run their business from WhatsApp chats, photos and memory.
That works until a renewal slips past or a logbook photo is lost. This is what changes when everything sits on the client's record.
| Today | With BimaLink | |
|---|---|---|
| Renewal dates | In your head, or in a notebook | Reminders 60, 30, 14, 7 and 1 day before, and a WhatsApp reminder to the client if you want one |
| Client IDs and logbooks | Photos somewhere in last month's chats | Filed on the client's record once you have checked them |
| A new enquiry on WhatsApp | A chat you scroll back to find | A lead with the name and number already filled in |
| Leads from Facebook and Instagram ads | Copied out by hand | In BimaLink as soon as Meta sends them, passed to the right agent |
| Commission | Worked out on a calculator, sometimes on the total | Worked out on the premium, before levies and withholding tax |
| A colleague covering for you | They call you to ask | They open the client and see every chat, file and payment |
More ways to bring in new business
Four more ways new clients reach you, each landing on the same client record.
Referral partners
Give garages, car dealers and happy clients their own link. BimaLink tracks every lead they send and works out what you owe them.
Your own booking page
Clients pick a time that suits them and the meeting lands in your Google or Outlook calendar, with a reminder for both of you.
Social content planner
Plan your posts on one calendar and publish to LinkedIn, so your profile stays active in a busy renewal month.
Monthly plans in Kenya shillings
Every plan starts with a 14-day free trial. You pay nothing until it ends.
Starter
For an agent working alone
KES 1,500 / month
or KES 15,000 a year (2 months free)
- 1 user
- Up to 100 clients
- 512 MB document storage
Professional
RecommendedFor a team of up to 3
KES 3,500 / month
or KES 35,000 a year (2 months free)
- Up to 3 users
- Up to 500 clients
- 2 GB document storage
Enterprise
For a team of up to 10
KES 7,500 / month
or KES 75,000 a year (2 months free)
- Up to 10 users
- Unlimited clients
- 10 GB document storage
Every plan includes the WhatsApp inbox, client documents and document requests, renewal reminders and commission tracking. Add-ons such as the social media pack, AI automation, document verification and referral partners can be switched on from any plan and paid for with M-Pesa.
Questions agents ask before they switch
Do I need a computer?
No. BimaLink works in the browser on any smartphone, and on a laptop when you want a bigger screen.
Does it use my own WhatsApp number?
Yes. You link your WhatsApp by scanning a QR code, the same way you open WhatsApp Web. Your clients keep messaging the number they already have.
Can I bring in my clients from Excel?
Yes. Save your sheet as a CSV file and import it, or add clients straight from your phone's contacts.
How do I pay?
Monthly or yearly, in Kenya shillings, by M-Pesa. Every plan starts with a free trial and you pay nothing until it ends.
Which apps does it connect to?
WhatsApp, your email (Outlook included), Facebook and Instagram lead ads, LinkedIn, Google Calendar, Outlook Calendar, Google Drive and OneDrive.
Can my team use it?
Yes. Add colleagues, decide what each person can see and do, and share leads between them. Each plan sets how many people can join.
How we look after your clients' details
Encrypted where it matters
Mailbox passwords, connection tokens and payout details are encrypted before they are stored.
A record of every change
Changes to clients, team access and billing are written to an audit trail that cannot be edited.
Consent built in
Clients agree to how their documents are used when they upload them, and anyone can ask us to delete their data.
How BimaLink uses Google services
When you choose to connect your Google account, BimaLink uses it only for the features you enable:
-
Google Drive: with your permission, BimaLink stores and opens only the files you pick or create through
BimaLink (the
drive.filescope), so you can keep client documents in your own Drive. BimaLink never sees the rest of your Drive. - Google Calendar: with your permission, BimaLink creates and updates booking events on your calendar so appointments made through your booking page appear where you already work.
You can disconnect either integration at any time from your settings, and you can read how we handle data in our Privacy Policy.
How BimaLink uses TikTok and LinkedIn
Agents can connect their own TikTok and LinkedIn accounts to plan and publish content from one place:
- TikTok: with your permission, BimaLink uploads the videos you choose to your TikTok account, with the title, privacy and interaction settings you pick on the posting screen each time, and shows your videos and their view, like and comment counts in the Content Planner.
- LinkedIn: with your permission, BimaLink shares the posts, photos and videos you write to your LinkedIn profile.
BimaLink never posts without you pressing Post, and you can disconnect either account at any time.
Start with the renewals due this month
Setup takes a few minutes. Import your clients from a spreadsheet or straight from your phone's contacts.