In many parts of India — especially rural and semi-urban areas — people avoid buying insurance because they don’t fully understand it.
Your role as an insurance agent is to remove this confusion and fear by explaining insurance in clear, everyday Hindi with relatable examples.
This guide will help you make insurance easy to understand, build trust, and close more sales.
1. Start with a Simple Hindi Definition
Avoid starting with technical terms like premium or sum assured. Instead, use plain, friendly Hindi:
Example: Insurance ek aisa vachan hai jo company aapko deti hai ki agar aap par koi bada nuksaan aa gaya — jaise maut, bimari, ya accident — toh company aapko ya aapke parivaar ko paise degi.
2. Use Everyday Analogies
People remember examples they see in daily life.
- Helmet Analogy:
“Jaise helmet aapke sir ko bachata hai, waise hi insurance aapke parivaar ke paison ko bachata hai.” - Seed & Crop Analogy:
“Kisan beej dalta hai aur fasal paane ke liye mehnat karta hai. Waise hi aap premium dete hain aur samay aane par fayda paate hain.”
3. Break Down Key Terms in Hindi
| English Term | Simple Hindi Meaning |
|---|---|
| Premium | Har mahine/saal diya jaane wala chhota paisa |
| Sum Assured | Aapko milne wali badi rakam |
| Claim | Jab aap company se paise maangte hain |
| Policy Term | Kitne saal tak insurance chalega |
4. Share Local Real-Life Stories
Stories connect emotionally and help people trust you.
Example: Ram ji apne parivaar ke saath rehte the. Unhone ₹500 mahine ka term insurance liya. Do saal baad unki road accident me maut ho gayi. Insurance company ne parivaar ko ₹10 lakh diye, jisse bachon ki padhai aur ghar ka kharcha chal saka.
5. Involve the Listener
Ask questions that make them think about their own life:
- Agar aap par kal koi musibat aa gayi, toh aapka parivaar paison ka intezam kaise karega?
- Kya ₹10–₹15 din ke kharche se aap apne parivaar ki zindagi surakshit nahi karna chahenge?
6. Keep it Interactive
Use visuals, charts, and Hindi brochures.
- WhatsApp Kit → Send simple Hindi explainer images and videos directly to clients.
- Sales Scripts → Practice answering questions in local language.
Why This Works
When clients understand insurance in their own language, they feel confident to buy — and you gain their trust for the long term.
Apply Now to Join Our Agent Network
Get PlanMatch, download the WhatsApp Kit, and use Sales Scripts to connect with clients in their language and boost your sales. Apply Now
