INSURANCE PRE SALES
Increase Efficiency of your Sales Channels
- Real-time visibility of sales person on the ground
- Lead allotment directly on the mobile
- Never miss a follow-up with the prospects and clients
- Document Collection in digitized form from the mobile
- Signature of the client on the tablet
- Generation of Application form with filled data
Insurance Pre-sales Management Workflow
- Leads are created from the call centre
- Allotment of Leads to the Sales Person in the Market
- Alerts is shown in the Tablet of the Sales person
- Meeting is done with prospects and additional information with follow-ups is added
- Documents are collected in the form of Images and Hard-copy.
- Signature is captured on the tablet
Monitoring and Accountability of your sales channel partners.
- Manage your sales pipeline across channel partner through single console application
- Monitor and Track your partners sales activity in real time
- Always be updated about your high, medium, low priority leads
- Cut down your calls and log every activity across every clients and prospects.
- Manage your sales pipeline across channel partner through single console application
- Monitor and Track your partners sales activity in real time
- Always be updated about your high, medium, low priority leads
- Cut down your calls and log every activity across every clients and prospects.
Remote Lead Creation & Allotment
Sales Pipeline Activity Monitoring made mobile and real time.
- Client/Lead Creation from mobile.
- Add Meeting, Email, Call follow-ups alerts.
- Not Add Minutes of meeting and client status report.
- Notification and Alerts for client follow ups.
- Daily Activity management made easy.
- Management reporting in real time.
- Client Activity log for future reference.