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
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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.

 

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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.