Leverage Banca customers and expand customer base through elevated customer experience.
Boost your sales productivity by providing insights into rep and bank branch’s performance- new leads, new business, renewals & premium collection.
Sharing insights on every branch’s performance and suggesting recommendation plans to the relationship managers for improving engagement.
Setting up targets for all your branches and relationship managers and assessing them on a regularly is critical for the success of any business.
Tracking relationship managers’ visits to bank branches automatically. Regular visits improve engagement and boost sales.
Enable relationship managers and branch partners with information on renewal due policies and assist in planning their day according to renewal targets.
Automate day & route planning of your relationship managers for their branch visits along with a prioritized task list to maximize their efficiency.
Plan the daily activities of your relationship managers by prioritizing their tasks. Focus on low- performing branches first and provide an optimal route for better time management.
Real-time access to KPIs, performances, incentives & their current position with respect to their and teams’ goals can motivate and encourage your relationship managers to perform better.
Empower your relationship managers with a completely customize app view. Apart from their overall performances, they can access their daily tasks and activities, including – branch visits, targets set, next meetings along with routes, and task completion metrics, like branches visited, premiums collected, renewal retention, etc.
Real-time track relationship managers’ visits at bank branches through geo-tagging each branch visit activity and geo-fencing to prevent fraudulent branch visits.
Get a visual representation of the route that your RM has travelled and the meetings they have completed. Know what time he has checked in and from where and the distance that he has covered that day.
Measure, track, and improve your partner branch engagement through reports like branch health statistics, recovery recommendations, and branch visit tracking.
Track renewal rates from every partner branch with the help of reports, providing real-time access to renewal data and triggering automated renewal reminders.